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• Supervisory role of assisting with offshore process in India to ensure LPL compliance with company quality standards• Maintained strong relationships and demonstrated outstanding customer service follow up with over 20 contacts from outside carriers that LPL currently services and/or other departments within LPL • Received numerous recognition from other employees with “High Fives” for demonstrating excellence in going above and beyond Annuity Operations Specialist 2007-2011• Processed Letters of Indemnity, Rep Change letters, and internal service requests• Interacted with advisors and office staff to service clients with essential quality• Provided outstanding assistance to call center representatives in order to troubleshoot potential problems and resolve issues with annuity orders• Assisted annuity carriers with Annuity Order status and monetary transactions

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