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@trustamerica.com
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4 phones found area 303
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Jonathan Pratt is listed as A leader of leaders and teams experienced with a variety of departments who enables business units to develop consistency in excellence. at Corebridge Financial, based in Greater Birmingham, Alabama Area, United States. AeroLeads shows a work email signal at trustamerica.com, phone signal with area code 303, and a matched LinkedIn profile for Jonathan Pratt.
Jonathan Pratt previously worked as Director: Premium and Billing, Disbursements, Audit and MCE at Corebridge Financial and Director, Premium and Billing Administration at Aig. Jonathan Pratt holds Bachelor Of Business Administration (Bba), Accounting from University Of Montevallo.
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AeroLeads found 1 current-domain work email signal for Jonathan Pratt. Compare company email patterns before reaching out.
I'm currently leading in a remote capacity, and while successes are laid out in my experience, here are a few highlights about my skill set, teams I’ve led, and my mindset:- Simultaneous leader of multiple cross functional teams and a variety of business units- Adept at coordinating across business units and driving strategic initiatives- Driver of numerous process improvements and several technological innovation projects- Forward thinking leaderOperational teams I've led in my career: - Account Setup and Maintenance (incl. Bene changes, Address changes, name changes, etc.)- Transfers-In (coordinating with Financial Institutions to transfer assets to customer accounts)- Investment Deposits - Premium and Billing- Group Billing- Disbursements- Statements- Suspense Management- Audit and Market Conduct Exam AdministrationWhen I first grew into management it was important to understand the purpose of my role, so I came up with these 5 things that have served me well in approaching each day:1) Lead teams to get the job done well2) Develop leaders and team members for their current role3) Develop leaders and team members for their next role4) Make decisions and own them5) Have fun doing it
Listed skills include Investment Advisory Services, Series 7, Client Services, Advisor Conversions, and 24 others.
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A career timeline built from the work history available for this profile.
Houston, Texas, US
Corebridge Financial used to be AIG-Life and Retirement, in a remote capacity:Accomplishments- Business sponsor, thought leader, and process expert for $1 million project to switch credit card vendors- Worked with sourcing to negotiate $250k in vendor savings over 5 years - Worked with contact center to update IVR to encourage online payments reducing.
New York, NY, US
AIG-Life and Retirement became Corebridge Financial, in a remote capacity:Accomplishments- Submitted a critical solution, obtained executive approval to design an enhancement to auto apply complex payments which reduced outstanding weekly items 94%, reduced contact center calls 5-10%, saved 9 offshore FTE ($225K annually), and applied payments 5 days.
New York, NY, US
Accomplishments- Reduced FTE, saving $45,000 annually, by working with training department to transition 25% of volume to dotted line resources, also coordinating directly with dotted line leadership to transition 10% more- Developed process improvement tracking spreadsheet so ideas were retained and pursued - Completed cost analysis of deposit process.
Lansing, MI, US
Before our Jackson location underwent a reorg out of state, I led 15 onsite and telecommute team members representing two departments (Financial Distributions and Incoming Phone Payments).- Coordinated resources across 3 locations and 12 teams to adjust for completion of critical daily work- Led VP and senior management to increase team member engagement.
Centennial, Colorado, US
My Career Progression at TCA before relocating to Tennessee:- Temp Assignment: Transfer-In Rep- Relationship Technical Specialist- Relationship Manager II- Sr. Conversion Manager- Supervisor, Advisor Services- Manager, Advisor ServicesA few successes in various roles outlined above were:- Defined key performance indicators, reduced workload by 34%, coached.
Zurich, CH
Having newly moved to Denver, I was excited at the opportunity to work with UBS Financial Services in this temporary role. I assisted with the conversion of over $40M of customer assets, and in a dual capacity was promoted to the operations center to serve as a Branch Service Associate.My responsibilities with UBS involved the following:- Onboarded new.
Increased company volume by 30% after becoming the production coordinator.- Lead generation, file acquisition, and file submission- Pre-qualified applicants based on financial status, credit, and property evaluations- Advised on loan services and terms, explained the features, benefits, and advantages of each product, while cross selling numerous loan types
- Vetted loan files for pre-qualification standards- Aligned loan officers, underwriters, and clients for accurate, efficient, and timely processing- Conducted final review, and obtained final stipulations prior to closing
Quick answers generated from the profile data available on this page.
Jonathan Pratt works for Corebridge Financial.
Jonathan Pratt is listed as A leader of leaders and teams experienced with a variety of departments who enables business units to develop consistency in excellence. at Corebridge Financial.
AeroLeads has found 1 work email signal at @trustamerica.com for Jonathan Pratt at Corebridge Financial.
AeroLeads has found 4 phone signal(s) with area code 303 for Jonathan Pratt at Corebridge Financial.
Jonathan Pratt is based in Greater Birmingham, Alabama Area, United States while working with Corebridge Financial.
Jonathan Pratt has worked for Corebridge Financial, Aig, Jackson, Trust Company Of America, and Ubs.
You can use AeroLeads to view verified contact signals for Jonathan Pratt at Corebridge Financial, including work email, phone, and LinkedIn data when available.
Jonathan Pratt holds Bachelor Of Business Administration (Bba), Accounting from University Of Montevallo.
Jonathan Pratt is listed with skills including Investment Advisory Services, Series 7, Client Services, Advisor Conversions, Operations Management, Employee Management, Technological Innovation, and Metric Development.
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