Hunter Dolan Email & Phone Number

Coeur d'Alene, ID, US

New York, New York, US

• Managed the division’s most profitable clients by identifying and promoting growth opportunitieswhile mitigating risks and exposure across domestic and international markets and products.
• Implemented a new service model by assigning a specialist to clients, improving communicationand efficiency, resulting in streamlined service for clients and higher customer retention for the firm.
• Partnered with the world's largest hedge funds and brokers to enhance technology in trade fileconsumption, break resolution, and internal processes, to achieve monthly goals and quotas.
• Facilitated client navigation of the firm to increase market share for both clients and firm.
• Precisely analyzed and reported trade and position data for client use.
• Insured timely execution and settlement of trades between client and broker.

Milwaukee, WI, US

• Consulted with clients to develop comprehensive plans targeting their healthcare and financial goals.
• Expanded client base through a successful referral process, generating an average of three new leads per meeting.
• Demonstrated effective communication skills and the ability to quickly build rapport with prospects and clients.
• Selected by top company leaders for the Northwestern Mutual iLead Program, a future leader initiative.

• Promoted and sold premium outdoor products at the largest sporting shows in the Midwest.
• Demonstrated products and educated customers while assisting with selection and purchase.
• Established a strong commitment to customer service.

• Guided tours for available listings
• Assisted potential and current tenants with inquires