STRATEGIC SCHEDULING SOLUTIONS
Setting new standards in the wholesaler scheduling industry
We are a premier advisory firm dedicated to investment sponsor services, wholesaler support and scheduling, and all telephone solicitation needs. Led by partners who have been in the financial services industry for over 30 years of combined service, Steve Rokoszewski and James Mulligan culminated 2014 investment product sales exceeding $8 billion at a premier distribution company.
Steve Rokoszewski- Co-founder, President
Steve is co-founder and President of Anchor Advisory Services and is responsible for the firms overall strategy and business development initiatives including financial operations and Human Resources. In the industry since 1998, Steve began his career as a financial advisor, spent time at Met Life Investors in their annuity distribution group, and participated in the start-up and build-out of KBS Capital Markets Group. Most recently, Steve worked his way to Executive Vice President at Realty Capital Securities, which led the industry for over 5 consecutive years, topping $8 billion in investment product sales in 2014. Steve was responsible for building both the internal sales force as well as the business development group which were integral to raising capital. Additionally, Steve oversaw the implementation of a proprietary CRM system which added valuable experience in business analytics. Steve resides in the South Shore of Massachusetts with his wife and son.
James Mulligan- Co-Founder, Executive Vice President
Jim Mulligan is co-founder and EVP at Anchor Advisory Services and responsible for team development and leadership of all client associates as well as business management of the companies strategic goals. Jim has held multiple roles over his 15 years in the financial services industry at Realty Capital Securities, Boston Capital and Meridian Capital. He has successfully built and grown industry leading Wall Street sales organizations in both the private equity and direct investment space. His experience starting out as in internal wholesaler early in his career then moving on to external wholesaling gives him the experience needed to understand the demands of both positions. Jim has a proven track record of building, hiring and training successful distribution channels. During his tenure at RCS, Jim was responsible for acquiring over 40 new firm relationships in the broker dealer channel in 2015. When Jim is not motivating sales associates he devotes his time to his wife and two children.