Robert Kenison Cspo® Email & Phone Number

Omaha, Nebraska, United States

✔ Built better experience for 14M clients by establishing and executing vision, strategy and roadmap of required & regulatory communications.✔ Effectively executed Agile Scrum & Kanban Software Development processes, working in conjunction with stakeholders and technical delivery team as Product Owner / Manager.✔ Designed & implemented end-to-end communication framework, mitigating risk with increased visibility for more than 300 unique communications sent via Email, Print, Online, Mobile and SMS. ✔ Reduced vendor & operational expenses by eliminating manual processes, including providing platform agnostic solutions and onboarding new communications faster.✔ Reduced time to market by communicating at all levels, translating technical & business topics, simplifying conversations and influencing decision making. ✔ Drove expanded throughput successfully by increasing collaboration on cross functional roadmaps and strategy, establishing rapport and trust across Operations, Technology, Marketing and Business.

✔ Managed team, production and technology resources for Monthly Statements, Daily & Quarterly Trade Confirmations, Prospectus and Tax Forms, ensuring complete, accurate processing with back office processes and vendors.✔ Provided compliant solutions for regulatory communications by managing vendor relationships, holding Quarterly Business Reviews, performing site assessments and coordinating strategic planning. ✔ Developed stronger production environment with enhanced controls providing consistent fulfillment, preventing risk of regulatory communications and reduced processing timelines.

✔ Coached and mentored team performing expedited straight-through processing for internal & external clients.✔ Provided diverse knowledge of department procedures & policies, including Payment, Retirement Account, Asset Transfer and Cage & Client Account Services roles.✔ Drove increased productivity by supervising phone queue coverage, leading huddles and creating performance reports.

✔ Streamlined internal transfer processes by designing straight through process eliminating multiple handoffs, risks & reduced defects, applying Lean Six Sigma principles. ✔ Enhanced production, mitigated risk and devised better client experience by deploying quality program for Asset Transfer Service processes.✔ Expanded quality program to Retirement and Client Account Services, growing team and best practices.

✔ Ensured accurate transfer of cash and securities, analyzing, processing and responding to client asset transfer requests. ✔ Developed performance support tools for greater associate production quality, support training and client experience.✔ Trained new associates by individual and group instruction, learning and applying department processes.