Jonathan Snyder

Jonathan Snyder Email and Phone Number

Senior Controls Analyst and Recordkeeping Transformation @ TIAA
Texas, United States
Jonathan Snyder's Location
Dallas-Fort Worth Metroplex, United States
Jonathan Snyder's Contact Details

Jonathan Snyder work email

Jonathan Snyder personal email

About Jonathan Snyder

Jonathan Snyder is a Senior Controls Analyst and Recordkeeping Transformation at TIAA. He possess expertise in individual taxation, corporate taxation, options strategies, iras, financial accounting and 9 more skills. He is proficient in English.

Jonathan Snyder's Current Company Details
TIAA

Tiaa

View
Senior Controls Analyst and Recordkeeping Transformation
Texas, United States
Website:
tiaa.org
Employees:
13563
Jonathan Snyder Work Experience Details
  • Tiaa
    Senior Controls Analyst And Recordkeeping Transformation
    Tiaa
    Texas, United States
  • Tiaa
    Senior Controls Analyst / Recordkeeping Transformation
    Tiaa Sep 2024 - Nov 2024
    Frisco, Texas, United States
  • Tiaa
    Senior Complex Resolution Manager
    Tiaa Apr 2022 - Sep 2024
    Frisco, Texas, United States
  • Tiaa
    Customer Resolution Manager
    Tiaa May 2015 - Nov 2020
    Lewisville, Texas, United States
    • Reviewed client complaints to determine validity, risk, and cause of the complaint.• Audited consultant phone calls, documentation, and interaction records to ensure firm’s compliance to industry regulations and standards.• Collaborated with back office teams including legal, payment operations, IT, and contract maintenance to correct and restore client account to proper status.• Drafted written resolution correspondence to the clients.• Documented all complaints and corrections for FINRA review.• Generated error reports to track the source of the error and the affected budget.
  • Td Ameritrade
    Senior Resource Officer
    Td Ameritrade Oct 2014 - May 2015
    Fort Worth, Texas, United States
    • Provided exceptional customer service while supporting front-line associates and managers in the service center, branch network and operations with escalated issues/calls ensuring issue resolution in a timely manner• Prepared a wide variety of compliance-approved client correspondence to promote client satisfaction and gain referrals • Effectively supervised resolution of issues related to fraud and compromised client accounts • Mentored interns, new hires and new brokers through the internal training zone programs to ensure exceptional customer service and strict adherence to policies and procedures
  • Td Ameritrade
    Restricted Stock Broker
    Td Ameritrade Jul 2013 - Oct 2014
    Fort Worth, Tx
    • Utilized extensive securities knowledge to interpret and explain SEC forms and regulations while working with issuers’ legal counsel to ensure documentation was in good order before placing trades• Efficiently explained complex rules and regulations to clients and internal associates concerning SEC Rule 144/904/701/145 and sell by prospectus• Ensured that TD Ameritrade was in compliance with SEC and FINRA regulations for Restricted Stock Trading and deposits to alleviate corporate trading issues• Effectively interacted daily with CEOs, CFOs and insiders for publicly traded companies as well as the attorneys who were writing their legal opinions • Provided exceptional customer service while facilitating communications with clients on complex buy-back issues for securities under SEC rule 15c3-3• Analyzed publications, reports, data; understanding the complexities and biases in the information
  • Td Ameritrade
    Senior Client Services Associate
    Td Ameritrade Jun 2007 - Jul 2013
    Fort Worth, Tx

Jonathan Snyder Skills

Individual Taxation Corporate Taxation Options Strategies Iras Financial Accounting Financial Statements Series 7 Series 63 Tax Preparation Mutual Funds Leadership Marketing Strategy Securities Certified Financial Planner

Jonathan Snyder Education Details

Frequently Asked Questions about Jonathan Snyder

What company does Jonathan Snyder work for?

Jonathan Snyder works for Tiaa

What is Jonathan Snyder's role at the current company?

Jonathan Snyder's current role is Senior Controls Analyst and Recordkeeping Transformation.

What is Jonathan Snyder's email address?

Jonathan Snyder's email address is js****@****ail.com

What schools did Jonathan Snyder attend?

Jonathan Snyder attended University Of North Texas, Bryant University.

What are some of Jonathan Snyder's interests?

Jonathan Snyder has interest in Science And Technology, Arts And Culture, Health.

What skills is Jonathan Snyder known for?

Jonathan Snyder has skills like Individual Taxation, Corporate Taxation, Options Strategies, Iras, Financial Accounting, Financial Statements, Series 7, Series 63, Tax Preparation, Mutual Funds, Leadership, Marketing Strategy.

Who are Jonathan Snyder's colleagues?

Jonathan Snyder's colleagues are Bill Drover, Sumeet Fulmali, Nathaniel Chin, Asa, Ursula Bauer, Josh Taksier, Julie Hanna, Nitin Gupta.

Not the Jonathan Snyder you were looking for?

  • Jonathan Snyder

    Greater Minneapolis-St. Paul Area
    2
    ymcatwincities.org, tr.com

    3 +163181XXXXX

  • Jonathan Snyder

    Executive Director At North Branch Works
    Greater Chicago Area
    3
    yahoo.com, phila.gov, northbranchworks.org
  • Jonathan Snyder

    Senior Director - Group Leader - Discovery And Mechanistic Biology
    Indianapolis, In
    4
    gmail.com, gmail.com, purdue.edu, elanco.com
  • Jonathan Snyder

    Founder At Factiii | Pioneering Big Data Accessibility | Championing Science And Critical Thinking | Elevating Global Educational Standards Through Data Insights
    San Antonio, Tx
  • Jonathan Snyder

    Greater Tampa Bay Area
    5
    getwrecked.com, phillynews.com, driven-inc.com, gmail.com, gmail.com

    1 +122472XXXXX

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.