Erick Cavan, Cspo Email & Phone Number

Des Moines, Iowa Area

I assist in developing operational project requirements and new product rollouts. My role supports various test environments, application support, quality assurance criteria, front/back end scope, and other necessary components. I also act as a liaison between several departments and cross-functional teams to ensure operational execution.

Resource center professionals are responsible for answering an average of sixty calls per day covering a variety of topics for ING financial advisors and being their back office support. The topics include licensing, commissions, compliance, technical support, training, transfers in/out, client support, and additional needs as they arise.

As General Manager of an optical store that generates a million dollars in volume for sales, I oversee seven associates, five doctors, and five technicians. My duties include hiring, training, mentoring, coaching, and maintaining sales quotas. I also report to my supervisors my sales, audits, advertising, and general recommendations necessary to improve.

Registered representative trained to assist members who have separated or been acquired by the company's retirement program. My primary goal was to retain assets with Principal Connection by recommending appropriate options based on suitability and need. Converted over one thousands account into IRA options and retained 15 million dollars in assets..

I aspired to be the best financial advisor by putting my client's best interests before my own. I offered a disciplined investment process that was designed to strategically meet each client's specific goals without undue risk exposure. My investment consulting services provide guidance through the investment process, help define objectives, allocate.

I was the manager of the optical division with operating sales in excess of one million dollars. Responsibilities involved exceeding sales production quotas, maintaining a trained professional staff, grooming and mentoring diverse management candidates, increasing overall market share, and involvement with community events. I received an award for Manager.

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Business, Mathematics, And Computer Technology