Andrew Ruggles Email & Phone Number

Minneapolis, Minnesota, United States

• Engage in strategic planning to prospected for clients through natural market, referrals, and outreach events
• Planned and implement outreach events for relationship building with prospective clients
• Collected know your client information, and recorded core information from client meetings
• Analyzed client's financial situation to determine needs and presented solutions to those needs to the client

Minneapolis, Minnesota, United States

• Managed client account portfolio of corporate trust relationships including businesses, pension trusts, non-profits, schools and hospitals using Salesforce CRM system. Clients included some with $1, 000, 000, 000.
• Interacted with client's management teams and multiple internal operations groups through written communication
• Utilized strong problem-solving skills to resolve client issues and assisted with usage of online tools.
• Submitted large dollar value wires and trades, and sent and received assets in-kind via Fed and DTC
• Assisted with client audits

Minneapolis, MN

• Supported client management for company sponsored retirement plans
• Ran data extracts for transaction data, balances, and participant indicative information, and normalized non-standardized data received from clients for use by operations groups
• Complied with corporate standards and guidelines for client sensitive data, anti-money laundering procedures, bank secrecy act, OFAC standards, and financial crimes prevention
• Coordinated and problem solved across several operations and customer service groups including loans, distributions, actuaries, legal support, cash management, and call center
• Participated in project teams and process enhancements including on-boarding an offshore solutions initiative and system testing

Roseville, MN

• Serviced corporate retirement plan participants in a contact center context by answering by questions about plan specifics and general information about ERISA plan rules and regulations, and submitting transactions
• Applied conflict resolution skills in a specialized service recovery team researching escalated participant inquiries and giving special management to more complicated cases
• Provided training and mentoring to new representatives

Philadelphia, PA

• Engaged in day-to-day organizational support responsibilities including bookkeeping, program record maintenance and logistics, and maintaining HR functions with an outside vendor
• Planned and implemented regular projects of the organization including board and member meetings overseeing event logistics, vendor engagement and volunteer management.
• Created financial reports and cash flow projections for executive director and board
• Worked collaboratively to develop sustainable on going solutions including building a donor database
• Implemented process improvements to conform to GAAP standards and proper oversight controls

Internship with LEADD summer youth camp of the Interfaith AllianceI managed LEADD database and organized logistics for LEADD participants. I communicated and coordinated with multiple parties including parents, youth, faculty, and vendors for LEADD. I compiled LEADD curricular material, and manged that material during LEADD event. I led small groups during.

Participated in after school program for at risk youth tutoring academically challenged children one on one. I assisted in grant preparation. Copy edited and over saw the editing of a youth newspaper

Bachelor'S Degree, Accounting

Master Of Divinity, Divinity/Ministry

Bachelor Of Arts - Ba, Philosophy

Ba, Philosophy

Activities and Societies: Philosophy Club Co-President, Theta Alpha Kappa Religious Studies Honors Society Vice-President