Pat Bartlett Email & Phone Number

Oakville, Ontario, Canada

I am a financial services professional with proven and demonstrated abilities to provide exceptional customer support. Always working to anticipate and then exceed expectations, while building loyalty to the brand. My strengths include analytical as well as proven diagnostic support on process improvements and team building. I have achieved and helped maintain 98.5% accuracy on incoming work orders and requests, by building out successful teams. I have been able to successfully manage large multi city and culture teams. I am interested in using that experience to build and continuing to provide top quality service to customers while building world class products and contributing to the bottom line in my next role.

Oakville, Ontario

Oversight of a large team, with almost ten years of experience working with team members both on shore and off shore, as well as balancing strategic and dynamic work from home arrangements, all the while keeping staff engaged in this technology savvy world. Staying current with incoming work loads, MIS, prioritizing hourly or daily escalated work cases or exceptions. Building out best of class processes for our clients, advisors, and staff. Project work includes system development suggestions, business requirements through to SIT or smoke testing and implementation. Some of our more recent projects have been the implementation of FATCA, with an eye on CRS (Common Reporting Standards), T2 settlement, as well as key strategic internal initiatives and projects. Department record keeping, as well as assisting in fact gathering or support for internal, external or regulatory audits as required.

Over the past 18 years I have been part of several expansion projects or acquisitions, My role for these projects were often to bring together two working Operations areas, pulling out the best opportunities for the end client, Advisor, or operations staff. Assisting in the wind down and clean up of the remaining dealer pieces and the on boarding of data or staff as necessary. Promoting the new dealership's opportunities and business rules and regulations, often times on the road traveling to different locations across Canada.

Burlington, Ontario