Mitchell Dougherty Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Onboard new accounts and coordinate with key personnel to schedule onsite events. Manage brand ambassadors to ensure our products are brought to life and our brands are represented with integrity. Account management of existing accounts, including A/R duties.

Woodland Hills, Ca, Us

Teach K-5 students the values of teamwork and sportsmanship by instructing lessons in various sports such as basketball, soccer, and ultimate frisbee. Execute lesson plans create for students to learn new skills and strengths through sports.

Us

Responsible for teaching K-5 students sports and physical education to develop strength and build confidence. Ensure the safety of 20-30 students per class while promoting YMCA values of honesty, responsibility, and respect.

Santa Monica, Ca, Us

Chicago, Illinois, Us

Provided day-to-day delivery of agreed lending/financing services as specified in the credit agreement. Accountable for timely processing of loan advances/payments, processing wire transfers & DDA entries, billing for principal/interest/fees, monitoring collateral positions, and financial exceptions.

Built relationships with assigned client base by meeting with customers in person and via phone to discover financial needs and tailor product and service recommendations. Partnered with financial specialists, including Investment Advisors and Mortgage Bankers, connecting clients with JP Morgan financial solutions. Maintained strict adherence to policies, organizational procedures, and regulatory banking requirements.• Utilized investment product knowledge and client relationship skills to consistently lead branch in both managed and self-directed investment referrals.• Enhanced the client experience by saving clients time through automation, mitigating fee assessments, and owning client issues from start to finish.

Provided inbound client service including provision of investment information, placing trades, and deescalating client complaints. Assessed client objectives and recommended solutions within the Merrill product and service portfolio.• Successfully retained client business through active listening and finding solutions to complex and critical client concerns.

Scottsdale, Az, Us

Collected weekly and annual market returns and compiled client performance data. Placed outbound calls to potential new clients to explain benefits of money management services. Aggregated information on external economic factors facilitating changes in investment strategies.• Implemented a successful marketing campaign targeting a niche local market driving new business.

Tempe, Az, Us

Utilized Advantage Accounting Software to process accounts payable and reconciled accounts at month end to ensure accuracy. Handled cash and verified cash deposits.