Experience

JFC Advisor Network

• United States
• Financial Services
• 1 - 100 Employee

• Senior Operations Associate

  • Jul 2021 - Present

  Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No… Show more Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• Operations and Advisor Services

  • Jul 2021 - Present



Securities America Inc.

• United States
• Financial Services
• 300 - 400 Employee

• Analyst II - Asset Transfer (Research)

  • Oct 2008 - Feb 2019



None

• 700 & Above Employee

• Entrepreneur

  • Oct 2008 - Feb 2019

  • Assigned to 35 Gold Star offices. The offices qualify as Gold Star by obtaining $2,500,000+ in GDC (Gross Dealer Concession) at the branch level or $475,000+ GDC at an individual level. • Consulting with Gold Star office personnel on a variety of items. • Provide on-going guidance to the Gold Star offices throughout the business partnership, ensuring that questions are answered, paperwork is received and the process continues smoothly and in a timely manner. • Research presented… Show more • Assigned to 35 Gold Star offices. The offices qualify as Gold Star by obtaining $2,500,000+ in GDC (Gross Dealer Concession) at the branch level or $475,000+ GDC at an individual level. • Consulting with Gold Star office personnel on a variety of items. • Provide on-going guidance to the Gold Star offices throughout the business partnership, ensuring that questions are answered, paperwork is received and the process continues smoothly and in a timely manner. • Research presented problems utilizing all resources available. As necessary, coordinate with internal departments or external companies to resolve as efficiently as possible. Make recommendations for problem resolution based on the analysis completed. • Identify opportunities for improvement and recommend possible solutions. • Make recommendations to representatives concerning SAI products and training opportunities that could improve representatives’ business and operations • Initiate proactive communications to representatives on procedural and operational changes/time tables • Proactively contact Gold Star offices notifying and training the offices on new developments and products, policy or procedures that will be paramount to relationship building and ultimate retention of top performance offices • Provide ongoing refresher training as needed to help ensure office efficiency on operational and procedural issues. This may include traveling to the reps office. • Creating and updating SOPs (standard operating procedures) for the Gold Star Program and for the entire Rep Relations department • Presenting at department meeting, company meetings and conferences • Leading panel discussions at conferences • Managing multiple phone queues making sure there is adequate coverage • Being a mentor, coach and trainer for new hires within the Rep Relations Center • Working as a remote agent from home for half of the required shift and the other half working at the office. Show less • Assigned to 35 Gold Star offices. The offices qualify as Gold Star by obtaining $2,500,000+ in GDC (Gross Dealer Concession) at the branch level or $475,000+ GDC at an individual level. • Consulting with Gold Star office personnel on a variety of items. • Provide on-going guidance to the Gold Star offices throughout the business partnership, ensuring that questions are answered, paperwork is received and the process continues smoothly and in a timely manner. • Research presented… Show more • Assigned to 35 Gold Star offices. The offices qualify as Gold Star by obtaining $2,500,000+ in GDC (Gross Dealer Concession) at the branch level or $475,000+ GDC at an individual level. • Consulting with Gold Star office personnel on a variety of items. • Provide on-going guidance to the Gold Star offices throughout the business partnership, ensuring that questions are answered, paperwork is received and the process continues smoothly and in a timely manner. • Research presented problems utilizing all resources available. As necessary, coordinate with internal departments or external companies to resolve as efficiently as possible. Make recommendations for problem resolution based on the analysis completed. • Identify opportunities for improvement and recommend possible solutions. • Make recommendations to representatives concerning SAI products and training opportunities that could improve representatives’ business and operations • Initiate proactive communications to representatives on procedural and operational changes/time tables • Proactively contact Gold Star offices notifying and training the offices on new developments and products, policy or procedures that will be paramount to relationship building and ultimate retention of top performance offices • Provide ongoing refresher training as needed to help ensure office efficiency on operational and procedural issues. This may include traveling to the reps office. • Creating and updating SOPs (standard operating procedures) for the Gold Star Program and for the entire Rep Relations department • Presenting at department meeting, company meetings and conferences • Leading panel discussions at conferences • Managing multiple phone queues making sure there is adequate coverage • Being a mentor, coach and trainer for new hires within the Rep Relations Center • Working as a remote agent from home for half of the required shift and the other half working at the office. Show less



PayPal

• United States
• Software Development
• 700 & Above Employee

• Charge Back Rep

  • Jan 2005 - Jan 2007



Neighborhood Community CU

• Head Teller

  • Jan 2001 - Jan 2005