Pat Dunn, Cfp®

Pat Dunn, Cfp® Email and Phone Number

Director of CX - Robinhood | 18+ Years Experience | Scaling TradFi & DeFi Teams | Leading Operations | Igniting Growth | Delivering World Class Support at Scale | Driving Revenue Through Relationships @ Robinhood
Pat Dunn, Cfp®'s Location
Denver Metropolitan Area, United States, United States
Pat Dunn, Cfp®'s Contact Details
About Pat Dunn, Cfp®

Results-oriented fintech leader with a proven ability to deliver exceptional results. Skilled in driving growth,maximizing profitability, and optimizing processes. Proven track record in building high-performing teams, fosteringstrategic partnerships, and delivering exceptional user experiences.‘Service is sales’

Pat Dunn, Cfp®'s Current Company Details
Robinhood

Robinhood

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Director of CX - Robinhood | 18+ Years Experience | Scaling TradFi & DeFi Teams | Leading Operations | Igniting Growth | Delivering World Class Support at Scale | Driving Revenue Through Relationships
Pat Dunn, Cfp® Work Experience Details
  • Robinhood
    Director Of Customer Experience - Head Of Specialty Teams
    Robinhood Feb 2023 - Present
    Menlo Park, California, Us
    Established HNW & Active Trader Desks | Cost Center to Revenue Generator | Director of Social Response | Director of Executive Office Escalations | Scaling First Ever Sales and Relationship Org at Robinhood
    View
  • Robinhood
    Head Of Supervision, Qa, Executive Office, Operational Controls
    Robinhood Oct 2022 - Feb 2023
    Menlo Park, California, Us
    Enhanced Supervisory Controls | Implemented Key Systems | 3210 Testing | Complaints Reporting | Risk Management | Scaled Quality Assurance | Cash & Crypto CX Lead
    View
  • Robinhood
    Director Of Customer Experience | Head Of Core Brokerage
    Robinhood Jan 2022 - Sep 2022
    Menlo Park, California, Us
    Improved Customer Satisfaction +12% | SLA Adherence +60% | SOP Refinement | Improved Profitability of Solves | Accountability Champion | Launched Chat and Phone Channels
    View
  • Robinhood
    Senior Manager Of Customer Experience
    Robinhood Jan 2021 - Jan 2022
    Menlo Park, California, Us
    Scaled Teams | Establish KPIs | Key Cross Functional Partner Delivering on Launches | Coach | Established Voice of CX
    View
  • Td Ameritrade
    Regional Director - Ohio Valley
    Td Ameritrade Feb 2018 - Jan 2021
    Omaha, Ne, Us
    $1.2B Annual Growth of AUC | Data Driven Leader | Firm Leading Community Engagement | Top Region in Service and Resolution | 15+ Branches | Led 80+ Professionals | Circle of Champions
    View
  • Scottrade
    Regional Director
    Scottrade Jul 2013 - Feb 2018
    Saint Louis, Mo, Us
    Drove Service to Sales Transition | 32 Branches Servicing $40B | Key Region in Guidance Production | 5x Presidents Club Winner
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  • Scottrade
    Assistant Branch Administration Manager - East Division
    Scottrade Oct 2011 - Jul 2013
    Saint Louis, Mo, Us
    View
  • Scottrade
    Senior Traveling Manager - National Service Center
    Scottrade Apr 2010 - Oct 2011
    Saint Louis, Mo, Us
    View
  • Scottrade
    Stockbroker - National Service Center, St. Louis, And Boulder Locations
    Scottrade May 2007 - Apr 2010
    Saint Louis, Mo, Us
    View
  • Scottrade
    Branch Intern
    Scottrade May 2006 - May 2007
    Saint Louis, Mo, Us
    View

Pat Dunn, Cfp® Skills

Banking Series 63 Series 7 Securities Mutual Funds Investments Customer Service Investment Strategies Options Sales Equities Finance Retirement Planning Bloomberg Series 24 Wealth Management Financial Services Trading Portfolio Management Sales Management Fixed Income Asset Allocation Analysis Financial Analysis Microsoft Excel Bonds Finra Microsoft Office Uniform Combined State Law Remote Managment Sales Management Coaching Coaching Financial Goals Goal Setting

Pat Dunn, Cfp® Education Details

  • Lindenwood University
    Lindenwood University
    Finance And Accounting

Frequently Asked Questions about Pat Dunn, Cfp®

What company does Pat Dunn, Cfp® work for?

Pat Dunn, Cfp® works for Robinhood

What is Pat Dunn, Cfp®'s role at the current company?

Pat Dunn, Cfp®'s current role is Director of CX - Robinhood | 18+ Years Experience | Scaling TradFi & DeFi Teams | Leading Operations | Igniting Growth | Delivering World Class Support at Scale | Driving Revenue Through Relationships.

What is Pat Dunn, Cfp®'s email address?

Pat Dunn, Cfp®'s email address is pa****@****ade.com

What is Pat Dunn, Cfp®'s direct phone number?

Pat Dunn, Cfp®'s direct phone number is +131491*****

What schools did Pat Dunn, Cfp® attend?

Pat Dunn, Cfp® attended Lindenwood University.

What skills is Pat Dunn, Cfp® known for?

Pat Dunn, Cfp® has skills like Banking, Series 63, Series 7, Securities, Mutual Funds, Investments, Customer Service, Investment Strategies, Options, Sales, Equities, Finance.

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