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Full-Text Articles in Business
Investment Centers That Are Feasible In A Credit Union, Sondra Kay Vick
Investment Centers That Are Feasible In A Credit Union, Sondra Kay Vick
Theses Digitization Project
This project will identify the options available to a credit union desiring to open an office of the securities industry to provide investment products and advisory services to its member. The three options identified are becoming a branch office of an established broker/dealer, becoming an introducing broker/dealer, or purchasing an existing broker/dealer. An analysis will identify the required needs of an account executive in a computer system, client statements, and client confirmations. It will also analysis the capital requirements, the expenses of opening and running an office, fees charged to clients, and the licenses required. This project will show that …
Sales Incentive Program Design And Compensation, Stacie Leake
Sales Incentive Program Design And Compensation, Stacie Leake
Theses Digitization Project
"This project provides a blueprint that will allow Arrowhead Credit Union to clarify and confirm the new sales accountabilities associated with sales jobs within the organization, and to design and implement compensation plans that are successful and aligned with the company's objectives."