adams investment group

adams investment group - Imagine Wachovia Securities Adams...

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Wachovia Securities Adams Investment Group Tyler Caldwell, David Martin, Erin McGee, Michael Schoenfeld, Sophia Woo
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Agenda
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Introduction § University Tower - Durham, North Carolina § Rick Adams began in 1991 § One of North Carolina’s most prominent FA’s § Featured in several magazines
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The Adams Investment Group & Wachovia Securities
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Service Request Process
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Operations systems ACT, SmartStation, InfoMAX, and Central Solution Center
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The Clients Minimum 250K in liquid assets per client State Residents Doctors, Lawyers, Professionals seeking professional financial management
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Capacity Planning
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Internal Bottlenecks Michelle was bottleneck Fixed by hiring interns Simple tasks completed by cheap labor Rick is the new bottleneck One of the best FA’s in the state, his time is valuable
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External Bottlenecks Service requests are an external bottleneck The high variability and low capacity cause the bottleneck 0 2 4 6 8 10 12 Number of Service Requests
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adams investment group - Imagine Wachovia Securities Adams...

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