As 2018 comes to a close, there is
so much we have to reflect on.
Check out some of what we’ve accomplished this year:
We’ve seen continued growth within our office, adding four new team members to the marketing/sales and transactions departments. Bryan Sullivan and Erica Figueiredo joined the marketing/sales team, and Francesca Agnello and Emma Olson joined the transactions team.
Kyle Schickram, who has been with Next Generation for almost 5 years, earned his CISP (Certified IRA Services Professional) designation, which offers an additional layer of credibility to our growing business and helps us to ensure that every transaction is completed correctly according to IRS guidelines.
Our CEO, Jaime Raskulinecz, continued adding to her list of accolades. This year, she was named an Ernst & Young Entrepreneur of the Year finalist for New Jersey and recognized as a winner of CEO Report’s Mid-Atlantic Women’s Leadership Award. In addition, Jaime joined the Forbes Finance Council member community and published her first article, “Is an SDIRA Right for You? Five Things You Should Know.”
Our Director of Sales and Marketing, Brittany Pickell, appeared in two interviews with Asset TV – one was a one-on-one interview in June and the other was a Self-Directed IRA Master Class in August. You can watch both of those on our YouTube Channel!
July 1st of this year also marked our one year anniversary since becoming a trust company, which allowed us to act as custodian for all our clients’ accounts, expand our offerings to include additional trust services, and fulfill the vision of our founders in becoming fully self-sufficient in terms of both account administration and custodianship for our clients’ assets.
By keeping the scope of our services all under the Next Generation name, we’ve been able to provide seamless transaction processes and foster more personal relationships with our clients for a better experience overall.
“To be successful, the first thing to do is fall in love with your work.”
We really love what we do here and our dedicated team strives daily to provide you with exceptional service that is unmatched by the competition. We thank you for trusting us along this journey and will continue to strive for greatness in the year ahead.
To see what we’re up to this month, or to have a look at what you might have missed, head over to our events page and check out our blog!
Did you know we’re also running a promotion for the month of December?! Check it out below: