Michael Deemer Email & Phone Number

Alexandria, Virginia, United States

Alexandria, Virginia, United States

• Volunteering at a small non profit helping the people of Honduras.
• Collaborating in bi weekly zoom calls to strategize assets and man hours to help with food, water and shelter.
• Asked to manage their digitalization project. This will allow the agency to see all assets on hand, where they have been deployed and future deployments.

Arlington, Virginia, United States

• After B. Riley merged with FBR I was asked to return to helpthe equity group in Virginia. My relationships with the FBR side was solid and I was asked to join to put streamline process through the companies growing.
• Maintained all operations of equity trading in VA.
• Trained the NYC office for all equity business. Most of their business before the merger was fixed income.
• Used my product management skills to help IT understand the equity side and how to report data to upper management.
• Updated upper management in NY weekly on the status of the Virginia office.
• Traveled to the NY office to train the institutional equity business.

Reston, Virginia

• Oversee the operations/ service management of the firm’s Registered Investment Advisor and Broker Dealer.
• Responsible for the overall workflow for the following relationships: Fidelity Institutional Wealth Services, Charles Schwab Institutional, Pershing Advisor Solutions, National Financial Services and Pershing, LLC.
• Acting OSJ - Daily principal review and approval of trade blotters.
• Built the back office infrastructure and launched an institutional bond trading arm.
• Review and approve new accounts, transfers, asset movement.
• Responsible for resolving trade errors as well as reconciling trade error reports.

Baltimore, Maryland Area

• Working with Salesforce (CRM) to better measure representative productivity.
• Manager – approving all retail correspondence and call escalations.
• Adding procedures to our CRM that has replaced missing or outdated information.
• Established Customer Service Department from inception.
• Established and managed infrastructure using Kana (CRM tool) to provide quality customer support to investors via phone and email.
• Responsible for training over 40 employees across departments to use Kana.

Responsible for all aspects on 5 different institutional trading desks, including: new accounts, clearing, allocating, fails and DK'sSupervise the preparation of daily reconciliations, allocation of trades, commission/sales credit details, proprietary accounts, and general oversight to ensure compliance with company and federal policies. Supervise and.

Managed consumer account assets of $20M. Responsibilities included: administering stock purchases, executing billing process, creating marketing promotions to increase transaction revenue and account growth, and managing all other brokerage transactions. Provided oversight of key operational relationships.Trained and managed partners' call centers with.

Established Customer Service Department from inception. Established and managed infrastructure using Kana (CRM tool) to provide quality customer support to investors via phone and email. Responsible for training over 40 employees across departments to use Kana.Managed team of eight, including candidate review and interview process, which was responsible.

Solely responsible for independent management of pension sales in Mid-Atlantic Region.Delivered account support to 150+ Client Financial Officers responsible for administering their company's retirement plans. Researched and resolved plan issues ranging from enrollment procedures to security purchase discrepancies. Developed, planned and presented Lincoln.

Managed a team of six representatives responsible for analyzing trade disputes. Built and managed a system to analyze trade disparities; process trades, transactions and new enrollments for retirement accounts. Provided prompt and comprehensive assistance to clients regarding company products and services and quality assurance support to other.