Jeremiah Gilbert, Mba Email & Phone Number

Chicago, Illinois, United States

• Market and sell vehicles online• Set goal and agenda for company • Responsible for handling all invoicing and bookkeeping• Handle customer service activities• Negotiate prices for vehicles at auction• Responsible for all business activities

• Review and address client issues/inquiries via inbound calls, electronic message, mail, and on-line chat.• Perform tax and IRA related account maintenance transactions, including IRA transfers, IRA distributions, cost basis updates, and dividend tax classifications.• Maintain knowledge of securities regulations impact on customers.• Expert in areas including: W-9, IRS TIN verification and back up withholding issues, W-8 recertifications, Year-end tax reports and forms, Analyzing Stock Market trends• Consult high net worth clients on issues such as IRA beneficiary options, dividend classifications and treaty rates, wash sale calculations, and FATCA Compliance• Liaising with internal departments including Accounting, Tax, Compliance, and Trade Desk• Monitoring settlement transactions and coordination with back office to ensure timely settlement.• Affirm broker confirmations and handle broker inquiries.• Systematically follow-up on and resolve pending transfers/ settlements, differences and breaks (cash and security).• FOP/DVP/AC asset transfer support; assisting client in the transfer process of assets

Chicago, Illinois, United States

• Creates a viable carrier base for dry van, reefer, flatbed, and power only to cover freight in the southeast region• Develops new and grow existing carriers by cold calling (150+ a day), lead generation, and referrals• Builds strong relationships with dispatchers and decision makers• Ensures shipment details are accurately communicated and tracked in the system• Held as the UPS peak season coordinator for the East Coast/ Mid-Atlantic region• Responsible in assisting Onboarding for new carriers and owner operators

Chicago, Illinois, United States

• Fostered positive working relationships and effective communication and coordination with both internal and external stakeholders, including executive team, internal staff and clients• Assist with customer servicing requests from clients by working with internal teams and our carrier service center partners• Manage and onboard commercial insurance accounts for small businesses• Strong knowledge of insurance in general and standard policy documents• Train Service Team members on customer service processes, procedures, and coverages

Bloomington, Illinois, United States

Bloomington, Illinois, United States

Master Of Business Administration - Mba, Accounting Forensics

Bachelor'S Degree, Political Science And Government, Pre-Law