Jake Scanlon Email & Phone Number

Scottsdale, AZ, US

Westlake, Texas, US

• Supervised the daily activities, operations, and behaviors of over 30 unique professionals
• Implemented multiple coaching practices, resulting in universal improvement to Team KPIs and morale
• Assisted in the successful turnaround of the Phoenix Center into becoming a top performing center nationwide

Westlake, Texas, US

• Selected to be acting lead mentor for two consecutive new hire groups
• Proposed and implemented content changes to the SSA material
• Successfully coached over 100+ new hires via in-the moment coaching and call reviews
• Identified new hire knowledge gaps and tailored daily debriefs to ensure they were addressed
• Reviewed and documented all coaching sessions to motivate, inspire, and instill confidence in new hires

Westlake, Texas, US

• Provided thousands of clients with brokerage and clerical based services
• Excelled in receiving positive reviews from clients regarding my performance
• Studied for and received Series 7 and Series 63 licenses while also having passed the SIE exam

Valley Forge, PA, US

• Assisted thousands of individuals with a variety of needs surrounding their retirement plans
• Consistently received outstanding, 100% marks from Participants regarding my performance
• Fostered relationships among all levels of peers, from fellow associates to senior-level management
• Exceeded department standards for overall call quality/performance by 10%

Boston, MA, US

• Created and managed budget of over $250,000 annually in total assets
• Developed Excel spreadsheet format for future treasurers to easily and consistently track collections
• Aided Philanthropy Chair with organizing events such as “TDX Splashdown,” raising $10,000

Woonsocket, RI, US

• Tested over 150 samples for the company’s enhanced opioid utilization management audit
• Completed all workpapers and lead sheets for 10 separate Sarbanes-Oxley tests
• Researched and reported on the Medicare Part D revenue cycle

Palatine, Illinois, US

• Maintained private pool properties while carrying out the duties of lifeguard and attendant
• Trained other lifeguards to uphold pool duties when manager was not present
• Worked with various property managers on how to improve their current pool and/or rules

• Assisted with the construction, demolition, and remodeling of houses
• Learned multiple advanced construction skills
• Communicated effectively with many homeowners as well as various workers to best complete work