Meet Our Team

Harold's responsibilities include:

• Being the main point of contact for new representatives, on the operations side, during the transition period.
• Help new representatives understand all paperwork requirements and Kovack workflows so they can transition their business in an efficient manner.

Debbie's responsibilities include:

• On Boarding of all new Representatives and providing them with a smooth Transition.
• Coordinating all of their training and assisting them with any concerns they may have.
• Providing the support that they will need to empower them to achieve success in their new surroundings.

Dawn's responsibilities include:

• Assisting in onboarding of new representatives
• Inputting Outside Business Activities
• Updates representatives U4 and branch information

Regina's responsibilities include:

• Acting as main contact, support and training for Docupace
• Assisting Representatives with PC Software, such as Microsoft Office, Adobe Products, Scanning, etc.
• Assisting Representatives with Email issues
• Resetting Logins for InTouch 3.0, Folio, IWS and TD Ameritrade
• Assisting Representatives with IWS and TD Ameritrade website issues
• Answering questions about the CHOICE Advantage Platform (Folio), login troubleshooting, creating performance reports and technology issues
• Providing support for Additional Technical Issues

Mollie's responsibilities include:

• Initial and follow-up training on Docupace for advisors and home office employees

Kendrea's responsibilities include:

• Reviewing advertising

Dominique's responsibilities include:

• Setting up New Accounts for Pershing, NFS (Fidelity), IWS and TD

Mindy's responsibilities include:

• Coordinating the National Conference and mini-conferences
• Coordinating the weekly Kovack News (electronic newsletter)
• Updating the Kovack InTouch 4.0 website
• Updating all Forms