Jonathan Braun Email & Phone Number

South Jordan, Utah

South Jordan, Utah

 Lead a department of licensed trading representatives Oversee the execution and management of company issued equity compensation plans Collaborate with operations to reduce hold times and increase call flows, maintaining a CSL of +90%  Formalize training documents used company-wide focused on efficiency, revenue, and cost Ensure consistent quality and accuracy of 99.7%, reducing risk and lowering costs  Guide and coach representatives in driving sales and obtaining… Show more  Lead a department of licensed trading representatives Oversee the execution and management of company issued equity compensation plans Collaborate with operations to reduce hold times and increase call flows, maintaining a CSL of +90%  Formalize training documents used company-wide focused on efficiency, revenue, and cost Ensure consistent quality and accuracy of 99.7%, reducing risk and lowering costs  Guide and coach representatives in driving sales and obtaining new business ($3.75 million/rep), increasing revenue Recommend and implement policies and procedures ensuring efficient and effective interactions Evaluate and approve trades/financial recommendations for Fidelity and key clients Lead weekly sales and compliance meetings Attract, hire, and retain Stock Plan consultants and associates  Take ownership of and resolve customer escalations Show less

Assisted clients with personal financial development Negotiated day trades and complex option strategiesAccepted and placed over 1000 stock, option, and mutual fund trades per week with 100% accuracy, exceeding department average Monitored and reduced risk for clients and Fidelity Provided education to clients about the market place and assisted with Active Trader Pro softwareTracked and reported department metrics on call handle times and order execution quality

Corporate Stock Plan ServicesExercised company stock options for plan participantsAnswered inquiries about equity compensation plans related to plan participants and corporate clientsAnalyzed participant accounts and offered guidance to help them reach their financial goalsCoached teammates with call quality and recognizing sales opportunities

Successfully accepted and placed over 2000 option, stock, and mutual fund trades, more than the average trading representative Exceeded operational measures contributing more than 35% overtime Answered financial related inquiries and provided personalized solutions for clients while limiting risk to Fidelity and the clientManaged account maintenance by processing customer requests: address changes, bank wires, adjustments, and journalsTax Subject Matter Expert and Campaign… Show more Successfully accepted and placed over 2000 option, stock, and mutual fund trades, more than the average trading representative Exceeded operational measures contributing more than 35% overtime Answered financial related inquiries and provided personalized solutions for clients while limiting risk to Fidelity and the clientManaged account maintenance by processing customer requests: address changes, bank wires, adjustments, and journalsTax Subject Matter Expert and Campaign Driver for my teamProactive in personal development by staying abreast of market news, industry changes, and Fidelity policy and procedures Show less

Mba, Business Administration And Management, General

Bs, Economics

Activities and Societies: Vice President, Pi Kappa Alpha