Lisa is a great addition to our recruiting team.
CHICAGO (PRWEB) March 19, 2008
Julin, a registered investment advisor, will focus on introducing the award-winning brokersXpress platform(1) to registered representatives and registered investment advisors.
Previously, Julin was a financial advisor with Morgan Stanley and partner in the Weiner/Julin Retail Investment Advisory and Lanigan/Weiner/Julin Private Wealth Management Groups. In that position, she specialized in strategic marketing, investment consulting services, asset allocation and alternative investments for high net worth individuals.
"Lisa Julin is first and foremost a passionate advocate for her clients, whether they are high net worth individuals or independent reps and advisors who have turned to her for guidance in going independent," said Barry Metzger, CEO of brokersXpress. "Lisa is a great addition to our recruiting team."
Julin's hiring follows the March 2007 hiring of Joel Triemstra, also as Director of Recruiting. Prior to joining brokersXpress, Triemstra was Regional Director for Branch Development for LPL Financial Services, responsible for advisor recruitment in Illinois.
brokersXpress (http://www.brokersxpress.com) is an online broker/dealer offering independent registered representatives, registered investment advisors and their clients a powerful, easy to use trading and reporting platform for stocks, options, bonds, mutual funds, ETFs, SMAs, futures, variable annuities and life insurance. brokersXpress is a subsidiary of optionsXpress Holdings, Inc.
About optionsXpress Holdings, Inc.
optionsXpress Holdings, Inc., a pioneer in equity options and futures trading, offers an innovative suite of online brokerage services for investor education, strategy evaluation and trade execution. optionsXpress Holdings subsidiaries include optionsXpress, Inc., a retail online brokerage specializing in options and futures, and brokersXpress, LLC, an online trading and reporting platform for independent investment professionals. Barron's named optionsXpress the number one online broker for four years in a row (2003 to 2006) and Kiplinger's Personal Finance named it the top discount broker in 2006.(1)
(1) Best Online Broker 3/6/06, 3/7/05, 3/8/04, 3/10/03, and one of Barron's Best Online Brokers 3/3/07, refers to the optionsXpress website and is based on: Trade Execution; Ease-of-Use; Range of Offerings; Research Amenities; Portfolio Analysis/Reports; Access/Help; Costs. Barron's is a registered trademark of Dow Jones & Company (C) 2008.