Broker Check

BUSINESS SERVICES

The Business Servicess team proactively engages with our financial advisors and their teams, to identify and incorporate effective growth initiatives, practice acquisition and succession planning strategies, introduce resources to navigate industry trends and adopt best practices, to assist with escalations and remove operational hurdles.

AT-A-GLANCE

  • Business Consulting
    Succession Planning
    Practice Evaluation
    Growth Strategies

  • Operational Support
    Escalation Assistance
    Implementation Strategies

  • Marketing Consulting
    Marketing On-Demand 
    Third-Party Marketing Resources

Meet The Team

Jennifer Isaacs

Jennifer Isaacs

Director of HR & Business Services

(440) 991-1160

(440) 991-1161

Kate Sweetman

Kate Sweetman

Senior Business Services Associate

(858) 201-3145

Sarah Pochedly

Sarah Pochedly

Business Services Associate

440-991-1188

440-991-1189

Zachary Chubbuck

Zachary Chubbuck

Business Services Associate

(440) 505-5714

(440) 505-5715

Please contact us to learn more about joining Stratos - Thank You!

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