Brian Mccormick Email & Phone Number

Philadelphia, PA, US

Deliver consultation and support to financial advisors through inbound calls and web trainings, educating them on the benefits and functions of platform capabilities, increasing platform usage and advisor efficiency. Act as a Subject Matter Expert both internally and externally on platform functionality. Demonstrate outstanding advisor support through.

Greater Philadelphia Area

• Responsible for providing support to Envestnet’s largest RIA clients who manage over $16 billion in assets on the Envestnetplatform. Guide financial advisors in generating investment proposals for existing and.
• Initiate, monitor, and complete over 150 daily trading, cashiering, account opening, and otheroperational requests onbehalf of financial advisors
• Analyze performance and billing issues, while also creating and customizing client report templates to display appropriate data for client meetings
• Serve as financial advisors’ liaison with money managers and financial custodians
• Act as the main point of contact for nearly 20 firms who require assistance in completing and enhancing their operational practices
• Field internal requests from operational teams, liaisons, and regional sales consultants

Greater Philadelphia Area

• Responsible for telephone and email support to financial advisors on a daily basis. Develop and enhance relationships with firms to establish trust and assurance, while working together to meet goals and objectives of.
• Execute 800+ weekly trading and account opening/maintenance service requests for advisors
• Address external and internal inquiries regarding client accounts
• Offer education and training to financial advisors regarding platform functionality
• Provide guidance with respect to new account document completion and requirements, performance reporting andbilling, web navigation, and account reconciliation
• Train and mentor new employees to develop their knowledge and establish comfort with platform navigation andservice requests

Greater Philadelphia Area

• Generate and administer rehabilitation patient accounts for 8 therapy clinics through management system platforms, RTK and Insync. Serve as a project team member for incorporating cost-effective plans by collecting.
• Process patient bills up to $20,000 and communicate with corporate billing departments, insurance companies, andworker's compensation agencies to execute outstanding debts
• Create rehabilitation exercise plans for patients through EMR platform and provide education and application of proper form and cues for injury prevention
• Build and strengthen client relationships to establish trust regarding their rehabilitation journey while advising family and friends to function as support systems

Greater Philadelphia Area

• Assisted members applying for loans and was authorized to forward unsecured loans up to $50,000 and secured loans up to $250,000 to branch loan officers.
• Regulated daily branch settlement reports and maintained appropriate vault inventory with documentation of all vault transactions
• Communicated strategies for cross-selling credit union products and services with team members
• Helped with researching, analyzing and recommending operational policies/processes/procedures to standardize and develop best practices for the organization
• Worked as a team leader for PA branch tellers in regional sales company competition

Greater Philadelphia Area

• Communicated with over 5,000 national funeral homes and designed accounts for clients as well as templates for prospective clients.
• Collaborated with funeral home staff to produce and update funeral arrangements for families and friends seeking service information
• Responded to hospice nurses and other hospital staff and relayed information to the on-call funeral directors
• Handled questions regarding billing invoices for clients and confirmed status updates for service arrangements as well as the director(s) on-call
• Ran a variety of daily, weekly, and monthly reports using SRS software