Eric Spires Email & Phone Number

Bordentown, NJ, US

Philadelphia, US

• Oversaw Janney's advisory business of 225,000+ accounts and AUM exceeding $80 billion dollars
• Coordinated the successful execution of advisory billing processes across all SMA, UMA, and dual-contract relationships
• Led application development ensuring new system workflows and enhancements met technical specifications
• Utilized SQL for project decision-making and control gap analysis
• Developed and automated audits using robotics to mitigate risk and enhance operational efficiency
• Resolved technical and operational issues impacting multiple business units

Philadelphia, US

• Implemented new commission system automating processing of Annuity, Life, and 401k commissions
• Enabled “DTCC Money Settlement” digitalizing fund transmission from insurance carrier to distributor
• Designed order entry system for Annuity and Life Contracts enabling e-sign for 80%+ of contract population
• Created life insurance application system to aggregate purchasing data and comply with new industry regulations
• Manufactured enhanced departmental controls ensuring timely and accurate processing of time sensitive protocols
• Managed vendor relationships and represented Janney at conferences and roundtables to drive industry change

Philadelphia, US

• Simultaneously trained new hires and managed the department through a transitionary period
• Developed and tested system enhancement requests to improve workflow design
• Constructed new order entry documentation to comply with industry regulation changes

Philadelphia, US

• Completed annuity purchases, exchanges, transfers, disbursements, and contract modifications

Millburn, NJ, US

• Collected and interpreted analytical data derived from social media metrics to enhance marketing strategies
• Utilized social media marketing strategies to drive brand awareness and increase business opportunities for clients
• Produced original content on multiple social media platforms and used industry programs to deliver content
• Worked directly with management of the agency in a fast-paced business environment
• Conducted administrative duties in delegating tasks to employees and steering the direction of marketing campaigns

Willingboro, NJ, US

• Utilized proper inventory management practices to supervise seasonal workers on the audit project
• Transitioned the Technical Small Parts Department through a move to new facility
• Completed an inventory audit of over 50K different items totaling upwards of 2.3 million dollars
• Optimized global efficiency of the Small Parts Department by standardizing a new shelf labeling system
• Installed and tested structured network data cabling and fiber optic cable improving company’s overall data speed
• Mounted Cisco Servers and dealt with daily information technology requests sent in by company executives

Willingboro, NJ, US

• Developed financial ratios specific to Radwell’s business model to determine weaknesses in company logistics
• Analyzed data to determine most profitable products, and designed item reallocation plan to optimize productivity
• Implemented an internal inventory reallocation project while simultaneously preforming a business audit
• Constantly adapted to unique challenges posed by other business operations during reallocation process
• Prepared detailed presentations and an in depth SOP (Standard Operating Procedures) document
• Executed status reports at bimonthly meetings with the vice presidents

Bachelor'S Degree, Finance, General

Bachelor'S Degree, Marketing

Certificate, Business Information Technology Management