2023 Virtual Administrative Professional Conference
Thank you to those Sales Assistants and Registered Representatives that attended the Kovack National Conference.
If you were not able to attend or need a refresher, the powerpoint presentations are available below:
“Kovack InTouch 4.0 Site Navigation” By Keith Hlasny, Director of Vendor Technology Solutions (PDF / Video)
“New Accounts and Cashiering Overview” By Winnaa Wright, Senior Vice President of Operations, Dominique Dowling, New Accounts Team Lead and Lorelei Flueck, Cashiering Team Lead (PDF / Video)
“Account Services Overview” By Roxanne McClam, Account Services Supervisor (PDF / Video)
“Kovack Advisors Overview” By Michel Tsaparlis, V.P. of Advisory Services (PDF / Video)
“New Accounts and Cashiering Overview” By Winnaa Wright, Senior Vice President of Operations, Dominique Dowling, New Accounts Team Lead and Lorelei Flueck, Cashiering Team Lead (PDF / Video)
“Account Services Overview” By Roxanne McClam, Account Services Supervisor (PDF / Video)
“Kovack Advisors Overview” By Michel Tsaparlis, V.P. of Advisory Services (PDF / Video)
“Docupace Training” By Keith Hlasny, Director of Vendor Technology Solutions (PDF / Video)
“Albridge Solutions (PortfolioOne) Overview” By Keith Hlasny, Director of Vendor Technology Solutions (PDF / Video)
“New Business Review” By Ben Weinstock, Vice President of New Business (PDF / Video)
“Compliance Overview” By Rick Slavik, Senior Vice President of Supervision and Jeff Miller, VP of Supervision (PDF / Video)
“Albridge Solutions (PortfolioOne) Overview” By Keith Hlasny, Director of Vendor Technology Solutions (PDF / Video)
“New Business Review” By Ben Weinstock, Vice President of New Business (PDF / Video)
“Compliance Overview” By Rick Slavik, Senior Vice President of Supervision and Jeff Miller, VP of Supervision (PDF / Video)
Save the Date for the 2023 Kovack National Conference
Marriott Harbor Beach Resort
Fort Lauderdale, FL
October 9-11, 2023