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

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

• 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

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

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