Libby Burns Email & Phone Number

Saint Paul, MN, US

St. Paul, Minnesota, US

St. Paul, Minnesota, US

Led strategy of the Advisor Connection program to ensure long-term success for Group Insurance and Retirement employer clientsArticulated value proposition of program to interested employer clients, while strengthening existing client relationshipsConsulted with employers and account managers to define client needs and interests Managed relationship with.

St. Paul, Minnesota, US

Managed all logistics for employer, employees, and advisor of 300+ financial wellness seminars annually Evolved in-person program to fully virtual within months of the COVID-19 pandemic and routinely scheduled, marketed, and produced webinars with attendance of 300+ employeesManaged pipeline of 60+ advisors certified to deliver program content by training.

St. Paul, Minnesota, US

Create timely advisor and client-approved email communications about Securian Freedom investment advisory program portfolio changes Serve as gatekeeper of investment advisory fee and account minimum exception process by working closely with advisors, staff, and home office suitability associates to find agreeable solutionsConduct annual due diligence.

St. Paul, Minnesota, US

Trained advisors on the investment advisory proposal tool and generated over 100 proposals in a four month periodServed as project manager on six projects, including Securian Advisory Annuity and Securian Freedom Index model portfoliosSelected as one of eight participants in 2017 WMG Professional Development Project to examine feasibility of a robo advice.

St. Paul, Minnesota, US

Optimized commonly used WMG operations reports feeding to the external Securian Financial Services scorecard, ultimately resulting in time and cost savings for the departmentDeveloped content and oversaw the creation of a bi-monthly e-newsletter for the Distribution Partner Compensation program, an enterprise-wide initiative to adopt a shared modern.

St. Paul, Minnesota, US

Served as an active team member alongside 13 peers on Leadership Excellence Project (LEP) to develop an advisor onboarding experience and willingly offered assistance wherever necessaryPresented final LEP recommendation and analysis on two occasions to over 30 key stakeholders, including senior management

St. Paul, Minnesota, US

Supervised and advocated for a team of five claims examiners with over 95 years of combined claims experience Directed first claim for the new critical illness voluntary product through the claims adjudication processProduced claim forms for the new accident voluntary product based on extensive research of peer companiesIndependently developed and.

St. Paul, Minnesota, US

Researched and identified potential vendors to host a new investment advisory program aimed at affluent customersLed request for proposal process to evaluate vendor offerings and coordinated on-site vendor demosAssisted project sponsor in presenting recommendation and analysis to steering and executive committees

St. Paul, Minnesota, US

Planned, coordinated, and executed large-scale entertaining events such as “Big Movie Night,” “DIY Lanyards,” and “Relaxation Night” every Friday night for all undergraduate students

St. Paul, Minnesota, US

Provided superior customer service and resolved issuesCollaborated effectively on a 20 person teamInteracted directly with St. Thomas students, staff, parents, and community members

St. Paul, Minnesota, US

Established community among 40 first-year students in a safe, inclusive environment to stimulate personal growth Mediated and resolved student conflict and provided guidance and support to residentsPlanned, organized, and executed monthly educational and social programs such as “Dowling Communication Program” and “Open Door Challenge” for 40 to 500 residents

St. Paul, Minnesota, US

Met with 20+ subject matter experts to learn about Albridge, ClientConnect, NetX360, and various departmental functionsConducted research to learn about the Wealth Management Group and systems used by advisorsEfficiently structured and led a progress and issues update meeting with three supervisorsCreated mid-year project update memo and presented to four.

Assisted with on-site meeting/event logistics and answered client questions during events such as the St. Paul District Dental Society Meeting and Minneapolis District Dental Society MeetingAttended planning meetings and provided research support for event preparationEvaluated, critiqued, and offered constructive feedback about event messaging and strategy.

Answered 40+ customer feedback phone calls and responded to 75+ customer feedback emails per day to provide customer insights to Great Clips, Inc. and provide superior service to their customersCommunicated with customers of Walser Collision and Glass, Mander Collision and Glass, and Federated Insurance to conduct follow-up surveys and maintain customer.

New York, NY, US

Represented and promoted Cities97/Kool108 at multiple weekly events across the metropolitan area such as Sun Soaker Thursdays and 80’s Patio Parties Collaborated with other Clear Channel teams at large scale events such as the Basilica Block Party to raise interest and provide a better service to listeners

Assisted the accounting department by efficiently recording rent payments and making deposits

Handled monetary transactions both in the clubhouse and on the golf course Assisted in planning and executing large-scale community tournaments

Worked and communicated as an effective team member as one of four head lifeguardsInstructed swim lessons for pool patrons ranging in age from 2 to 15Enforced pool regulations and ensured aquatic safetyTrained for emergency situations

Bachelor Of Arts (B.A.), Operations And Supply Chain Management, Economics

Education record