SortRefer

SortRefer appoints regional account manager




SortRefer has appointed Jo Prendergast as its regional account manager for the South West.

Jo joins the online conveyancing platform from Siemens Financial Services Ltd.

In her new role, she will report to Phil Goff, head of sales.

Jo’s appointment fills the last post in SortRefer’s sales team, which now comprises five regional account managers and five internal telephone account managers.

Kevin Tunnicliffe, CEO at SortRefer, said that having a team which included external and internal account managers had proved to be successful and very popular with SortRefer users.

“Advisers have the opportunity to find out about SortRefer face to face through our external regional account managers, but also have a crucial named account manager they can rely on in house, if they need help with a particular case.

“We are particularly delighted to welcome Jo Prendergast to SortRefer. 

“Her arrival completes our team and I am sure she will be a great asset in building new relationships as well as managing the many successful ones we already have in the South West.”

Jo added: “I can’t wait to get started and look forward to bringing my experience of the financial services market to bear on my new role.”

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