Lopez, who had previously been the firm's new accounts manager, said, "It feels great to be recognized for my dedication to the industry. Earning the CISP helps me contribute to Next Generation's reputation for leadership in the field of self-directed retirement services. I am the first point of contact for clients and prospective clients so it is important that they are confident that they are talking to a knowledgeable source regarding the most updated IRA information."
He is the second employee of Next Generation to complete the demanding requirements of the CISP. The first was Operations Manager
CISP candidates must pass a rigorous exam that covers all types of retirement plans and related subjects such as establishing and administering these accounts, distribution requirements, sales support and customer service, and federal laws and regulations relating to IRAs. Details are at http://www.aba.com.
As the company's sales and marketing coordinator, Lopez creates and coordinates all of Next Generation's educational seminars, social media activity and webinars for investment firms, real estate groups and financial advisors. He also manages the company's efforts to develop relationships with prospective clients, real estate professionals, investment and financial advisors, and attorneys.
"I'm excited to be a part of such a dynamic team," said Lopez. "The focus on continuous improvement here only makes us better."
The company's website, http://NextGenerationTrust.com, has online tools for investors seeking to open a new account.or more information about self-directed retirement plans, visit the website or contact
Read the full story at http://www.prweb.com/releases/2014/07/prweb12034594.htm
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