Jason Cavey Email & Phone Number

Iowa City, Ia, Us

Iowa City, Ia, Us

Cedar Rapids, Iowa, United States

Cedar Rapids, Iowa, United States

• Created and tracked the completion of process releases and updates.• Created and established process effectiveness measurements.• Developed and executed effective training and communication strategies.• Developed and maintained process knowledge base.• Effectively interacted and built trust with team members across multiple programs and levels of employment.• Identified program level impediments and raised those findings to leadership when necessary.• Acted as the internal cost controller for multiple programs to provide and cost analysis.• Created and calculated our bid efforts for programs using varying calculation methods.• Managed and created Jira structures while incorporating Agile methodology.• Designed and developed Sprints within Jira while acting as SCRUM Master.• Oversaw testing to identify risks and provide solutions.• Created bid estimation algorithm using prior program data from SAP and available data analysis tools.• Exercised critical thinking in completing tasks and providing solutions to high priority issues.• Completed quality review on a variety of tools by sourcing information from multiple teams.

Cedar Rapids, Iowa Area

• Administered and maintained Annual Annuity Suitability Certification.• Compiled and reviewed Tableau Reporting to locate agent misconduct.• Reviewed independent agent history to determine correct course of action ranging from letters of education to termination of contract.• Found resolutions to complex situations involving single and multiple entities. • Reported monthly/quarterly reporting in a concise manner for upper management to review and present.• Created and reviewed desktop and front facing policies and procedures.• Maintained and monitored Liquidating reporting from sub-advisors that was used for compliance review and reporting to the SEC.• Created presentations and supplemental material for the CCO to present to the board of directors on a quarterly basis.• On a daily basis provided post-trade compliance review of rules and regulations and provided write-ups to the CCO and Board of directors.• Modified testing methods to ensure compliance with federal rules and presented those results.• Participated in preparing and providing fund information for SEC and regulatory audits.• Maintained and cultivated positive relationships within different branches of the mutual fund complex to increase communication and partnerships.• Worked closely with a counterpart in Denver on daily/weekly tasks and long-term projects.• Worked closely with maintaining relationships for top firms at Transamerica.• Referred to and worked closely with legal and compliance about distinct administrative requests.• Used knowledge of IRC Rules & SEC Regulations to create solutions for special situations.• Created custom worksheets and pivot tables to provide detailed information requested by firms.• Examined administrative requests thoroughly on a case-by-case basis.• Formulated common practices that are used interdepartmentally to increase communication.• Collaborated with members of the team in completing and reaching set goals.

Iowa City, Iowa

Maintain on site activities and coordinating different vendors for day of events

Ticketing Agent, Gate Agent, Outside Personnel, Ground Coordinator, Lost Luggage, and Ticket Re-booking

Master'S Degree, Business Analytics

Business Practices And Workplace Managment