About StockCross Financial Services

StockCross and the new 40 years and counting, helping our valued investors build their wealth with confidence. 

"Your StockCross investment professional is looking out for your best interest. Whether you’re a new, seasoned or prospective investor; StockCross puts your needs, goals and objectives first."

Ron Roberts
National Sales Manager
25 Years industry experience

StockCross welcomes Heather Martin!

by Juliana McDonald | Feb 04, 2014

StockCross Financial Services names Heather Martin as Managing Director of Corporate Services

BEVERLY HILLS, Calif., Feb. 4, 2014 /PRNewswire/ -- Today StockCross Corporate Services, announced that Heather Martin has joined the firm as Managing Director to support new business development initiatives in equity compensation and executive services. Based in California Heather will drive corporate client sales in collaboration with preferred technology partners.

"We are committed to expanding Corporate Services and Heather is a great addition to our team. We look forward to tremendous growth in 2014 and the years to come." said David Gebbia, Principal StockCross Financial Services

Ms. Martin joins StockCross with nearly 20 years of experience in Equity Compensation. Most recently having worked at E*TRADE Financial in corporate sales and relationship management. While at E*TRADE, Heather was a leader in sales quotas and new corporate client acquisitions. Prior to that, she managed Large Market corporate client relationships ensuring customer success, satisfaction and retention. Before joining E*TRADE, she managed global equity programs at Progress Software Corporation and PTC. Heather brings a unique perspective with her extensive industry experience working for issuers as well as service providers.

"Heather is a highly successful relationship manager and sales executive with great energy. She will be a key member of our team." said Eric Tassell SVP Corporate Services.

"I am excited to join the StockCross team and to expand our presence in the equity compensation industry," said Martin. "This is a very exciting time to be at StockCross, we have a terrific opportunity to establish new corporate client relationships and deliver superior service for our corporate clients and participants through our investment specialists and technology partners."

In the past five years, StockCross has invested in building key partnerships to bring clients the best cutting-edge technology and industry expertise. Serving participants in over 145 countries, StockCross offers the best of both worlds; cost-effective plan administration and participant solutions while delivering personal service regardless of account size.

Heather is a graduate of Bentley University, where she earned an MBA and Bachelor of Science in Accountancy. She holds FINRA Series 7 and Series 63 licenses.

SOURCE StockCross Financial Services

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Brokerage Products and Services offered by StockCross Financial Services, Inc. - Member FINRA and SIPC.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus and, if available, the summary prospectus contain this and other information about the investment company.  To obtain a prospectus contact StockCross at 800.225.6196. Read the prospectus carefully before investing.

Options involve risk and are not suitable for all investors. Detailed information on our policies and the risks associated with options can be found in the StockCross Options Application and Agreement, Customer Agreement, and by downloading the Characteristics and Risks of Standardized Options, and 2012 Supplements from The Options Clearing Corporation, or by requesting a copy from StockCross free of charge. 

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