Sean R. Bell

I started in this industry in 1986 as a Cashier; I remember typing a $13 Million Dollar check on a manual typewriter with erasable ink. (It's wonderful now that we have check printers), and booking in 3 brown paper bags filled with Bearer Bonds totaling over $3 million Dollars. The market was barely at 1600 points. I married my childhood sweetheart, 1990 and worked with the same FA for 22 years (6 branches and four firms later we parted ways). In 92 I began handling all operational procedures, leaving only marketing and sales for him. Since 1986 I have also trained many CSA's; some on my old team, and others in the branch. To me, the most important part of business is getting to know your clients; not just financially, but personally. The personal experience is as important as their account performance; always treat each client as if they were the most important client in your book. As if they are the family members you like! I began costuming school plays in 07. Since then I have costumed 15 plays, sometimes by myself, others with a co-director. I cannot do everything myself; I need a co-director, and someone to sew, someone to shop. I was the Woodland Hills CSA Coach for two ½ years. I have coached new employees and I try to help others make their days easier with tips and suggestions. I look at work like being the costume director; it is my job to make the director look successful. Making our clients happy is the same as working with actors; you have to fit each one individually for an enjoyable experience.