Rich Bond Email and Phone Number
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Accomplished professional with extensive insurance/financial services industry experience on both business area and information technology sides. In-depth knowledge of financial markets and investment products and services and the systems used to maintain them . Highly personable, and adept in generating and following up on project work, establishing rapport, cultivating strong relationships, eliciting business requirements, recommending strategies and assisting clients in making sound decisions to achieve long-term objectives. Track record of consistent workplace achievement. Adept in coaching and mentoring representatives. Solid time management and organizational skills.
Ameritas
View- Website:
- ameritas.com
- Employees:
- 2655
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Manager, Life,Di And Annuity SoftwareAmeritasBatavia, Oh, Us
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Manager, Life,Di & Annuity SoftwareAmeritas Oct 2013 - PresentCincinnati, Ohio AreaThis position contributes to the efficient and profitable distribution of life ,annuity and disability insurance products by delivering an automated field friendly illustration system. Additionally the position provides illustration system planning, system development, maintenance, analysis and testing for specific product development projects.
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Business Process AnalystAmeritas Feb 2012 - Oct 2013Cincinnati, OhioResponsible for identifying and implementing process improvement, cost reduction, revenue growth and diversification strategies across the Individual Division. The position supports the opportunity identification and prioritization, strategy formation, business case development, internal alignment and syndication, and project coordination. Activities performed include discovering, validating, documenting and communicating the organization’s business process knowledge for particular BPM initiatives.
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It Business AnalystAmeritas 2006 - 2012Cincinnati, Ohio AreaWorking as a liaison among stakeholders in order to elicit, analyze, communicate and validate requirements for changes to business processes, policies and information systems.
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Licensed Financial ConsultantNational City Investments 2004 - 2006Dayton, Ohio AreaServed in client consulting and sales coaching capacities for this full-service brokerage and advisory subsidiary of National City Corporation and provider of investment solutions to individual investors and corporations.Built and solidified relationships with customers and prospects across a variety of investment planning stages and asset classes. Conferred with clients to identify long-range investment goals, formulate financial objectives and recommend appropriate investment products including mutual funds and annuities. Developed and maintained extensive knowledge of a wide range of traditional banking products. Coordinated financial planning seminars for clients in cooperation with investment product wholesalers. Managed client investment accounts and maintained account documentation.
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Investment RepresentativeFidelity Investments 1998 - 2004Cincinnati, Ohio AreaPromoted to increasingly responsible capacities, culminating in position serving high net worth clients, for the nation's largest mutual fund company and leading provider of investment management and brokerage services. Series 7 and 63 -
EngineerUnited States Marine Corps Aug 1992 - Jul 1998
Rich Bond Skills
Rich Bond Education Details
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Six Sigma Lean And Green Belt, Master Certificate In Lean Enterprise Solutions -
Information Technology -
Oak Hills High School
Frequently Asked Questions about Rich Bond
What company does Rich Bond work for?
Rich Bond works for Ameritas
What is Rich Bond's role at the current company?
Rich Bond's current role is Manager, Life,DI and Annuity Software.
What is Rich Bond's email address?
Rich Bond's email address is ri****@****nes.com
What is Rich Bond's direct phone number?
Rich Bond's direct phone number is +151332*****
What schools did Rich Bond attend?
Rich Bond attended Villanova University, University Of Phoenix, Oak Hills High School.
What skills is Rich Bond known for?
Rich Bond has skills like Business Requirements, Business Analysis, Sdlc, Management Consulting, Mutual Funds, Business Process, Analysis, Finance, Investments, Banking, Agile Methodologies, Strategic Financial Planning.
Who are Rich Bond's colleagues?
Rich Bond's colleagues are Julie Mohnike, Brian Fern, Sommer Knippelmeyer, Tyrel Wieseler, Tom Mills, Pam Hodge, Dwight Hammer.
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Rich Bond
Award Winning: Writer - Director - Producer - Editor | Digital Content Specialist& Lead Creative @ Cool Digital Media / Cooldigitalmedia.ComNew York, Ny1gmail.com1 +171874XXXXX
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2yahoo.com, westernwats.com
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