Jared Small Email & Phone Number

Winston, GA, US

Salt Lake City, Utah, US

Developed and supported the Nuclear Plant Waste Services department's budget, strategic plan, and related presentation materials.Conducted variance analysis to compare budgeted figures against actual results and identified causes of discrepancies.Utilized financial software (including Incorta, Blackline, Adaptive, Oracle) to streamline data analysis and.

Charlotte, North Carolina, US

Provided and presented accurate and relevant financial analysis to the FP&A organization and respective senior management to enable strategic decision-making.Prepared month-end and quarter-end closing journal entries, created amortization and accrual schedules, and conducted variance investigation, analysis, and reporting.

Charlotte, North Carolina, US

San Francisco, California, US

San Diego, CA, US

Responsible for addressing concerns brought about by financial advisors, their support staff,and retail clients regarding aspects of Traditional, Roth, and Beneficiary IRAs. Process operational transactions and input data as needed by utilizing multiple systems including Siebel, BETA, and LPL’s Move Money Tool.Assume ownership of inquiries and see them.

San Diego, CA, US

Responsible for ensuring that clients are educated on the use of technology to monitor, maintain, and service their operational needs through LPL’s Account View™ Web interface.Research complex situations, set client expectations, and define the actions necessary to resolve inquiries.Adhere to compliance/risk procedures and exhibit detailed attention to.

San Diego, CA, US

Complied with all FINRA and company policies regarding direct and indirect client contact.Provided Tier I technical support for designated LPL proprietary software, ensuring both advisor and client satisfaction agreements are met, providing detailed and comprehensive incident documentation in LPL Financial’s Siebel incident tracking database.Applied.

Valley Forge, PA, US

Interpreted and processed a broad variety of routine retail client requests including communicating both verbally and in written format with clients to clarify incomplete or invalid paperwork.Complied with all FINRA, SEC, and Vanguard internal policies regarding client contact.Demonstrated logical, systematic approach to problem solving-using strong.

Fremont, California, US

Responsible for assisting in overall store operations, including maintaining inventory levels for retail location with $2.5M in assets under management, meeting deadlines with accuracy & urgency, and serving as primary point of contact in absence of general manager.Accountable for identifying opportunities to increase sales revenues by helping clients.

New York, NY, US

Ascertained FINRA Series 6 and Series 63 Licenses.Accountable for providing high quality retirement and financial counseling services in an in-bound call center environment by identifying opportunities to increase client product portfolios addressing current and future financial needs including annuities, IRAs, 403(b)(7), 457(b), and 401(k).Liable for.

Supervise and evaluate all operations and program staff.Assist in originating and carrying out a system for recruiting campers and staff utilizing brochures, telephone calls, reunions, hot prospect lists, et cetera.Organize weekly trips out of camp for program, supplies, and crisis management.Develop unit activity plans with participants as appropriate..

Serve as subject matter expert for selling financial products to new and existing clients.Assist customers in identifying present and unforeseen financial needs.Completed forty plus calls daily to clients presenting opportunities to enhance financial stability.Provide after sales support to customers to ensure continued profitability.

Supervised daily operations of four retail outlets including recruitment, hiring, discipline, and scheduling to ensure quality, profitable store operations. Developed performance standards for subordinates. Facilitated weekly staff training sessions to increase knowledge as well as create high levels of motivation, and inspire team to achieve.

US

Served as state-wide customer service manager for North Carolina.Served as supplemental management to retail locations as needed. Trained and educated wireless sales specialists on new products & technologies.Conducted area field testing for new devices to be carried in NC/SC region.Provided entry- to mid-level technical assistance to customers’ wireless.