Lori Johnson Email & Phone Number

Omaha, Nebraska, United States

- Facilitated daily stand-up meetings, sprint planning sessions, sprint reviews, and sprint retrospectives to ensure Agile framework is followed and team goals are met.- Coached and mentored team members on Agile principles, fostering a culture of continuous improvement and adaptability.- Removed impediments, enabling team to remain productive and focused.

Omaha, NE

- Established a proven track record in project management, successfully utilizing both Waterfall and Agile methodologies to plan, execute, and deliver medium and large/enterprise-level projects on time and within budget. - Worked closely with stakeholders to define project scope, goals, and deliverables, fostering clear communication and alignment.

Omaha, Nebraska, United States

- Developed and managed plans for the delivery of Asset Transfer Services projects.- Reviewed issues and coordinated action plans for internal audits and regulatory complaints.- Offered coaching, conducted performance appraisals, provided training, and offered support for team members.- Collaborated with operational teams to collect data and prepare.

Bellevue NE

- Executed complex option and margin trades for clients.- Implemented risk mitigation strategies to minimize losses associated with margin and options trading.- Conducted manual review of complex trades initiated by other brokers.- Aided clients and internal associates in comprehending the intricacies of margin trading, option strategies, and complex.

Bellevue NE

- Obtained Series 4 licensure.- Fostered strong relationships with our most active and lucrative clients.- Executed equity, option, and mutual fund trades on behalf of clients.- Evaluated complex client trades to ensure accuracy.- Received President’s Club recognition for being one of the top associates in converting clients to use our active trading.

Bellevue NE

- Obtained Series 24 licensure.- Conducted in-person training sessions for the orientation of all new associates.- Facilitated training for up to 30 associates across Client Services, Asset Transfer Services, Account Maintenance, Trading, and New Account teams.- Collaborated with internal associates to identify and make changes to course materials..

Bellevue NE

- Contributed to the management of a team of approximately 15 traders, offering coaching on best practices to optimize performance. - Monitored broker and client service phone calls and emails to ensure quality, providing coaching as needed.- Educated team members on changes and revisions to policies and procedures.- Developed resources to disseminate.

Bellevue NE

- Obtained Series 7 and Series 63 licensure.- Assisted clients in resolving account inquiries spanning multiple unique business segments via phone and email.- Executed orders for stocks, employee stock options, options, and mutual fund securities on behalf of clients.- Conducted manual reviews of mutual fund orders to guarantee the accuracy of trades.

Bellevue NE

- Delivered exceptional customer support via phone and email, consistently surpassing performance targets and customer service satisfaction scores.- Worked closely with external teams, such as trading and operational teams, to collaboratively resolve client issues.