Employee Spotlight

Jeff Salim

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Compliance Coordinator

 

Jeff is a graduate of Ohio University where he received his bachelors degree in both Management Information Systems and Communications. He previously worked for a promotional products company where he held the title of Marketing Manager. Jeff also assisted the sales team in attending tradeshows and conferences across the country. In his spare time, he likes to attend Cleveland sporting events, play softball, and spend time with family and friends.

 

 

 

 

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Fun Facts:
  • Top place you'd like to visit: California
  • Favorite Color: Blue
  • Favorite Food: BBQ 
  • Favorite Place in CLE: West 6th  
  • Favorite Vacation Spot: Florida Gulf Coast 
  • Favorite Movie: Jurassic Park (circa 1993) and Scarface
  • Favorite Sports Team: Cleveland Indians
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The Hot Seat: Q & A Session (General Questions)
  • What do you enjoy most about onboarding new clients to MyRIACompliance?
    • Making people feel comfortable using MRC in their day to day operations, and showing them how it makes their life on the compliance side a lot simpler.
  • What do you enjoy most about working with the RIA in a Box team?
    • The family environment, and the laid back culture. Also participating in fun food Friday.
  • What has been the most important lesson you've learned so far at RIA in a Box?
    • Don't be afraid to ask questions. We have a ton of experienced people on staff that are happy to help.
  • What is your favorite feature on MyRIACompliance?
    • The compliance log. Gives clients the full story of a firms compliance program in a simple view.
  • What do you like most about the working in sales?
    • Traveling and getting to talk to prospects face to face at conferences and other events
  • What is the most common question you get?
    • What separates you from all the other compliance firms?

 

 

What the Rest of the RIAB Team Says About Jeff
  • "Jeff brings an element of fun and entertainment to the sales team while being a great asset to our clients."
  • "As an onboarding specialist, Jeff takes pride in his ability to ‘wow’ clients and create a positive first impression.  He’s proof that one can be super successful professionally and be loads of fun personally.  He makes each and every day around the office more fun, so I think he's a keeper!"
  • "The energy Jeff brings to the office is contagious.  He is reliable, diligent, and endlessly entertaining!"