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