Douglas Post Email & Phone Number

Newton, NJ, US

Milwaukee, Wisconsin, US

• Leading successful implementations of Fiserv’s solutions for new and existing clients.
• Direct engagement with clients from project kick-off through go-live date. Weekly status calls to answer questions/concerns from clients, provide insight on products and testing, ensure smooth implementation of Fiserv.
• Learn and support all products on Fiserv’s platform to develop a key understanding and be able to relay this information to clients in a clear and concise manner.
• Manage operational configuration and interface on Fiserv’s platforms.
• Troubleshooting integration and training clients on Fiserv’s software and technology.
• Work with senior team members to support new projects, new clients, and assist in improving workflow and processes.

• Consulting and financial advice for Pre-IPO companies with the aim of restructuring, recapitalizing, and/or amalgamating to add value to all parties involved.

London, GB

• Answer incoming calls to assist clients and answer questions about benefits, insurance, pension and retirement options.
• Follow-up on any outbound items with clients to provide extraordinary service.
• Assisted with Bank of America engagement to assist employees with company benefits including health, life, and liability insurance. Compared available plans and coverages and assisted with enrollment.
• Assisted with the State of FL engagement to assist employees with their state retirement plan. Compared options between pension plan, and investment plan, discussed benefits, vesting, and put together asset allocation.

Cohoes, New York, US

• Comprehensive financial planning for high-net-worth individuals including investment, tax, insurance, and estate planning.
• Prepared meeting materials and created customized reports to address client needs.
• Obtained research on investment products that helped clients achieve their goals.
• Responded to questions from clients, advisors and internal team members relating to investment products, financial markets and client accounts.
• Provided input to proactively seek out ways in issue-spotting and generating investment ideas for clients and their portfolios.

• Discussed financial objectives to help clients protect, maintain, and grow their wealth.
• Facilitated transactions for clients in mutual funds, life and health insurance.

Automotive sales professional.