Jeff Dennis Email & Phone Number

• Functions as Product Manager and Workstream Lead for Marketable Ground Space• Reviews 3rd party integrations for architectural decisions; out of box vs custom build• Creates and presents roadmaps to leadership for workstream strategy and long-term outlook• Defines and analyzes OKRs to validate the success of initiatives• Facilitates habitual prioritization sessions with key stakeholders• Works closely with product design teams to build journey maps, personas, and prototypes• Creates small feedback loops with partner teams and workstreams to iterate quickly• Works cross-functionally with product managers, architecture, engineering, and product design

Portsmouth, Nh

• Functioned as Product Owner and Scrum Master for Life Insurance Customer Portal• Championed Customer Portal redesign initiative while balancing business-as-usual tasks• Assessed and integrated 3rd party money movement software for EFTs and ACH transactions• Focused on expanding self-service functionality for better customer satisfaction (NPS Score) • Collected end-user feedback based on focus groups, surveys, and internal communication channels• Defined and analyzed OKRs to validate the success of work• Created and presented roadmaps on team strategy and outlook• High communication skills between key stakeholders and the IT development team• Worked cross-functionally with product managers, architecture, engineering, and product design • Prioritized Epics, Features, and user stories based on business value, timing, cost, and effort • Facilitated team ceremonies such as sprint planning, daily stand-ups, refinement, and retrospectives

• Assists Advisors with Envestnet Model Issues Such as Portfolio Building, Alerts, and Violations• Assists Leadership with Mutual Fund Exchange Campaign in Advisory Accounts• Resolves Escalations Concerning Advisory Accounts• Reduces Firm Risk by Recognizing Issues and Addressing Them Swiftly

Portsmouth, Nh

• Resolves Team Escalations and Supervisor Delegated Tasks • Review and Principal Approval of Firm Trading Risk Reports, Margin Reports, and FINRA Reports• Processes Trade Corrections and Tracks/Reports the Profits and Losses• Reviews and Reports on Securities Best Execution, on the firm’s Best Execution Committee • Trades Mutual Funds, Equities, UITs, Corporate and Municipal Bonds; General Securities Trader• Delegates and Processes Trade Review Que Items• Creates, Edits, Reviews and Approves Held Trades in the Firm’s Rule Engine• Achieves Above 95% in Call Quality Scores

Portsmouth, Nh

Methuen, Ma

• Manages a Portfolio of the Top 500 Net Worth clients of the Branch• Financial Planning Recommendations based on Market Analysis• Recommendations to Improve Sales Based on Current Internal Sales Production• Relationship Expansion with Existing Customers• Authorize Large Transaction and Lending Amounts• Utilize Telephone Skills to Set Appointments and Create Interest in New Solutions• 100% Weighted Average Performance Every Quarter

Andover, Ma

• Wealth Accumulation and Retirement Distribution Planning • Current Market Trends Analysis• Recommendation of Specific Products & Services depending on Client Analysis• New Client Acquisition via Outbound Calling and Client Referrals

Master Of Arts (M.A.), International Economics & Finance

Bachelor Of Arts (B.A.), Economics

Bachelor Of Arts (B.A.), Business/Commerce, General

Education record