Nate Ebbs Email & Phone Number

Denver

Responsible to lead project teams that implement retirement plan services for existing institutional clients and onboard new clients and currently hold series 6, series 63 FINRA licenses and Colorado state life and health insurance license.• Analyze the implementation service request and determine client readiness and project team resources. • Lead internal and external project meetings to discuss the implementation requirements and project timeline. • Encourage and manage project… Show more Responsible to lead project teams that implement retirement plan services for existing institutional clients and onboard new clients and currently hold series 6, series 63 FINRA licenses and Colorado state life and health insurance license.• Analyze the implementation service request and determine client readiness and project team resources. • Lead internal and external project meetings to discuss the implementation requirements and project timeline. • Encourage and manage project members across business areas to ensure the team remains focused on the project deliverables and scope.• Provide project status updates to the institutional client, such as project progress, identified issues/risks, or possible delays. • Partner with product management to ensure the service or product is client ready. • Work closely with customer service teams to ensure their readiness to assist individuals. • Provide executive summaries of high-profile clients to the leadership teams. Show less

Greater Denver Area

Currently hold series 6, series 63 FINRA licenses and Colorado state life and health insurance license (registered in all 50 states)Registered consultant to clients in all regards to the aspects of their individual retirement accountsYearly sales goal of $1.8 millionPrimarily developed client relationships at a service level that exceeds that of any financial services companyRecognize client need and exceed expectations of the clientsService clients of all income levels… Show more Currently hold series 6, series 63 FINRA licenses and Colorado state life and health insurance license (registered in all 50 states)Registered consultant to clients in all regards to the aspects of their individual retirement accountsYearly sales goal of $1.8 millionPrimarily developed client relationships at a service level that exceeds that of any financial services companyRecognize client need and exceed expectations of the clientsService clients of all income levels including high net worth individuals Work in high paced and extremely demanding environment while talking with clients Show less

Greater Denver Area

Responsible for training and development of new associates Ensure high quality service to internal and external clients institutional clientsMaintains superior quality rating for all tasks processedPossess ability to quickly and efficiently learn and use multiple software programs: Proficient in Microsoft Office, OMNI Plus, EXP AG, Kronos, Seibel, ect. Provide strong time management skills by setting schedules to meet the needs of both internal and institutional external clients… Show more Responsible for training and development of new associates Ensure high quality service to internal and external clients institutional clientsMaintains superior quality rating for all tasks processedPossess ability to quickly and efficiently learn and use multiple software programs: Proficient in Microsoft Office, OMNI Plus, EXP AG, Kronos, Seibel, ect. Provide strong time management skills by setting schedules to meet the needs of both internal and institutional external clients Established close working relationships with many internal and external business partners Show less

Master Of Business Administration (Mba)

Bachelor Of Arts - Ba