Jesse Stokes Email & Phone Number

Plymouth, Minnesota, United States

Edina, Mn

Data Cleansing and normalization for Data Mapping.Coordinate with Executive Leadership team for project planning and establish production needs for workflows.Create, Diagram and Configure workflows on OneTrust Privacy Platform.Create, Configure Web Forms for Consumer Data Request, Document and Test OneTrust Software.Manipulate source code of OneTrust Platform Communication Templates, Branding and Formatting.Review and Document all current Software Development training modules to ensure Top 10 OWASP security vulnerabilities are included and company regulatory requirements are met.Send out daily Excel reports of measured Service Provider Agreements sent and returned for California Consumer Protection Act (CCPA).

Greater Minneapolis-St. Paul Area

• Manage a book of business of high net worth clients. Implement complex investment and tax strategies. Utilize Financial Planning software to develop and implement plans to meet client objectives• Ability to relate complex trading strategies in a digestible format for client consumption• Utilize complex internal and external financial software trading software (Think or Swim) to execute trades• Utilize internal CRM Software, Outlook and SharePoint to manage book of business

Greater Minneapolis-St. Paul Area

• Effectively meet the financial life planning, investment, insurance and ongoing needs of clients by matching clients’ needs with investment and insurance products.• Use internal proprietary software to evaluate portfolio composition and identify opportunities for clients• Proactively reach out to consumers to create business opportunities and increase client base• Maximize lifetime income for clients by conducting analysis on client assets and making appropriate recommendations• Utilize internal CRM Software, Outlook and SharePoint to manage book of business

Greater Minneapolis-St. Paul Area

• Engage clients to deepen company relationships via telephone. Help clients plan for short and long term financial needs including life events such as retirement, education, income, estate planning, risk tolerance, cash and liability management.• Analyze existing life insurance policies to ensure proper needs coverage• Analyze micro and macro details of client investment portfolios and funds• Utilize internal CRM Software, Outlook and SharePoint to manage book of business