Don Jackson, Cscp Email & Phone Number

Edwardsville, Illinois, United States

▪ Gained hands-on experience in each DC function.▪ Leveraged Lean Six Sigma training to identify process improvement opportunities.▪ Helped coordinate the fulfillment of shipments to decommission the DC.▪ Assisted senior leadership with designing processes to clear inventory after DC closure.

St Louis, Missouri, United States

• Led a team of investigators that research and resolve client complaints with allegation of Sales Practice misconduct for the Wealth and Investment Management line of business.• Leveraged analytical skills to help senior leaders monitor productivity, identify inefficiencies, and develop initiatives.• Developed and maintained weekly and ad-hoc reports so associates could efficiently manage their workflow.• Provided coaching through a planned approach that focused on achieving specific results.• Developed, refined, and implemented initiatives to manage risks and address client concerns.• Provided support and leadership to associates, peers, and other colleagues as the department navigated significant changes in structure, management, and resources.• Enhanced the team’s culture through active listening and leading by example.• Built and leveraged strong partnerships throughout the organization.• Presented factual assessments, and recommended resolutions, for high-risk client situations to senior leadership, ensuring the firm was making well informed decisions.• Met with representatives from the firm’s primary regulator, FINRA, monthly to discuss the firm’s response to complaints submitted through the FINRA Securities Helpline for Seniors.• Coached associates through difficult interactions with clients and/or their attorneys, including large settlement negotiations, or participated directly when appropriate.• Ensured adherence to regulatory requirements, including deciding when a complaint must be filed on a registered representative’s license.• Addressed performance concerns through coaching, persistence, and documentation.• Created opportunities for team member engagement and recognition.

St Louis, Missouri, United States

• Ensured strong Sales Performance, Customer Satisfaction, and Regulatory Compliance throughout the 20 branches in the Potomac Region.• Acted as the division’s analytics subject matter expert. Analyzed data and developed reports to identify and communicate trends throughout the 100+ branches in the division.• Empowered Branch Managers and ensured they had the knowledge, resources, and support to lead a successful branch.• Delivered continual communication to all associates in the region by using a combination of long-distance and in-person interactions.• Recruited, hired, and developed qualified individuals.• Set the expectation for a needs-based sales approach that focuses on assisting our clients to achieve their financial goals.• Assessed performance of individuals via reports, observation, and conversation. Then, delivered both formal and informal feedback, addressing performance concerns when needed.

St Louis, Missouri, United States

• Supervised 33 offices, including monitoring and addressing performance concerns.• Developed a national data reporting process to efficiently summarize the branch’s KPIs.• Coached and developed Branch Managers.• Created and delivered live training courses to branch associates.• Developed an updated annual performance management program for branch network.• Revamped the firm’s Daily Reports processes and procedures.• Planned and hosted Client Summits throughout the country.• Member of the Communications Planning Team coordinating internal and external communication surrounding the firm’s projects and initiatives.

New Haven, Connecticut, United States

• Ensured peak branch performance in the areas of customer satisfaction, asset growth, and lead conversion.• Performance led to being selected as a Training Branch Manager, developing new managers.• Supervised and developed branch personnel.• Grew and maintained strong relationships with Branch clients.• Acted as a Registered Principal responsible for OSJ branch locations.

Denver, Colorado, United States

• Educated and assisted clients to ensure they got the most out of their Scottrade experience.• Engaged current and potential clients to strengthen relationships and build business.• Monitored daily activity and risks within client investment accounts.

Denver, Colorado, United States

• Educated and assisted clients to ensure they got the most out of their Scottrade experience.• Engaged current and potential clients to strengthen relationships and build business.• Monitored daily activity and risks within client investment accounts.

Madrid, Community Of Madrid, Spain

• Created and delivered course content to teach English to native Spaniards of various ages.

Aurora, Colorado, United States

• Sales position responsible for originating mortgages, auto loans, and personal loans.• Debt collection and refinancing for delinquent loans.

Master Of Science - Ms, Supply Chain & Analytics

Master Of Science - Ms, Finance, General

Bachelor Of Business Administration - Bba, Finance, General