Benjamin Madtes, Cfp® Email & Phone Number

Mclean, Virginia, United States

- Onboarded new clients including gathering information, preparing and sending paperwork for new accounts, following-up with client for newly opened accounts and tracking account transfers.- Created and updated CRM actions and ensured follow through as well as timely completion of onboarding tasks and ensured communication with the team.- Performed client account maintenance such as updates to client contact information, beneficiary changes, contributions, life events and adding new accounts to portfolio.- Engaged daily in multiple systems such as CRM, portfolio management, custodian platforms, electronic signature sites and secure document service to ensure success of client requests.

- Provided support as needed by fielding calls, managing contacts, schedules and expenses, booking travel, preparing correspondence, producing reports and creating presentation materials for the President .- Maintained company website including posts for company Blog, LinkedIn and other social media sites.- Coordinated the Profiles in Success process beginning with scheduling the initial interview all the way through to the publication of the volume.- Organized and executed marketing, company and client events.

- Traveled to 47 countries in 15 months. - Created travel plans, identified hostels and other accommodations, used language and interpersonal skills.- Attended the World Cup in Russia, Carnival in Rio, the Olympic Games in Mongolia, and others. - Proved resilience and adaptability by traveling to some austere regions. Overcame many difficult situations such as motorbike breaking down in remote location and having my cell phone stolen.

Charleston, South Carolina Area

- Managed ordering and inventory. - Assured guest satisfaction throughout all aspects of operations.- Used Salesforce to acknowledge and resolve guest issues.

- Greeted customers, responded to customer inquiries, assisted customers with locating items in the store, and provided system rainchecks. - Very polite and cordial when resolving customer complaints.- Unloaded delivery trucks, broke down merchandise pallets, distributed merchandise to the sales floor, and organized the back room.

Fort Bragg, Nc

- Managed a team of 3 personnel and planned and organized logistics for deployment and exercises including gear, equipment, and travel plans. Assisted fellow team members to ensure high morale.- Maintained equipment and vehicles. - Deployed to Haiti for four months in response to the earthquake. Set up tents, provided medical attention/triage, and handed out water, tarps, and food. - Completed forms and paperwork to requisition equipment. - Received two Army Commendation Medals, a Good Conduct Medal, and a Humanitarian Service Ribbon.