John Panem Email & Phone Number

• Establish and achieve clear objectives and daily priorities to effectively manage team requests.
• Prepare weekly, quarterly Broker Dealer reports to help assist with the team.
• Creating and updating leads and contacts info in Salesforce.
• Creating campaigns in Salesforce and tracking all leads as its comes in from our point person that attendees Broke Dealer conferences. As well as assigning follow-up tasked to the incoming leads in Salesforce to the.
• Accurately and thoroughly enter data into Salesforce to track and report on advisor assets and growth.
• Generate proposals and reports from Envestnet platform when requested.

• Establish and achieve clear objectives and daily priorities to effectively manage team requests.
• Develop and oversee project plans.
• Prepare advisor and client reports, including gap reports and proposals to assess a client’s current assets related to recommended portfolios and investment strategies.
• Process, fulfill, and track advisor requests for investment, marketing, and practice management collateral.
• Efficiently onboard new advisor and ensure existing advisors are equipped with required tools by working directly with the Advisor Relations team.
• Accurately and thoroughly enter data into Salesforce to track and report on advisor assets and growth.

San Jose, California

• In this role, I coordinate and support project and client requests from end to end and establish and achieve clear objectives and daily priorities to effectively manage team requests.
• I also develop and oversee project plans, manage BD/RIA changes by proactively coordinating advisors transfer to new firms and associated documentation, and coordinate invoices and payments while tracking payment for.
• Additionally, I prepare advisor and client reports, including gap reports and retirement proposals to assess a client’s current assets related to recommended portfolios and investment strategies, process, fulfill, and.
• Next, I efficiently onboard new advisor and ensure existing advisors are equipped with required tools, including the organization’s Total Retirement solution by working directly with the Advisor Relations team.
• In addition, I accurately and thoroughly enter data into Salesforce to track and report on advisor assets and growth and monitor and maintain 401K asset records.
• Finally, I generate proposal from Envestnet platform for multiple departments.

San Jose, California

• In my initial role with this organization, I delivered quality administrative support, including greeting and checking visitors following security procedures, answering, screening, and routing all incoming calls.
• I also entered data entry into Excel spreadsheets while performing other required tasks to ensure smooth office operations.

Mountain View, California

• As Project Coordinator, I managed and monitored interview candidate expense reports for Americas sites and finalized documents with the Finance team using DocuSign, Google Docs, and Excel.
• Next, I oversaw candidate experience at Sunnyvale site by securing rooms for interviews, coordinating facility tours, arranging gift bags, handling video conference interviews, and setting welcome cards at new hires.
• I also coordinated internal recruiting site by editing, adding, and removing content using HTML code and prepared weekly recruitment coordinator Excel report for the Talent Acquisition Manager.
• In addition, I supported hiring committee meetings by scheduling candidates for decisions and documenting all results utilizing Jobvite.
• Last, I entered data into Excel while completing other duties as required.

Mountain View, California

• In this lead position, I greeted and checked in visitors and guests following security procedures and answered, screened, and routed incoming calls to appropriate personnel.
• I also oversaw lobbies while shadowing receptionist, scheduled transportation for visiting candidates, and managed and monitored supplies for all lobbies.
• Additionally, I handled updates for receptionist duties and procedures and assisted employees with information about the company policies.
• Finally, I aided with events, including EBC and onboarding by providing event signs, tent card, name tags, and event security in coordination with various teams.

Various Sites

• With this company, I secured company site by patrolling property, monitoring surveillance equipment, inspecting buildings, equipment, and access points, and monitoring visitor and guest entry.
• I also prepared daily activity reports.
• Additionally, I served as Lead Security Receptionist providing administrative support for various departments.

Mountain View, California

• Scanning various documents
• Data entry and clerical duties
• Trained and coached new team members
• Supervised and performed new data entry task

Mountain View, California

• Scanning various documents
• Data entry and clerical duties
• Trained and coached new team members
• Supervised and performed new data entry task

Milpitas, California

• Handled incoming and out-going merchandise
• Arranged merchandise to be put out on the floor
• Customer service

San Jose, California

• Patrolling the company site to ensure safety and deter potential situations through site specific post orders
• Producing daily activity reports

Milpitas, California

• Customer service and greeting customer
• Deter theft through cctv cameras and
• Filed paperwork for spot checks

Business/Commerce, General

Education record