Behind the Shield - StockCross

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assistance and they thank you for your help. Sometimes I'll get cards in the mail or an e-mail that will say they thorou
STOCKCROSS®

Behind the Shield

F I N A N C I A L S E RV I C E S

December 2014

Behind The Shield

Ed Shaughnessy

How long have you worked at StockCross? With StockCross, I’ve been here seven years, but I’ve worked in the industry for 23 years. If you were to describe your job to a friend, what would you say? I’m the Manager of Customer Service. I take calls from clients and answer questions about their accounts. With my licenses, I can also place trades. What skills does it take to be successful in your profession? In my job, you have to be knowledgeable and patient. You must have the ability to meet the customer needs at any given moment, and you must have the thought process to resolve issues to the customer’s satisfaction. What is the most rewarding part of your job? The greatest reward is when a client is grateful for your assistance and they thank you for your help. Sometimes I’ll get cards in the mail or an e-mail that will say they thoroughly appreciated my help at a difficult time. For example, when a family member passes away and they have to open new accounts and move assets, I’ll get a thank you note thanking me for my time and cooperation, and the assistance of transferring assets.

What are three words that best describe you? I would say: outgoing, helpful and gregarious. What do you do in you spare time? In my spare time, I volunteer and judge in several pageants at the state and local levels such as Miss Teenage California, Miss Hollywood Southland, Miss Los Angeles Culver City and Miss California. I enjoy theater performances as well. What is one thing you can’t live without? The ability to travel and see different places. Has StockCross provided you with any unique opportunities? Yes, they have provided me with the opportunity to get all my licenses and for me to continue to do the job I do. They provide me with many resources—anything I need to have my job and area run smoothly. Why is StockCross a great place to work? It’s a great family-run business. Many of my co-workers have been here 15 to 20 years and we’ve become like family—this has become my second family.

Thank you Ed for 7 years of loyal service and may you continue to prosper here at StockCross! Member FINRA | SIPC | Est. 1971

800.225.6196 | www.StockCross.com | 9464 Wilshire Blvd. Beverly Hills, CA 90212