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Jake Ullmann, Mba Email & Phone Number
Senior Analyst, AML and Financial Crimes Technology
at
Raymond James
1 work email found
@centerstone.org
LinkedIn matched
4 data sources
Profile completeness 86%
Current company
Role
Senior Analyst, AML and Financial Crimes Technology
Location
Belding, Michigan, United States
Company size
Who is Jake Ullmann, Mba? Overview
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Quick answer
Jake Ullmann, Mba is listed as Senior Analyst, AML and Financial Crimes Technology at Raymond James, a company with 18734 employees, based in Belding, Michigan, United States. AeroLeads shows a work email signal at centerstone.org and a matched LinkedIn profile for Jake Ullmann, Mba.
Jake Ullmann, Mba previously worked as Client Success Manager at Cross Pest Control and AML & Financial Crimes technology, Analyst at Raymond James. Jake Ullmann, Mba holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of South Florida.
Company email context
Email format at Raymond James
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*@centerstone.org
68% confidence
AeroLeads found 1 current-domain work email signal for Jake Ullmann, Mba. Compare company email patterns before reaching out.
Profile bio
About Jake Ullmann, Mba
As a data-driven problem solver, I am dedicated to helping clients achieve their goals and enhance their satisfaction through a customer-centric approach. Throughout my career, I have honed my skills in strategic thinking and data analysis to drive innovation and measurable value creation.Whether collaborating with customers or colleagues, I prioritize clear communication and empathetic listening to ensure that all parties understand their needs and can work together toward success. I am passionate about leveraging data to drive meaningful change and delivering exceptional service.
Current workplace
Jake Ullmann, Mba's current company
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Raymond James
12 roles
Jake Ullmann, Mba work experience
A career timeline built from the work history available for this profile.
Client Success Manager
Cross Pest Control
Aml & Financial Crimes Technology, Analyst
CurrentIT Analyst supporting Anti-Money Laundering & Financial crimes technology
Jun 2023 - Present
Client Success Manager
Cross Pest Control
- Developed and implemented strategies to increase client retention and satisfaction- Spearheaded the analysis of client data in CRM by identifying critical trends and drawing insights to improve business strategy.- Increased client retention rate by over 5% annually by implementing checks & balances to existing processes. - Provide input to senior.
May 2022 - Jun 2023
Telehealth Specialist Manager
- Spearheaded the training of new remote staff members for telehealth team handling support services for Centerstone facilities in 3 states (IN, TN, IL).- Troubleshoot and resolve telehealth related concerns for staff and clients at 22 Tennessee clinics, 15 Indiana clinics, and 6 Illinois clinics; including Zoom, Netsmart/MyTelehealth, and Outlook.
Oct 2020 - Apr 2022
Intake Coordinator Team Lead
- Collaborated in a project with senior management that reduced client wait times to be under 2 hours and improved overall client experience.Precertification/Utilization Review Specialist - Trained Access Center case management staff in proper documentation of details during behavioral health assessments, as well as correctly analyzing and discussing the.
Dec 2017 - Oct 2020
Utilization Review
- Trained Access Center case management staff in proper documentation of details during behavioral health assessments, as well as correctly analyzing and discussing the medical necessity for recent inpatient admissions to health insurance companies to obtain precertification authorizations.- Developed an in-depth reference guide used to assist staff.
Dec 2017 - Oct 2020
Outpatient Case Manager
- Maintained and updated treatment plans for adult and child clients, made appropriate referrals for various behavioral health support services, and coordinated communications between 2 psychiatrists and clients that were under their care.
May 2017 - Dec 2017
Group Therapy Facilitator
- Prepared materials and facilitated group sessions of up to 16 clients for weekly groups, including Art Therapy, Life Skills, Schizophrenia Psychoeducation, Healthy Living, and Alternate Expressions.
