Aaron Gabriel Ltr recomm
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Lorraine Vincenty is highly professional, relevant, and proactive in her work. The author cites examples of her professional conduct with clients, ability to filter large amounts of information to only the most meaningful data, initiative in assisting managers and clients, prompt responses to questions, and focus on highlighting strengths rather than negatives. While the author was sorry to see Lorraine leave the company, he has no doubt she will provide great strengths and resources to her new organization.
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- 1. To Whom It May Concern, I have had the privilege of working with Lorraine Vincenty over the course of the past year. I believe she would be a tremendous asset to any organization and can cite a few of the many examples where I believe this to be the case: Professionalism – She has always conducted herself in the most professional manner – from her appearance when I put her in front of my clients to her dialogue and communication skills exhibited. In addition, her knowledge about the investment securities industry was a valuable resource to tap into. Relevance – With the myriad of news available, Lorraine filtered through all of it and only passed along the data deemed relevant and meaningful, saving me from a tremendous amount of time that would otherwise have been spent inefficiently. Proactive Nature – She showed initiative by providing branch managers with timely updates on competitor firms, seeking me out to offer assistance, flying out to meet with clients and spending one-on- one time with me to assist in my recruiting efforts. Accountability – Periodically, I would contact her for questions or consultation. Without exception, I would always receive a prompt response back from her with an answer or solution to my needs. Integrity – Instead of focusing on the negatives of our competitors, Lorraine would highlight our firm’s relative strengths instead. She always spoke honestly and respectfully about other firms and individuals. These are just a few of the qualities I have seen displayed from Lorraine in my short time with Raymond James & Associates, Inc. While I was sorry to see her go, I have no doubt that she will continue to provide her new organization with the very same strengths and resources that we were fortunate to have enjoyed. Sincerely, - Aaron Aaron M. Gabriel, CFP® , CIMA® Branch Manager CERTIFIED FINANCIAL PLANNER™ Senior Vice President, Investments Raymond James & Associates, Inc. 150 Almaden Blvd., Ste #1375, San Jose, CA 95113 (408) 279-1724 · (877) 486-2174 http://www.raymondjames.com/jdpower.htm