Joe Dunn Email and Phone Number

- Conduct individual security and issuer credit analysis to support our financial advisors in constructing and maintaining client portfolios and making individual investment decisions.- Provide consultative support and guidance to advisors surrounding market and economic conditions, especially as they relate to their impacts on fixed income investments. - Contribute to advisor- and client-facing content, primarily focused on interest rate developments and economic updates.

- Manage a team of 7+ direct reports of varying tenures, where I am responsible for overseeing their performance and development with short/long-term perspectives in mind. - Participate in the creation and execution of company-wide/interdepartmental projects.- Develop team key performance indicators (KPIs) and track the underlying statistics to ensure performance expectations are being met at the personal and team levels. - Monitor and nurture the white glove service culture that… Show more - Manage a team of 7+ direct reports of varying tenures, where I am responsible for overseeing their performance and development with short/long-term perspectives in mind. - Participate in the creation and execution of company-wide/interdepartmental projects.- Develop team key performance indicators (KPIs) and track the underlying statistics to ensure performance expectations are being met at the personal and team levels. - Monitor and nurture the white glove service culture that CFN is known for; ensuring that my team and I remain indispensable to all of our stakeholders. Show less

- All duties outlined under the previous senior role.- Lead the department’s escalation team and act as a project manager for team initiatives. - Conduct contact reviews for Operations Support Specialists and provide them and their supervisors with written and in-person feedback.- Oversee multiple indirect reports and handle their day to day needs while also assisting with their longer-term career development.

- Field a broad range of operational inquiries from account setup and maintenance to researching corporate actions and facilitating money movement.- Act as the trainer for the department's new hires. This includes training people with and without industry experience.- Serve as a one-on-one mentor for new hires as they transition into their new role and start growing within the company. -Teach professional development courses for internal employees.- Execute presentations for… Show more - Field a broad range of operational inquiries from account setup and maintenance to researching corporate actions and facilitating money movement.- Act as the trainer for the department's new hires. This includes training people with and without industry experience.- Serve as a one-on-one mentor for new hires as they transition into their new role and start growing within the company. -Teach professional development courses for internal employees.- Execute presentations for advisors' staff members (external) as a subject matter expert at the company's quarterly training program "Comm101". - Spearhead various projects geared towards increasing team efficiency and overall performance. Show less

- Accurately and efficiently identify, understand, and resolve issues ranging from account maintenance and asset movement inquiries to more complex corporate actions.- Stay abreast of new resources, products, procedures, and industry news/regulations.- Work closely with our internal processing teams to research and resolve complex issues.- Uphold Commonwealth’s legacy of providing indispensable service, while acting as the front-line and “face” of the firm’s service-oriented culture.

- Perform due diligence in order to identify potential donors- Analyze an individual's ability to provide the University with financial support- Maintain University databases by updating and populating relevant information

- Developed marketing plan to build the Amazon brand on and off the UMass campus- Generated sales of Amazon Student memberships- Constructed a vast network of community contacts for future brand ambassadors to use

- Produced multiple membership sales within first day of working- Identified and analyzed trends among target audiences and responded accordingly - Served as a source of customer service for UMass Zipcar members

- Dedicated months to training and obtaining Class B commercial driver’s license (CDL)- Effectively operated within a high-stress environment with little room for error

- Executed face-to-face sales of international trips- Filmed trips and created videos for promotional purposes- Hosted events to promote the sale of trips

- Found and explained variances between Opex/Capex actuals and budgets- Reconciled and condensed data from various sources to increase efficiency and accuracy - Gained insight to the operation of a major corporation from a financial standpoint

- Managed groups of full-time employees at out-of-state events- Contributed to the development of a recently introduced marketing campaign