May 2017 - Dec 2017
Food Server
Oct 2015 - May 2017
Retail Associate
Apr 2015 - Oct 2015
Customer Service Manager
Apr 2012 - Aug 2014
Team & coworkers
Colleagues at Raymond James
Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →
BP
Bradford Parsons, Cfp®, Ricp
Colleague at Raymond James
Charlotte, North Carolina, United States, United States
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AT
Aishleen Tobolski
Colleague at Raymond James
Greater Philadelphia, United States
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JC
Jack Collier
Colleague at Raymond James
Atlantic Beach, Florida, United States, United States
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JM
Jenn M.
Colleague at Raymond James
Detroit Metropolitan Area, United States
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ZM
Ziggy Mcpeters
Colleague at Raymond James
Greater Cleveland, United States
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AS
Alex Sunnarborg
Colleague at Raymond James
United States, United States
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DM
Dylan Marceau
Colleague at Raymond James
Detroit Metropolitan Area, United States
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RM
Ryan Mayhew
Colleague at Raymond James
Memphis, Tennessee, United States, United States
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RB
Rudra Badad
Colleague at Raymond James
Washim, India, India
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RM
Ryne Minor
Colleague at Raymond James
St Petersburg, Florida, United States, United States
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Bradford Parsons, Cfp®, Ricp
Colleague at Raymond James
Charlotte, North Carolina, United States, United States
View →
AT
Aishleen Tobolski
Colleague at Raymond James
Greater Philadelphia, United States
View →
JC
Jack Collier
Colleague at Raymond James
Atlantic Beach, Florida, United States, United States
View →
JM
Jenn M.
Colleague at Raymond James
Detroit Metropolitan Area, United States
View →
ZM
Ziggy Mcpeters
Colleague at Raymond James
Greater Cleveland, United States
View →
AS
Alex Sunnarborg
Colleague at Raymond James
United States, United States
View →
DM
Dylan Marceau
Colleague at Raymond James
Detroit Metropolitan Area, United States
View →
RM
Ryan Mayhew
Colleague at Raymond James
Memphis, Tennessee, United States, United States
View →
RB
Rudra Badad
Colleague at Raymond James
Washim, India, India
View →
RM
Ryne Minor
Colleague at Raymond James
St Petersburg, Florida, United States, United States
View →
3 education records
Jake Ullmann, Mba education
Master Of Business Administration - Mba, Business Administration And Management, General
University Of South Florida
Certificate, Business Analytics
University Of South Florida
Bachelor Of Science (Bsc), Psychology
University Of Tampa
FAQ
Frequently asked questions about Jake Ullmann, Mba
Quick answers generated from the profile data available on this page.
What company does Jake Ullmann, Mba work for?
Jake Ullmann, Mba works for Raymond James.
What is Jake Ullmann, Mba's role at Raymond James?
Jake Ullmann, Mba is listed as Senior Analyst, AML and Financial Crimes Technology at Raymond James.
What is Jake Ullmann, Mba's email address?
AeroLeads has found 1 work email signal at @centerstone.org for Jake Ullmann, Mba at Raymond James.
Where is Jake Ullmann, Mba based?
Jake Ullmann, Mba is based in Belding, Michigan, United States while working with Raymond James.
What companies has Jake Ullmann, Mba worked for?
Jake Ullmann, Mba has worked for Raymond James, Cross Pest Control, Centerstone, Crowne Plaza® Hotels & Resorts, and Petco.
Who are Jake Ullmann, Mba's colleagues at Raymond James?
Jake Ullmann, Mba's colleagues at Raymond James include Bradford Parsons, Cfp®, Ricp, Aishleen Tobolski, Jack Collier, Jenn M., and Ziggy Mcpeters.
How can I contact Jake Ullmann, Mba?
You can use AeroLeads to view verified contact signals for Jake Ullmann, Mba at Raymond James, including work email, phone, and LinkedIn data when available.
What schools did Jake Ullmann, Mba attend?
Jake Ullmann, Mba holds Master Of Business Administration - Mba, Business Administration And Management, General from University Of South Florida.
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