Who is Anthony Green? Overview
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Anthony Green is listed as Operations Team Lead at Thrivent, based in Neenah, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Anthony Green.
Anthony Green previously worked as Advanced Dedicated Service Professional at Thrivent and Mutual Fund Representative at Thrivent.
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Email format at Thrivent
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Thrivent
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Profile bio
About Anthony Green
I am a data analysis and reporting expert with over seven years of experience in the financial services industry. As an Operations Team Lead at Thrivent, I leverage my Series 6 and 63 licenses and my Six Sigma Green Belt certification to deliver data-driven insights and solutions for a 35-person department.My core competencies include operational metrics, quality assurance, staffing models, P&L audits, and third-party tools. I have supported the reduction of outlier cycle time by 98%, tracked and helped our staff outpace annual goals for two departments, and ran projects that helped grow our team by 37% in 18 months. I also have a strong background in customer service, sales support, and product knowledge, having handled various types of transactions, queries, and issues, exceeding quotas and expectations. My mission is to enable strategic decision making and performance improvement through data analysis and reporting.
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Anthony Green's current company
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5 roles
Anthony Green work experience
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Operations Team Lead
Current- Supported the reduction of outlier cycle time by 98% via reporting, tracking, and analysis.
- Ran P&L audit process for a multimillion-dollar department.
- Tracked operational metrics for 2 departments that kept the teams on track to outpace their annual goals.
- Built robust staffing model, reducing fatigue, and allowing for more PTO for our staff.
- Worked with external partners on establishing one time and reoccurring billing.
- Tested, launched, and managed several new 3rd party business process tools.
Jun 2022 - Present
Advanced Dedicated Service Professional
- Provided training to new home office employees and field staff.
- Leveraged knowledge of the systems and tools and as needed work as an internal SMEs to research missing data or requirements and/or run illustrations, applications and carrier process/procedures etc. to save customers.
- Took ownership for situations (errors or issues), working with many other areas of the organization (back office, TFGT, Field Support Navigators, Sales desk, etc.) to resolve.
- Delivered consistent omni-channel experiences with members, prospects, financial professionals, and internal partners in a timely and respectful manner.
Jun 2018 - Jul 2022
Mutual Fund Representative
- Obtained Series 6 & 63 certifications.
- Accurately processed all mutual fund transactions on a timely basis to achieve the best possible results for the shareholder and representative, adhering to the applicable industry regulated guidelines.
- Maintained a thorough understanding of mutual fund operations products, services and affiliated systems including the DST and Thrivent systems and applicable operational policies and procedures.
- Provided services as part of the mutual fund operations processing team. This included assisting other team members, supporting workflow, flexing to provide functional coverage and collaborating with other service teams.
Dec 2015 - Jun 2018
Customer Service Representative
- Mentored Transitioning CCPs.
- Received Help line phone calls.
- Developed and implemented our departments career development library.
Oct 2013 - Dec 2015
FAQ
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What company does Anthony Green work for?
Anthony Green works for Thrivent.
What is Anthony Green's role at Thrivent?
Anthony Green is listed as Operations Team Lead at Thrivent.
Where is Anthony Green based?
Anthony Green is based in Neenah, Wisconsin, United States while working with Thrivent.
What companies has Anthony Green worked for?
Anthony Green has worked for Thrivent.
How can I contact Anthony Green?
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