Brian Nickerson Email & Phone Number

Boston, MA, US

Framingham, Massachusetts, US

Ledgex is the first FinTech platform specifically designed to help fix the data quality challenges all multi-asset allocators face.We enable investment offices to more confidently and successfully manage complex portfolios, with game-changing improvements in data accuracy, transparency, and timeliness.Responsibilities include Overseeing Call Center.

In this position I ran the Agency Support team, the Quality Control team, the Processing team and the Customer Service team. Streamlined the order submission process by combining roles, responsibilities and processes, which improved order flow and reduced labor expenses.Organized and trained the Quality Control team whose function was to verify order.

Responsible for auditing the US and European shops to ensure compliance with company policies and goals. Placed as acting director of the Hamburg, Germany office after 1.5 weeks of employment. Refocused work initiatives of German staff to improve overall performance and increase revenue.Put controls in place to manage German shop expenses and increase.

Responsible for the supervision of a staff of fifteen people within customer service, sales support, purchasing and administrative support. Responsible for the recruitment and training of all staff members. Managed the needs/requirements of high revenue accounts through extensive follow-up procedures. Successful account retention record of 98%. Performed.

Responsible for the accurate reporting of new business, which generated revenue in excess of over $750,000.00 per month.Maximized revenue by adhering to company profitability goals in that each order submitted by the sales force followed the company's financial models.Oversaw the daily operations of the departmental staff in fifteen branch.

Supervised store personnel of 100+ associates. Responsibilities included the organization of their daily activities with attention to detail and accuracy to ensure convenient store operations. Fulfilled multiple assignments from upper management quickly and efficiently successfully meeting labor budgets, store expense budgets and deadlines while working in.