Fred Billings work email
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Quality- and results- driven employee who thrives working in a fast-paced environment handling multiple responsibilities and managing the customer service function. Resourceful problem-solver with exceptional communication and conflict resolution skills. Successful experience working directly with peers and public as an information resource. Proven ability to quickly learn technical information, paying close attention to detail, and communicating information in easy to understand language.Let's meet for a cup of coffee and discuss my background further.
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Advisor MarketingCapital GroupIndianapolis, In, Us
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Advisor MarketingCapital Group Mar 2020 - Present -
Share Holder ServicesCapital Group Apr 2019 - Mar 2020Carmel, In
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Sr. Loan Services SpecialistCarrington Mortgage Services, Mortgage Servicing Division Mar 2018 - Apr 2019Westfield, Indiana -
Senior AssociateCortland Capital Market Services Llc Jun 2017 - Nov 2017Carmel, Indiana -
Senior Financial Services SpecialistCharles Schwab May 2013 - Jan 2017Indianapolis, Indiana Area• Consistently among top 5% in lead generation and conversion rate.• Excelled in meeting client service needs, providing help and guidance.• Listened to clients for need based assessment, addressing stated and unstated needs.• Assisted clients in placing trades in their accounts; verifying all requirements to place trades are met by educating and highlighting resources available to clients to ensure trading accuracy. • Trusted resource as Acting Team Manager.• Selected as a… Show more • Consistently among top 5% in lead generation and conversion rate.• Excelled in meeting client service needs, providing help and guidance.• Listened to clients for need based assessment, addressing stated and unstated needs.• Assisted clients in placing trades in their accounts; verifying all requirements to place trades are met by educating and highlighting resources available to clients to ensure trading accuracy. • Trusted resource as Acting Team Manager.• Selected as a participant in the CS&S Leadership Immersion program.• Consistently worked with peers and partners to share best practices and guidance. • Chosen for Chairman’s Club within first 18 months with Company. Highest award achievable. Show less -
Store ManagerCvs Caremark Corporation Aug 2009 - Mar 2013Indianapolis, Indiana Area• Reduced inventory levels by 40% ($1.3M to $800K) in conjunction with a 10% increase in sales through targeted seasonal and advertised ordering while predicting and adjusting to variable sales trends.• Provided strategic direction and guidance to team members, ensuring that all sales floor and pharmacy needs were met. • Handled all store personnel HR and payroll issues.• Weekly staff scheduling to meet needs of both customers and business.• Preformed annual employee performance… Show more • Reduced inventory levels by 40% ($1.3M to $800K) in conjunction with a 10% increase in sales through targeted seasonal and advertised ordering while predicting and adjusting to variable sales trends.• Provided strategic direction and guidance to team members, ensuring that all sales floor and pharmacy needs were met. • Handled all store personnel HR and payroll issues.• Weekly staff scheduling to meet needs of both customers and business.• Preformed annual employee performance reviews. • Provided general merchandising requirements, such as weekly ordering requirements, floor displays, and seasonal sets.• Worked on various store projects throughout the district, such as new store openings and acquisitions. Show less -
Treasury Analyst / SupervisorCno Financial Group May 1997 - Aug 2009Indianapolis, Indiana Area• Supervised staff to ensure that objectives and goals within the department and company where met.• Worked directly with the investment advisors and custodial banks in setting up short- and long-term trades; resolving any issues that may have arose. • Managed and maintained daily cash in all of Conseco’s high performance accounts and various life companies; approximately $300 million on a daily basis.• Provided multiple month end and quarterly reports to senior management.•… Show more • Supervised staff to ensure that objectives and goals within the department and company where met.• Worked directly with the investment advisors and custodial banks in setting up short- and long-term trades; resolving any issues that may have arose. • Managed and maintained daily cash in all of Conseco’s high performance accounts and various life companies; approximately $300 million on a daily basis.• Provided multiple month end and quarterly reports to senior management.• Coordinated changing banking requirements; new bank account set-ups, closures and changes to bank services; monitored and maintained over 1,000 bank accounts.• Developed and maintained annual bank fee budget of $6.5 million.• Demonstrated effectiveness with writing RFP’s and helped negotiate over $1 million dollars in annual savings.• Maintained Conseco’s workstation database, integrated data exchanges between the workstation and external banks.• Maintained Sarbanes-Oxley compliance documentation and support testing process with internal and external auditors.• Implemented new workstation requirements, effectively streamlining the treasury process freeing up treasury staff resources. Show less -
Finance & Accounting, E-5 SergeantUs Army Jan 1991 - May 1997Indianapolis, Indiana AreaMy area of specialization was finance and accounting in support of the Battalion's overall finance mission. • Performed disbursing, travel, military pay, foreign national pay, internal control and civilian pay operations.• Performed accounting, accounts payable, disbursing and budget duties.Earned an Honorable Discharge, May 1997
Fred Billings Skills
Fred Billings Education Details
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Business Administration, Management And Operations
Frequently Asked Questions about Fred Billings
What company does Fred Billings work for?
Fred Billings works for Capital Group
What is Fred Billings's role at the current company?
Fred Billings's current role is Advisor Marketing.
What is Fred Billings's email address?
Fred Billings's email address is fb****@****bal.net
What is Fred Billings's direct phone number?
Fred Billings's direct phone number is +131746*****
What schools did Fred Billings attend?
Fred Billings attended Indiana Institute Of Technology.
What skills is Fred Billings known for?
Fred Billings has skills like Hold Series 7, Hold Series 9/10, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Investments, Certified Treasury Professional, Treasury Services, Sarbanes Oxley Act.
Who are Fred Billings's colleagues?
Fred Billings's colleagues are Rory Searing, Dimitry Drovniachine, Gaurang V., Peter Brown, Zaab Sethna, Christina Perez, R. Michael Clurman, Jr..
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2conseco.com, cnoinc.com -
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Fred Billings
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