Brian Cronauer Email & Phone Number

Fruitland, Idaho, Us

-Assist with daily office operations-Handle stocking of office supplies and managing vendor relations-Provide IT support and troubleshooting with phone systems, internet, computer hardware and general office technology-Assist with organizing events for clients and prospective clients-Provide general assistance with data entry and filing

New York, Ny, Us

- Handle day to day operations of the office.- Ensure technology is functioning properly and promptly address any issues that arise with phones, computers, internet, etc.- Proficient with mutual fund reporting software that supports sales team.- Handle on-boarding of new employees.- Run lead reports to help support marketing. - Review and maintain invoices to ensure accuracy of billing.- Oversee the weekend long transition to a separate office during a renovation with no disruptions for employees.- Manage file storage software and update on a daily basis.- Schedule luncheons between fund managers and sales desk.- Run weekly and monthly reports via Salesforce, Constant Contact, Morningstar Software, StyleAdvisor Zephyr Software and distribute to team- Operate weekly Zoom conference calls for both internal team and financial advisors.- Work with office employees to help transition to working remotely during the COVID-19 crisis. - Provide employees with remote tech support and troubleshoot issues during COVID-19.- Obtained Series 63 License July 2017

New York, Ny, Us

- Assist in production of marketing and sales material: Acquisition Brochures (AQB's).- Gather contact information and compile representative lists of new financial services clients.- Organize and send weekly list of prospective clients to National Accounts division for contact and obtaining agreements.- Obtained Series 6 License December 2016

Long Island City, New York, Us

- Update customer based internet reporting system regularly of work performed, status of parts, and job status.- Provide excellent customer service to all clients.- Inform managers and supervisors all open field issues.- Respond to all client inquiries in a professional and timely manner.- Schedule technicians for equipment maintenance, repairs, site surveys, and all other required work.- Work with dispatcher and manage calendar to confirm all scheduled work with clients.

-Facilitate a functioning environment between all three company departments: office, production, and field.-Visit job sites to track all company tools and reverse trend of fiscal losses due to lost/misplaced tools.-File e-mails, file packing slips, create purchase orders, etc.-Purchase materials for office, shop, and field.-Restock office equipment as needed.-Print and deliver drawings to job sites.-Collect payroll information.

Bachelor Of Arts (Ba), Broadcast Journalism

Bachelor Of Arts (Ba), Political Science And Government