Foreside Launches National Accounts Services for Distribution Clients

PORTLAND, Maine--(BUSINESS WIRE)-- Foreside Financial Group, LLC (“Foreside”) announced today a build out of an in-house National Accounts Team to assist its clients in navigating the ever changing broker-dealer landscape.

Industry veterans Sonja Formato and Rachel Pham are co-leading this effort at Foreside and will focus on the supermarkets, independent broker-dealers, regional broker-dealers and wirehouse channels.

“Foreside’s National Accounts Services can help our clients expand their distribution capabilities,” said David Whitaker, President of Foreside. “This is an opportunity for our clients to access the same level and quality of resources, knowledge and expertise of their largest competitors, but in a manner that fits their budget. We are excited about this build out as we continue to expand our service offerings to our clients.”

The services will be available to clients starting in May 2015, and will allow them to build customizable solutions which fit their individual needs. Services will include consultative discussions on best practices, education and industry trends, detailed broker-dealer information, and assistance with establishing strategic National Accounts partnerships.

National platforms cover broad channels and require expertise to navigate and target critical decision makers. Foreside’s National Accounts services will provide this expertise and assist our clients in establishing effective distribution strategies which can result in greater product exposure and asset growth.

“As National Account managers we are tasked with creating access and opportunity at the home office,” said Pham. “We want to partner with clients who are ready to capitalize on these opportunities and grow their assets.” Prior to joining Foreside, Ms. Formato and Ms. Pham were both Strategic Relationship Managers at Fidelity Investments and Raymond James Financial, respectively. They come to the organization with a solid understanding of navigating the complex distribution industry. In addition to working with dedicated relationships, Ms. Formato successfully built and managed a scalable solution for Fidelity to service the ever growing number of investment management firms looking to onboard. Prior to Fidelity, she worked at both Putnam Investments and Wellington Management. At Raymond James Financial, Ms. Pham served on the product partner relationship team as a Product Analyst and Relationship Manager where she helped create, develop and implement Raymond James’ new tiered revenue sharing program.

For more information about Foreside’s National Accounts Services, or about any of Foreside’s distribution and compliance services, please visit our website at www.foreside.com or contact Rachel Pham at [email protected] (207) 553-1993 or Sonja Formato at [email protected] (617) 224-0722.

About Foreside

Foreside delivers a range of distribution and compliance services to clients in the investment management industry. Foreside services open- and closed-end funds, exchange traded products, commodity pools, private placements, investment advisers and registered broker-dealers.

Foreside’s service offerings include statutory and active distribution, registered representative licensing, fund chief compliance officer and treasurer services, and adviser and broker-dealer compliance consulting. Currently, Foreside distributes over $750 billion of product through our established broker-dealers. Our solutions allow Foreside’s clients to focus on asset management without sacrificing distribution and compliance best practices. Foreside is headquartered in Portland, Maine and has offices in Berwyn, Pennsylvania, Boston, Massachusetts, and Columbus, Ohio. For more information on Foreside’s suite of services, please visit our website at www.foreside.com.

Foreside Financial Group, LLC
Rachel Pham, (207) 553-1993
[email protected]
or
Sonja Formato, (617) 224-0722
[email protected]

Source: Foreside Financial Group, LLC

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