Jamie Leatham Email & Phone Number

Texas, United States

Relentlessly pursued maximum efficiency, automation and scalability in all IRA custodian tasks and responsibilities as the IRA business grew from $0 in November 2022 to near $1B as of Q2 2023 earnings release Pioneered and refined standard operating procedures in broad spectrum of areas including direct rollover error processing, restorative payments.

Maintained rigorous quality standards and focus on operating procedures ranking third in quality score nationally in 2021 and in the top 5% of peer stack ranking composed of production and customer satisfaction in 2022Embodied an entrepreneurial spirit and passion for challenge measured by meaningful project work and collaboration with business partners.

Efficiently processed complex equity, options, and margin trades while maintaining trading accuracy above 99%

Southlake, Texas

Disseminated actionable information and decisively resolved a variety of service needs related to account maintenance, asset transfers, retirement planning, and regulatory compliance to advisors with 10-50MM AUMDelivered superior service while exceeding productivity baseline of 0.45 MPE with a personal MPE routinely above 0.55

Utilized consultative strategies to assist clients in self-realizing retirement goals/drivers and then effectively prescribing relevant solutions to facilitate asset consolidation, develop existing assets, and achieve an appropriate target asset allocation

Westlake, TX

Balanced efficiency and client satisfaction by exceeding business unit target goals of 67% Customer Experience Interaction and 6.0 Calls Per Hour maintaining CEI and CPH above 80% and 6.5 respectivelyResolved needs and inquiries related to fundamental IRA transactions, basic trading, and account maintenance

Hudson

Independently managed poolside kitchen averaging over $2,500 in food sales per day in a from-scratch kitchenTransformed operation of kitchen reorganizing/adding equipment, overhauling menu, refining point-of-sales system, significantly increasing speed, quality, and member satisfaction measured by member season ending surveys

Amherst, MA

University Of Massachusetts Amherst

Increased sales from $21,000 in FY14 to $26,000 in FY15 by improving operations, expanding marketing, securing deals with other student businesses and bike organizations, and decreasing cost of goods sold by 15%Strengthened profit margin by 6% from FY14-FY15 by optimizing labor costs, inventory, orders, and point of sales system

Master’S Degree, Personal Financial Planning

Activities and Societies: Certificate in Charitable Planning

Bachelor Of Business Administration In Finance, Bank Management Track, 3.901 Gpa, Summa Cum Laude

Bachelor Of Business Administration In Finance; Summa Cum Laude, Finance, 3.901 Cumulative Gpa

Activities and Societies: Finance Society; Investment Club

Associate'S Degree, Business Administration And Management, General, 3.39

High School, Economics