John Kalinowski

John Kalinowski Email and Phone Number

Securities Operations Associate - Analyst Officer @ Wells Fargo Advisors
St. Louis, MO, US
John Kalinowski's Location
St Louis, Missouri, United States, United States
John Kalinowski's Contact Details

John Kalinowski personal email

n/a

John Kalinowski phone numbers

About John Kalinowski

Financial Services Industry Professional possessing more than 26 years operations experience working within multiple brokerage operations departments, mitigating risk, performing due diligence, leading projects, overseeing complex and time-sensitive processes in a fast-paced environment.Skills• Exhibits leadership ability• Displays high integrity/honesty

John Kalinowski's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Securities Operations Associate - Analyst Officer
St. Louis, MO, US
Website:
wellsfargoadvisors.com
Employees:
14520
John Kalinowski Work Experience Details
  • Wells Fargo Advisors
    Securities Operations Associate - Analyst Officer
    Wells Fargo Advisors
    St. Louis, Mo, Us
    View
  • Wells Fargo Advisors
    Senior Securities Operations Representative
    Wells Fargo Advisors Jul 2020 - Present
    St. Louis City County, Missouri, United States
    • Notify brokers of advantageous reorganization events saving clients more than $3.85 million in 2021.• Have established processing procedures for Special Purchase Acquisition Companies (SPAC).• Have developed training documentation to assist associates with Cisco Jabber phone system.• Lead test associate for commonly utilized department and team applications.• Research/set-up/process tenders, puts, conversions, rights, warrants and SPACs with detail and accuracy.• Review and assess ongoing operations, developing initiatives for continuous process improvement.• Remain Current on Financial Industry market news, compliance updates, and firm training programs.
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  • Wells Fargo Advisors
    Securities Operations Specialist Iii
    Wells Fargo Advisors Apr 2013 - Jul 2020
    St. Louis, Missouri
    • Provided outstanding Service/Support to multiple Wells Fargo Company business channels.• Managed 25-50 customer calls per day.• Professionally resolved Corporate Action payment and activity inquiries.• Assisted department in meeting targeted service levels, exceeding personal productivity goals.• Ensured escalations were handled timely and within departmental requirements.• Created correspondence utilizing multiple firm communication systems.• Proactively recognized potential client impacts and service issues.
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  • Wells Fargo Advisors
    Dividend Support Specialist
    Wells Fargo Advisors May 2011 - Apr 2013
    St. Louis City County, Missouri, United States
    • Subject Matter Expert (SME) regarding Estimated Monthly Income set-up and reporting.• Provided primary customer support to internal customers in fast-paced environment.• Documented and detailed calls and complaints using call center's CRM database.• Managed 25-50 internal customer calls per day.• Researched and resolved dividend related general questions from Financial Advisors.
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John Kalinowski Skills

Financial Services Securities Leadership Call Centers Customer Service Team Leadership Access Microsoft Word Investments Microsoft Excel Risk Management Management Mutual Funds Outlook Insurance Call Center Notary Public Bloomberg Customer Relations Accounting Strategic Planning Program Management Powerpoint Excel Word Time Management Business Analysis Strategy Microsoft Office Phone Etiquette Due Diligence Quicken Social Media English Windows Political Science Team Building Critical Thinking

John Kalinowski Education Details

Frequently Asked Questions about John Kalinowski

What company does John Kalinowski work for?

John Kalinowski works for Wells Fargo Advisors

What is John Kalinowski's role at the current company?

John Kalinowski's current role is Securities Operations Associate - Analyst Officer.

What is John Kalinowski's email address?

John Kalinowski's email address is jo****@****ell.net

What is John Kalinowski's direct phone number?

John Kalinowski's direct phone number is +131479*****

What schools did John Kalinowski attend?

John Kalinowski attended Saint Mary's University Of Minnesota, University Of Missouri-Saint Louis.

What are some of John Kalinowski's interests?

John Kalinowski has interest in Leadership, Professional Networking, Social Services, Children, New Technology, Training Programs, Management, Investing, Politics, Poverty Alleviation.

What skills is John Kalinowski known for?

John Kalinowski has skills like Financial Services, Securities, Leadership, Call Centers, Customer Service, Team Leadership, Access, Microsoft Word, Investments, Microsoft Excel, Risk Management, Management.

Who are John Kalinowski's colleagues?

John Kalinowski's colleagues are Ted Eckert, J David Azevedo, Michael Gibson, Tamea Pate, Annie Ryan, Karin Clothier, Hal Finberg.

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