Eric A. Email & Phone Number

Scottsdale, Arizona, United States

Scottsdale, Arizona, United States

Scottsdale, Arizona, United States

Scottsdale, Az

Manage team of 10-13 to serve broker-dealer functions for advisors and their managed clients. Lead daily operations for department.-Lead a high performing team with perfect quality metrics.-Encourage continuous improvement mindset and follow through with quick testing and implementation of employee-driven ideas.-Revamped department's equity trading training, building department as stronger consultative partner for internal clients.

Scottsdale, Arizona

Provide phone service and investment guidance for high net worth clients. Assess complex client needs, resolve problems, and position solutions. Coach and train internal and external Flagship new hires.• As crew council member, led peer-to-peer coaching and shared best practices with other teams to boost adoption of digital solutions.• Developed report to analyze team’s business results in comparison to department averages and goals. Leveraging this analysis to reinforce strengths and target opportunities, tracked measurable improvements in multiple metrics. • Participated in project to rewrite knowledge management articles. Expanded scope to make recommendations on how articles are organized and formatted across knowledge management resources. Changes implemented so far are allowing for a better crew experience, shorter hold times, and more accurate calls.

Auckland, New Zealand

Contracted employee via Robert Walters NZ in the head office of a small New Zealand-based bank. Operated in three consecutive roles in both lending and retail investments; also including Business Account Manager and Settlements Consultant • Identified excessively manual process and proposed a method of automating it. After implementation, the automation saved the team approximately 6 hours of work per day and resulted in faster vehicle loan processing.• Identified and addressed technical and service issues during the launch of a new small business online lending platform. An improved re-launch of the product resulted in better client satisfaction and higher adoption rates.

Rio Vista, California

As a uniformed member of the US military, performed front line management of the unit’s daily operations and crew of 12-35 people. Served as a reservist from 2007 – 2011 and active duty from 2011 – 2014.• Led successful completion of dozens of search and rescue cases, resulting in lives and property saved.• Successfully trained over 10 junior members to become proficient certified boat crew members and coxswains, boosting the unit’s overall operational capacity.• Developed new system for tracking recurrent training. This system ensured no lapses in member compliance.

Lake Mary, Fl

As part of a large multinational bank, managed reconciliation for over 80 institutional accounts with billions of dollars in assets in custody. • Took lead on reconciliation and problem solving for a business unit acquisition worth over $300B in assets, resulting in a smooth transition into our team’s custody.• After a few months of employment, began training new hires in our team on the bank’s operations, systems, and processes. This training allowed them to quickly become productive contributing employees.

Master Of Business Administration - Mba, Operations, Supply Chain, And Data Science Focus, 4.0

Bsba With University Honors, Business Management - Entrepreneurship