Dan Bertke Email & Phone Number

Columbus, Oh, Us

New York, Ny, Us

New York, Ny, Us

• Act as a liaison between the Columbus branches and service departments• Serve as a resource to financial advisors, support staff, and clients• Prepare and process trade corrections, and maintain necessary records for compliance• Assist with remediation and audit related projects• Review client activity for digital and self-service opportunities

New York, Ny, Us

• Ensured new accounts and account modifications were appropriately approved using various internal systems and suitability evaluation• Provided feedback and insight on pilot processes in order to mitigate risk• Worked closely with all levels of the field to troubleshoot problems by locating appropriate resources and designing best-option solutions• Regularly exceeded performance benchmarks in all areas (production, accuracy, and effort)

New York, Ny, Us

• Selected for Private Wealth Management team within 6 months• Evaluated money movement transactions including checks, journals, wires, and account transfers• Supported Regional Business Analysts with performance and accuracy reports• Adapted to policy modifications at the firm and regional level

New York, Ny, Us

• Clarified mutual fund trade details including history, adjustments, and commission• Provided support for 529 college savings plans including account opening, closing, and maintenance• Handled high-volume workload within a deadline driven environment, averaging 60-70 calls per day• Quickly reacted to changes in the line of business and communicate these changes accurately to branch employees• Upheld a professional demeanor in escalations and high priority circumstances

Columbus, Ohio, Us

• Assisted in data collection and research for the Ohio Business Profile program to raise awareness about companies registered and doing business in Ohio• Updated, edited, filed and published records for elected officials in Ohio• Consistently met deadlines to gather and present information to supervisors• Participated and assisted with swearing-in ceremonies for Board of Elections members and staff meetings• Coordinated with other interns to ensure tasks were finalized in a timely manner• Demonstrated proven reliability in a swing state office during a presidential election year

• Responsible for the training and onboarding for new employees• Managed 2-3 employees per shift and provide them with feedback

Dayton, Oh, Us

• Ensured all uniforms, related apparel and equipment are maintained in a clean and useable condition• Organized game day equipment preparations and setup/tear down for games• Coordinated repairs and maintenance for travel vehicles

• Promoted from cook to manager within six months• Oversaw the entire operation of the restaurant during scheduled shifts• Responded to customer inquiries and proactively resolved customer complaints• Responsible for checking stock levels and handling incoming supply orders