Clearview Operations helps our clients "Win in '10...and beyond" »
May 1, 2010 - Clearview announced today several changes in the organizational structure of its clearing operations group that are designed to help our clients "win in '10...and beyond". Roy Leslie is the Chief Operating Officer and leads four groups in operations, including 1)Account Services, 2)Core Operations, 3)Client Services, and 4)Operations Control. Bill Robbins, President & CEO remarks, "These changes position Clearview to continue to build on our success by helping the local and regional firms we support provide the highest quality service to their retail and institutional clients."
Introducing Clearview Service Requests »
April 26, 2010 - Clearview introduces automated service requests to support our correspondents' ability to streamline operations functions including asset movements, account updates, ACAT transfers, among others. Clearview service requests provide a user friendly interface and flexible business rules and workflow that allow our correspondents to spend less time on processing and following up on routine clearing functions, and more time helping their clients achieve financial success and security.
Unified Managed Account Program now available to Clearview Correspondents »
March 8, 2010 - Clearview Correspondent Services, LLC, a division of BB&T Corporation, today announced the rollout of its Unified Managed Account Program (UMAP). The Clearview UMAP is an open architecture platform that allows our local and regional firm clients to implement an investment strategy that combines separate account managers, mutual funds, and ETFs, in one brokerage account. In addition to our universe of research-approved investment managers, correspondent firms can use the UMAP platform to manage their own proprietary investment management program including proposal generation, asset allocation, model management, rebalancing, trading and allocation, performance reporting, and billing.
Bill Robbins, President & CEO of Clearview Correspondent Services, has been invited as a panelist at the SIFMA Small Firms Conference »
September 2, 2008 - Bill Robbins, President & CEO of Clearview Correspondent Services, has been invited as a panelist at the SIFMA Small Firms Conference on Thursday, October 16, 2008. Robbins will speak during the General Session on Improving Broker Productivity. The Harbor Beach Marriott Resort & Spa in Fort Lauderdale will be the host hotel for the SIFMA Small Firms Conference. For more information, please visit www.sifma.org, for conference and registration information.
Clearview Correspondent Services announced that its fall principals conference, Clearview Close-Up »
August 26, 2008 - Clearview Correspondent Services announced that its fall principals conference, Clearview Close-Up, will be held in Richmond on November 13-15, 2008. Senior executives of Clearview correspondent firms will gather to hear from both executive and technology leaderships of Clearview and Scott & Stringfellow as they address broker productivity, operational efficiency, technology enhancements and strategies for building business in tumultuous times. The conference will be held at the historic Jefferson Hotel. For more information, contact Doreen Thompson (804) 253-6506.
Brian Aker appointed director, Strategic Solutions »
April 8, 2008 - Clearview Correspondent Services has appointed Brian Aker as director of the Strategic Solutions Group, according to Bill Robbins, president. Aker will lead the group in strategy development and implementation for key Clearview brokerage platform initiatives.
Doreen Thompson is named senior relationship manager »
February 4, 2008 - Doreen Thompson has been named senior relationship manager at Clearview Correspondent Services, it was announced today. Thompson previously was vice president and relationship manager at First Clearing Correspondent Services Group in Richmond, VA, where she was a member of that company’s Growth Segment, helping clients to leverage the firm’s capabilities to grow assets and revenues.
Dave Osborne to head Client Services Group »
January 14, 2008 - Clearview Correspondent Services has named Dave Osborne manager of its Client Services Group. Dave is responsible for correspondent conversions and overseeing the relationship management and client service team. He joins Clearview from the First Clearing Correspondent Services Group of Wachovia Securities, Richmond, VA.
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