Eric Pone Email and Phone Number
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I am a published author, blogger, and most importantly a pastor!
Minnesota Annual Conference Of The United Methodist Church
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Pastor Bloomington Hillcrest United Methodist ChurchMinnesota Annual Conference Of The United Methodist Church May 2022 - PresentUnited StatesPastor of the church leading people to Christ through the whole of their lives!
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Brunswick Umc Associate Minister Of Family DiscipleshipMinnesota Annual Conference Of The United Methodist Church Aug 2020 - May 2022Crystal, Minnesota, United States
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Equity TraderU.S. Bank Mar 2021 - May 2022St Paul, Minnesota, United StatesEquity, Option, Bond retail trader. -
Anti-Money Laundering AnalystRbc Capital Markets May 2019 - Feb 2021Greater Minneapolis-St. Paul Area• Responsible for detecting and monitoring wealth management account transactions to prevent money laundering.• Implemented compliance and money laundering procedures and monitored reports.• Utilizing research competencies, quantitative and qualitative analysis identified activities that triggered for further review or for reporting to government, self-regulatory, or law enforcement organizations.• Created and filed Suspicious Activity Reports (SAR) to FINCEN.• Developed investigative skills that involved working independently while demonstrating banking and investment banking knowledge. • Identified Red Flags and patterns associated with money laundering and other compliance patterns identified with the moving of illegal or illicitly gained funds through investment instruments using transactional records, external data sources, and information available in the public domain. -
Questar Capital Operations SpecialistAllianz Mar 2012 - Mar 2019Golden Valley, Minnesota● Technology Specialist supporting external field force of 600 financial advisors. Reduced technology response times from 2 plus weeks to 24 hours supporting, NETX360, SaleForce, Albridge, TCIP, UIT Testing● Supported in-house Financial Planners through Para planner activities of reaching out to clients to attain new account information, traded the accounts as requested, managed day to day requests from their clients. Reduced the average response time from several months to 48 hours for death settlements and same day for standard operations.● Trading operations placing equity, bond, options, unit investment trust, annuity, and mutual fund trades ● 25+ Top Performer awards for going above and beyond -
Financial Advisor Ameriprise FinancialAmeriprise Financial Services, Inc. Sep 2011 - Mar 2012This position maximizes sales through an outbound selling process servicing an existing client base and leveraging through personal network and referrals new relationship. Using a consultative sales process, this position focuses on helping clients in the whole of their financial lives. -
Investment ConsultantWells Fargo Advisors Feb 2008 - Sep 2011● Exceeded Sales goals from day one averaging $3,000,000 a quarter in new assets● Assisted Vice President of Service to develop defined Metrics reducing the cost of a call from $15.00 to below $5.00● Utilized technology BETA, Reuters -
TraderWells Fargo Advisors Nov 2006 - Feb 2008Greater Minneapolis-St. Paul AreaServiced consumer investment products. Traded stocks/etf's, bonds, cd's, mutual funds, options and limited partnerships. -
Operations ManagerAmeriprise Financial Services, Inc. Jan 2000 - Jul 2006● Led team of 22 employees in Minneapolis and a 200 seat vendor call center in Manila Philippines● Domestic team met all call center goals for 7 straight years● Reduced cost per call to from $7.25 per call to below $1.00 per call through development and management of offshore resources● Technology project and floor support utilizing, Aspect Workforce, Phase 3 Clarify, Bloomberg, UIT testing
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Equity TraderAmeriprise Financial Services, Inc. Jan 1998 - Jan 2000Traded equities for mass affluent accounts in inbound call center.
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Mutual Fund Transaction AgentAmeriprise Financial Services, Inc. Jan 1996 - Jan 1998This role as an inbound transactions agent involved trading Columbia Funds for financial advisors.
Eric Pone Skills
Eric Pone Education Details
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Philosophy And Religious Studies -
Religion And Political Science -
Theology/Theological Studies -
Political Science And Government -
Liberal Arts And Sciences/Liberal Studies
Frequently Asked Questions about Eric Pone
What company does Eric Pone work for?
Eric Pone works for Minnesota Annual Conference Of The United Methodist Church
What is Eric Pone's role at the current company?
Eric Pone's current role is Pastoring people through the whole of life!.
What is Eric Pone's email address?
Eric Pone's email address is er****@****ife.com
What is Eric Pone's direct phone number?
Eric Pone's direct phone number is +176376*****
What schools did Eric Pone attend?
Eric Pone attended Saint Paul School Of Theology, Metropolitan State University, United Theological Seminary Of The Twin Cities, University Of Minnesota, North Hennepin Community College.
What are some of Eric Pone's interests?
Eric Pone has interest in Leadership, Writing, Youth Development, Blogging, Management, Local Governance, Investments, Technology, Training, Economics.
What skills is Eric Pone known for?
Eric Pone has skills like Mutual Funds, Investments, Bonds, Options, Banking, Sales, Customer Service, Politics, Pastoral Care, Children's Ministry, Political Campaigns, Insurance.
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