Brian Denny Email & Phone Number

San Diego, CA

• Alternative Investments, Operations Specialist 2011-Present
• Implemented and maintained firm guidelines for new and existing Investor Profiles for Private Placement Offerings for sponsor related requests
• Processed Purchase requests, Redemptions, and 3040 Private Placement Offerings for multiple Alternative Investment carriers and product types
• Expedited accounts that were previously not in good order to resolve issues within a 3 day Service Level Agreement time frame with, at or close to 100% accuracy for Quality Control and Assurance
• Worked with over 50 products from 20 carriers to process customer requests for new purchases
• Excelled at communication and follow up with internal and external contacts

Boston, MA

• M Group Service Liaison 2006
• Serviced a high volume of inbound service calls
• Facilitated responses to time sensitive life insurance service inquiries by phone and email
• Collaborated outstanding support to other departments. Such as New Business, Underwriting, Marketing, and Commissions
• Orchestrated Pre-Issue and In-force Ledger Illustrations for all John Hancock related products

Marlboro, MA

• Integrated Data Operations Associate 2005
• Collaborated with business partners to maintain high standards of client services
• Responsible for operating client’s plans across several departments of Fidelity’s business structure
• Responded in a timely manner, to complex inquiries regarding retirement plans

Wellesley, MA

• Associate Operations Coordinator 2004-2005
• Establish and processed new applications for Sun Life products
• Daily interaction with Customer Service Representatives to resolve client and agent concerns
• Maintained Sun Life Financial high quality standards

Westborough, MA

• Corporate Actions Representative 1996-2004
• Maintained online data for Dividends, Commissions, and Exchange rates
• Processed monthly Dividend Distributions, tracked internal money movement transfers and write-offs
• Distributed weekly write-off Excel spreadsheets to various internal departments
• Researched and reported Gain/Loss tracking to clients

Bachelor Of Arts (B.A.), History

Liberal Arts, Liberal Arts And Sciences, General Studies And Humanities