BENCHMARK FINANCIAL NETWORK - Key Persons
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Registered Representative
Job Titles:
- Registered Representative ( Cetera Advisor Networks )
Job Titles:
- Executive Assistant to the Compliance Officer
Christy joined BenchMark in March 2008 and now is Compliance Coordinator and assistant to the OSJ Manager. Her role is to help new and existing Advisors and Administrative professional with all aspects of business processing. She assists in training and on boarding of new advisors and their assistants as well as on- going support to the Regions Advisors. Christy works hard to help the Advisors stay compliant with all on- going Compliance requirements and serves as a first point of contact to our Region.
Job Titles:
- Registered Representative ( Cetera Advisor Networks )
Eden Watterson joined BenchMark in the Fall of 2018 after graduating from the University of Pittsburgh. As she pursues higher financial education, Eden is focused on providing a seamless BenchMark Process for our clients. She commits her time to advisors and clients alike to ensure an exceptional client experience at every stage. She coordinates client meetings, assists in creating meeting materials, and helps keep the team upbeat and energetic.
Job Titles:
- OSJ Manager & Financial Advisor
Job Titles:
- Registered Representative
Job Titles:
- Registered Representative
Job Titles:
- Certified Financial Planner
Job Titles:
- Registered Representative
Mindy Patterson leads efforts in effective client experience. Her focus is on personalized client service and communications in coordination with the Financial Advisors. She began her career with BenchMark Financial Advisors in January 2014 where she quickly rose to an Administrative Assistant to Timothy Miller and Stephanie Hunter. Mindy is a highly organized person with exceptional customer relations skills. Clients appreciate her friendly and upbeat personality. She brings a variety of knowledge and experience to helping clients through a variety of confidential and time-sensitive responsibilities. Mindy enjoys being part of this exceptional team and continuing trusting relationships that are built with the focus on the client.
Job Titles:
- Investment Executive, BenchMark OSJ Manager
Shane joined BenchMark Advisor Networks in December of 2004. He graduated from Edinboro University of Pennsylvania with a B. A. in Natural Science and Mathematics. Since joining BenchMark Advisor Networks, Shane has passed many FINRA Exams including the Series 7, 63, 65 and 24 exams. Shane's responsibilities at the firm include all aspects of supervision for our Advisors, keeping up with firm policy along with FINRA Rules and Regulations, and he also works directly with the home office in California. He has served on several boards in the community and has served as the President for the Pittsburgh Chapter of NAIFA (National Association of Insurance and Financial Advisors). When he is not in the office Shane is usually spending time with his wife and 2 daughters or watching a Pittsburgh sporting event.
Job Titles:
- Registered Representative
Tim began his career as a financial advisor in 1987 with Merrill Lynch, as both an advisor and a manager at Merrill Lynch and then Smith Barney. Tim has over 30 years' experience with an investment degree from the Wharton School and accreditations as a Fiduciary and Retirement planner. His professional focus is on the financial planning process to help clients pursue their goals. As Tim puts it, "It's rewarding to see our clients enjoy their retirement and reduce financial stress thanks to the work of our team and the BenchMark process."
Job Titles:
- Registered Representative ( Cetera Advisor Networks )