Jonathan A Email & Phone Number

• Receive, review, and interpret day to day maintenance operations on electrical specifications for new quotes, invoices, estimates, and projects. Assisting in the planning and implementation of projects - 15/20 projects.
• Answer the emergency requests by calling the customer and mobilize the contractors within 24/48 hours.
• Prepare the pricing models and billing procedures with tracking, purchase orders, tickets, shipment summaries and returns for customer review and order entry for awarded projects.
• Ensure that all department RFI’s related to work order resolution, job progress changes, delays, submittals, customer satisfaction, contractor performance, and costs are met.
• Deliver a top tier customer experience and serve as a liaison between the contractors, the customers, the engineers, and project managers through meetings to ensure effective communication with the work order.
• Monitor weekly shipment activity and communicate with the contractors. Flexible on scope changes and solve or escalates the issues if needed. Daily report to management on work orders and project progress.

Jacksonville, FL, US

Director of Technology.

• Led projects from requirements through deployment with post deployment check points in IT, wealth management, insurance, retail banking, loans, e-learning modules with cross-functional teams - 6/8 projects at a time.
• Monitored project progress with effective collaboration on each workstream leader to ensure all parties are on track with scope, implementations, and risk mitigation plans. Maintained and updated project documentation.
• Established and maintained relationships with project team members, client stakeholders, providing day-to-day contact on project status and changes.
• Escalated the issues and risks if needed to appropriate management.
• Conducted post-project evaluation with review to identify successful and unsuccessful project elements to improve internal teams processes for future projects and changes in the organization.

· Sourced investment opportunities for $1 million net worth clients.· Assisted 11 associates in customer conversations to understand the client’s goals, providing financial analytic information and building long-term, holistic client relationships. · Developed customized asset allocation strategies with a minimum investment of €100k with investment.