Daniel Heaney Email & Phone Number

Saint Paul, Mn, Us

Greater Minneapolis-St. Paul Area

- Develop and implement training of trading services new hires in options trading, fixed income trading, and new discretionary block trading platform. Ensure continued high level quality of trading product knowledge from existing teams. - Manage teams' quality and efficiency of in-bound phone operations, providing real-time support and coaching of trading related policies, procedure, and operation.- Handle escalated internal and external concerns related to trading, and make proactive decisions to minimize risk.

Greater Minneapolis-St. Paul Area

• Assist advisors with trading questions concerning complex investments such as fixed income, structured products, options, and unit investment trusts.• Review and release equity and option trade orders placed by clients on Ameriprise website.• Provide support to the field with regards to capabilities and mechanics of trading platforms and order types.

Minneapolis

• Serve as first point of contact for brokerage and wrap style products, provide timely resolution of advisor driven concerns and questions, and order entry for clients or field staff.• Advised on the use of trading tools and platforms, coaching the field on tool capabilities and encouraging self-service opportunities. • Took additional responsibilities in the liquidation of residual dividends, communicating with field staff via Chat, and serve as team’s point on idea sharing process.

Beaver Creek

• Handle and direct large quantity of customer demand for transportation throughout Beaver Creek Village, provide pertinent information regarding resort, transportation, and general opportunities for guests. Redirect callers to proper lines. Always maintaining warm and friendly tone with customers.• Delegate trip requests amongst drivers as dispatcher, maintaining the shortest possible wait time for guests. Fast paced atmosphere and high expectations by guests required performance under strict requirements.• As dispatcher worked in team environment with call takers to manage complex logistical problems, mitigating transportation issues with drivers while remaining patient with customers.