Jon Vincent Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina Area

Consistently insure quality customer service for participants with 401k plans to obtain loans from their plans, lump sum distributions or rollover of balances to other qualified institutions.Assist plan sponsor and intermediaries on the utilization of web-based applications and deliver web demonstrations for financial advisors and plan sponsors.Works with Brokers, Registered Investment Advisors, Trust Companies and other Third Party Vendors including auditors to: provide plan level calculations, communicate fund activity and resolve web based issues with account access.

Charlotte, North Carolina Area

Provided service to employees in transition from a previous employer’s retirement plan by providing counseling on rollover requirements, investment options and distribution implications. Identified IRA referral opportunities from employees with balances between $10k - $100k in assets in their existing 401k or other employer sponsored retirement plan. Managed and assisted customers with IRA accounts at Retirement Clearinghouse, respond to inbound / outbound phone and email inquiries, and provide support with annual tax statements.

Iraq

Provided supervision to 10 personnel members responsible for managing a key IRAQ airfield, assisted with troubleshooting, mitigated risks, and delivered recommendations to US Military and Coalition Forces. Collaborated with military and allied forces to ensure key logistic objectives, priorities and schedules were met by inspecting passages, baggage and cargo for air transport. Recognized for professional and effective interpersonal skills for frequent interchange of Arrival / Departure Airfield Control Group (ADACG) procedures between the U.S. Military, allied forces and civilian contractors.

Ft. Jackson, Sc, Ft. Leonardwood, Mo, Ft. Bragg, Nc.

E5 Sergeant (Veteran of Operation Iraqi Freedom, from January 2003 – February 2004)

Charlotte, North Carolina Area

Provided relationship management support to 40 janitorial companies in the North and South Carolina territories for banks, small restaurants and local grocery store chains. Spearheaded meetings with janitorial business owners on a weekly basis to ensure a consistent and professional service experience for each facility. Led facility inspections within assigned territories to maintain SAFSA policy regulations, satisfactory sanitary conditions for clientele and proper organization of cleaning supplies within each facility.

Iraq

Managed and trained 20 MCT Specialists on ground transportation database tracking, TMR Manifestation, RF ID cargo tracking and container tracking procedures for Iraq and Kuwait.Supervised vital cargo and personnel transport throughout various US military and coalition forces.Liaison between military officials, coalition delegates and higher management.

Charlotte, North Carolina Area

Handled daily inbound phone calls from bank customers requiring assistance in managing their bank products, investments and pre-qualification for mortgage refinancing as a credit analyst and customer service. Consistently insured quality customer service and superior oral communication with existing banking customers.Prepared products and service reports by collecting and analyzing customer information, resolved customer issues and remained current on industry trends that added to my overall job performance.

Bachelor'S Degree, Communications Public Relations, 3.2

Activities and Societies: Kappa Alpha Psi Fraternity University Programming Board NHPC BA in Communications & Public Relations [UNCC] .

Transfer To Unc Charlotte, Transfer Credits

Activities and Societies: AmbassadorAs an Ambassador, I helped raise money for the Community College Foundation, escorted State and Local.