Eric Pone Email & Phone Number

United States

Pastor of the church leading people to Christ through the whole of their lives!

Crystal, Minnesota, United States

St Paul, Minnesota, United States

Equity, Option, Bond retail trader.

Greater 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.

Golden 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

This 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.

● 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

Greater Minneapolis-St. Paul Area

Serviced consumer investment products. Traded stocks/etf's, bonds, cd's, mutual funds, options and limited partnerships.

● 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

Traded equities for mass affluent accounts in inbound call center.

This role as an inbound transactions agent involved trading Columbia Funds for financial advisors.

Philosophy And Religious Studies

Masters of Divinity Program

Ba, Religion And Political Science

Theology/Theological Studies

Graduate hours for licensure.

Political Science And Government

Associate Of Arts (A.A.), Liberal Arts And Sciences/Liberal Studies

Activities and Societies: President Student Senate, Theater, Prism ( Diversity Student Organization), Student Literary Magazine