Conor Mcdonald Email and Phone Number
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Conor Mcdonald is a Sales Supervision Manager at Ameriprise Financial Services, LLC. He possess expertise in customer service, microsoft word, social networking, powerpoint, public speaking and 5 more skills. He is proficient in English.
Ameriprise Financial Services, Llc
View- Website:
- ameriprise.com
- Employees:
- 2
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Sales Supervision ManagerAmeriprise Financial Services, LlcSaint Paul, Mn, Us
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Central Supervision Unit ManagerAmeriprise Financial Services, Llc Apr 2024 - PresentMinneapolis, Minnesota, United States -
Senior Specialist, Business AnalystCharles Schwab May 2022 - Jan 2024RemoteI was a Business Analyst for the Asset Transfer Services department. In this role, I helped bridge the gap between the business, or the teams processing the transfers, and the development/platform teams. We took the needs, pain points, and inefficiencies the business brought us and came up with was to improve the existing platforms and create better ones going forward. The team used an agile workflow which meant attending daily stand ups, weekly backlog and refinement meetings, and sprint planning sessions throughout the quarter. I also managed the Asset Transfer Services Sharepoint website, the department's "Knowledge Center" page, and made sure our Point of Supervision was always up to date and accurate. In addition, I worked closely with the Risk & Control team on department audits. -
Assistant Team Manager - Asset Transfer ServicesTd Ameritrade Mar 2020 - May 2022I acquired my Series 24 which allowed me to co-manage the team that brought assets into the company from outside brokerages, banks, credit unions, etc. During this time, I used my subject matter expertise to assist any associate in the department with questions, I coached associates monthly in one on ones, I performed monthly quality control evaluations, and I led various meetings on a daily basis. On top of my role as a co-manager, I also represented the department to plan, test, and help develop a new platform to cut down on the manual time associates were spending to complete transfer requests. -
Asset Transfer ServicesTd Ameritrade Jan 2018 - Mar 2020200 S 108Th Avenue, Omaha Ne 68154I worked on the team of transfer specialists that handle and process inbound and outbound ACATS, non-ACATS, and direct rollover transfers for TD Ameritrade. I worked on the Problem Solving Team who work on making the department more effective and efficient. I also worked with other departments to create transparency throughout the company to make sure we all provide a great client experience.
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Investor ServicesTd Ameritrade Jul 2017 - Jan 2018OmahaI answer calls from clients with accounts at TD Ameritrade. On a daily basis, I would deal with account maintenance issues, answer questions about client's accounts, placed trades for clients, and help discover any additional needs they may have.
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Business Service Center InternCreighton University Jul 2016 - May 2017I assist Creighton University Business Service Center specialist with faculty and staff purchasing cards, tax forms, unclaimed property, and other projects that pass through the Business Service Center that allow the University to function effectively and efficiently. -
BartenderOmaha Country Club May 2016 - Sep 2016I worked poolside as a bartender where I made adult drinks, milkshakes for all ages, and provided assistance whenever needed for the servers and management. -
ServerPool & Yacht Club Sep 2011 - Aug 2015Lilydale, MnI started off my sophomore year in high school as a server assistant where I helped take orders, bring out drinks and food to tables, and break down and set up tables. I continued to do so until I graduated high school in 2013 when I moved up and became a server.
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Sexton Dining AssociateSexton Dining Services Jan 2014 - Dec 2014Collegeville, MnI worked with Sexton Dining Services when I went to St. John's University. I did a variety of jobs including working on a sub line, preparing food on a grill, stocking drinks and snacks, washing dishes, cleaning the dining hall, and working the check out register. In the short time I worked there I was asked by management to apply for a higher position, but was unable to because of my plans to transfer schools.
Conor Mcdonald Skills
Conor Mcdonald Education Details
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Cretin-Derham Hall High School
Frequently Asked Questions about Conor Mcdonald
What company does Conor Mcdonald work for?
Conor Mcdonald works for Ameriprise Financial Services, Llc
What is Conor Mcdonald's role at the current company?
Conor Mcdonald's current role is Sales Supervision Manager.
What is Conor Mcdonald's email address?
Conor Mcdonald's email address is co****@****ade.com
What is Conor Mcdonald's direct phone number?
Conor Mcdonald's direct phone number is +165179*****
What schools did Conor Mcdonald attend?
Conor Mcdonald attended Creighton University, Saint John's University, Cretin-Derham Hall High School.
What skills is Conor Mcdonald known for?
Conor Mcdonald has skills like Customer Service, Microsoft Word, Social Networking, Powerpoint, Public Speaking, Leadership, Microsoft Excel, Microsoft Office, Social Media, Microsoft Powerpoint.
Who are Conor Mcdonald's colleagues?
Conor Mcdonald's colleagues are Mark Pollak, Cfp®, Brian Corgard, Harshita Srivastava, William Ryan, Aaron Guimaraes, Paul J. Di Palma, Keshav Kondil.
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Conor McDonald
Student At The University Of Michigan - Stephen M. Ross School Of BusinessChicago, Il1jconnelly.com -
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Conor McDonald
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