John Poterek Email & Phone Number

Jacksonville, FL, US

Jacksonville, Florida

Working to administer the delivery of services to clients as well as provide support to business development, client management, and service delivery teams. My role is to act as a link between these different units, playing an integral role in business communications. As a Sr. Support Manager, I work closely with service development teams, client support.

Jacksonville, Florida

Jacksonville, Florida

Provide high level and in depth technical support by resolving inquiries by phone, e-mail and web, in a manner and time frame consistent with department and team service levels and goals.Work collaboratively with clients, team members, implementation consultants, and resources across the company to achieve desired results.Continue internal education.

Jacksonville, Florida

Jacksonville, Florida

Jacksonville, Florida

Jacksonville, Florida

• Responsible for fundamental guidance conversations and investment conversations with our clients
• Guided clients through Portfolio Advisory Service Investor Profile Questionnaire and Recommendations when appropriate for their investment needs
• Educated clients on current market conditions, trends, sectors and news to help strengthen financial knowledge and understanding of these items and how they relate to their portfolio
• Assisted clients with their transfer of assets… Show more
• Assisted clients with their transfer of assets and rollover request for transfers to Fidelity Investments
• Scheduled branch appointments and leveraged business partners such as Account Executives and Brokerage Consultants for higher asset clients that are looking for a one on one relationship

Jacksonville, Florida

• Managed monthly commissions for financial institutions that did block trading with Deutsche Bank
• Responsible for the financial upkeep of monthly trades and funds
• Maintained customer support and communication through appropriate channels of business
• Evaluated client needs and negotiated the best solutions to their trading inquiries
• Maintained multifunction Excel spreadsheets to suit the reporting needs of the financial institution and their multi faceted business… Show more
• Maintained multifunction Excel spreadsheets to suit the reporting needs of the financial institution and their multi faceted business plans.

Jacksonville, Florida Area

• Built monthly revenue sales from start-up to $250,000 in transportation services.
• Identified niche market that delivered above-average returns in transportation and warehousing, adding more than 8% to profit margin.
• Created a brokerage that developed over $100,000 in monthly sales at 20% profit margin
• Developed logistic patterns to cut the cost of transportation by 5%
• Responsible for the development of new clients and revenue streams.
• Analyzed… Show more

Shelby Township, MI & Jacksonville, FL

• Responsible for outside business and corporate sales at our store location
• Developed corporate accounts for Audio and Video systems
• Maintained profit margin of 15% on all A/V sales and installation
• Handled a store based and outside sales budget average of $300,000 per month
• Met with the dealers, national accounts, end-users, and the sales force to define new products and their potential benefits
• Managed the sales floor

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Activities and Societies: Brother of the Sigma Alpha Epsilon Fraternity Florida NU Chapter

Criminal Justice, Law Enforcement