Anthony Curtis Email and Phone Number
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FINRA Series 7, 63, 65, 9/10Over 10 years experience in management and training. History of proactively identifying and addressing potential risks. Strategic thinker who understands the Big Picture without losing sight of the important details. Experience Merrill Edge Investment Center, Jacksonville, FL 2013-PresentAVP, Senior Operations Manager Brokerage Client Onboarding – June 2015 to PresentInvestment Center Team Lead – July 2014 to June 2015• Completed the Leadership Development program May 2015• Developed and implemented associate tracking spreadsheets used as templates for the IC• Created trade tests for team to identify training needs and reduce trading risk• Recognized for work on Virtual Assistant project for MerrillEdge.com, specifically as SME for Margin• Assisted with the following Investment center projects:o Reviewing Trade Training material, identifying and addressing gaps in the trainingo Addressing corporate action related trade corrections, overhauling REORG process o New QA process, developing new scorecard and calibrating it against the prior scorecardo Addressing client pain points identified in CSAT’s, and creating new training to addressTrade Elevation – September 2013 to July 2014• Responsible for writing Trade Elevation Tips and other Direct Review communications• Assisted in training new hires during their nesting period on the floor• Responsible for compiling Manual Review & Release reportsService & Trade – April 2013 to September 2013
Bank Of America Merrill Lynch
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Vice President - Senior Digital AssociateBank Of America Merrill Lynch May 2022 - PresentCharlotte, Nc, Us -
Vice President - Supervision Principal IiiMerrill Lynch Jan 2021 - May 2022New York, Ny, Us -
Vice President - Premium Services Team ManagerMerrill Edge Dec 2018 - Jan 2021 -
Vice President - Investment Center Team ManagerMerrill Edge Apr 2017 - Nov 2018 -
Assistant Vice President - Senior Operations ManagerMerrill Edge Jun 2015 - Mar 2017 -
Officer - Senior Investment SpecialistMerrill Edge Jul 2014 - Jun 2015 -
Investment Specialist - Trade ElevationMerrill Edge Sep 2013 - Jul 2014 -
Investment SpecialistMerrill Edge Apr 2013 - Aug 2013 -
Store & Online Manager AliasJones Pawn Oct 2006 - Mar 2013In 2012 I created a method of analysis and forecasting for the company in order to allow us to better understand our performance and prepare for the future In 2011 I developed new employee tracking metrics to improve efficiency and highlight waste, the highlight of which was the creation of an employee investment tracking investment algorithm that has allowed us to increase our gross profit 2010, oversaw 13% revenue growth. This was driven by a new employee goal setting and performance tracking I created and implemented.In addition to running online operations, took over day to day operations at our main location, seeing 50% increase in investments during 2008-2009, resulting in revenues exceeding goals and forecasts.In 2006, I developed and implemented an online strategy for Alias Smith & Jones Pawn, including creation of the website, online marketing, and managing online policies and procedures.In addition to running online operations, took over day to day operations at our main location, seeing 50% increase in pawns during 2008-2009, resulting in revenues exceeding goals and forecastsIn 2004 I was promoted and given complete control of a branch location that was losing money. I was allowed the opportunity to implement my growth plan for the branch, which I was able to successfully return to a profitable location. Trained and development of new employees by working side by side, teaching them the intricacies of the pawn business, from customer relations to product research. Oversaw the development of store layouts, making the sales floor a dynamic place that could be quickly adjusted to meet the needs of our changing inventory.; Responsible for day-to-day operations, managing a staff of 7 employees.Developed overall company strategy and direction with owner and other managers.
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Store Manger / Website ManagerSmith And Jones Pawn Nov 2003 - Mar 2013Increase revenue 33% in the 5 years I have been on management teamAssisted in increasing organization profit from -16K in 2003 to 50K in 2005Managed conversion from old business model to computerized system and online salesCreated store website and online sales program
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ManagerAlias Smith & Jones Pawn Nov 2003 - Mar 2012I managed a retail location for our 4 location pawn shop chain, then moved on to running our website and ecommerce operation. I also am involved with the day to day operations of our largest branch and have a hand in the strategic planning for the organization.
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Package Delivery Driver2003 Momentum Logistics Inc Jul 2002 - Nov 2003Deliver packages along routeAdapt quickly to daily changes and challengesConsistently completed route before all others; Handled very high volume route
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Part-SupervisorUps Oct 2001 - Oct 2003Atlanta, Ga, UsManaged a staff of 8 employees during operations unloading trucks and preparing drivers for their daily delivery routes.Improved production by addressing problem areas and bringing their efficiency up to par with company goals. Also improved production by decreasing absenteeism. -
Part-Time SupervisorUps Jan 2002 - Mar 2003Atlanta, Ga, UsManaged a work area of 8 to 10 employees. -
SupervisorUps Sep 1999 - Feb 2003Atlanta, Ga, UsManage work area with 20 employeesPart of management team that increased production and efficiency 9%Twice named Supervisor of the Month -
Credit AnalystCitibank Feb 2000 - Apr 2001New York, New York, UsAnswer customers' inquiries regarding credit card applicationsProcess credit applicationsAnalyze credit histories on borderline applications
Anthony Curtis Skills
Anthony Curtis Education Details
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University Of PhoenixGeneral -
University Of PhoenixManagement And Operations
Frequently Asked Questions about Anthony Curtis
What company does Anthony Curtis work for?
Anthony Curtis works for Bank Of America Merrill Lynch
What is Anthony Curtis's role at the current company?
Anthony Curtis's current role is Vice President - Senior Digital Associate at Bank of America Merrill Lynch.
What is Anthony Curtis's email address?
Anthony Curtis's email address is an****@****ail.com
What is Anthony Curtis's direct phone number?
Anthony Curtis's direct phone number is +140675*****
What schools did Anthony Curtis attend?
Anthony Curtis attended University Of Phoenix, University Of Phoenix.
What are some of Anthony Curtis's interests?
Anthony Curtis has interest in Com, Blogging, Overgeeking.
What skills is Anthony Curtis known for?
Anthony Curtis has skills like Management, Strategy, E Commerce, Forecasting, Online Marketing, Analysis, Strategic Planning, Sales, Market Research, Customer Service, Retail, Financial Analysis.
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