Andrew Schlegel

Andrew Schlegel Email and Phone Number

Director of Marketing Automation | Client Driven | Series 7 & 66 @ Dynamic Data Group
omaha, nebraska, united states
Andrew Schlegel's Location
Omaha, Nebraska, United States, United States
About Andrew Schlegel

I have worked for multiple companies in different industries and roles, but one thing has always stayed consistent. Every position I have held has had a focus on doing the very best for our clients. It did not matter if it meant working late, standing up for something that was unpopular, or significantly more work, the client has always come first. What I have found allows me to excel at this is a combination of traits and skills.1.) I am a very quick learner. I am not just focused on the basics of how to do a job, but why I am doing it. I have held positions across many industries and disciplines, but I have always excelled and earned the top awards and recognitions in those roles and been able to contribute quickly.2.) I also find that I have great critical thinking skills. The ability to understand how one seemingly small issue can greatly impact the big picture and why has contributed greatly to my previous successes. Nothing is done in a vacuum and I believe it is essential in any role to fully understand how everything works together if you want to not just succeed but innovate.3.) Another skill that I think has been vital to my success is working well on a team. Everyone has something to contribute and their own set of skills that make them essential. I have been in many positions where I was heavily involved in training other associates and managers. Helping them understand their strengths and weaknesses so that they could perform their best but also grow in the role, has been one of the most rewarding aspects of my career.4.) I think the skill that has helped me most, though, is the ability to effectively communicate. I have been able to hone these skills through years of practice in the financial industry. From working with clients on advanced financial concepts, to sharing information between application developers and end users, I have shown a talent for being able to get the right people the information they need in the most efficient way possible. I believe much of this stems from my ability to think ahead to the questions someone may have and anticipate their needs before they have to ask.Ultimately, I am someone who cares deeply about doing the best job I can. I want to be able to contribute quickly and also meaningfully, with the end goal of supporting my clients to the highest of standards.

Andrew Schlegel's Current Company Details
Dynamic Data Group

Dynamic Data Group

View
Director of Marketing Automation | Client Driven | Series 7 & 66
omaha, nebraska, united states
Employees:
2
Andrew Schlegel Work Experience Details
  • Dynamic Data Group
    Director Of Marketing Automation
    Dynamic Data Group Jan 2024 - Present
    Omaha, Nebraska, United States
  • Td Ameritrade
    Business Analyst - Operations Systems Support
    Td Ameritrade Jun 2020 - Jan 2024
    Omaha, Nebraska, United States
    Acted as an advocate while independently representing Brokerage Operations overnight by working with business partners and support teams on issue identification, resolution, and long-term solutionsCollaborated with multiple levels of management by conveying issues, resolutions, and action plans.Worked on multiple projects with many departments to reduce risk to the business.Set up proactive alerts for automated jobs.Identified and corrected potential issues before any impact was realized.Created documents for use inside and outside of the department to assist with knowledge dissemination.Took lead on training of newer Associates.Gained and maintained extensive knowledge of overnight automated systems.Significant Achievements:TOPS – 2021 Q2
  • Td Ameritrade
    New Account Specialist
    Td Ameritrade May 2018 - Jun 2020
    Omaha, Nebraska, United States
    Welcomed new Clients to the firm and assisted them through the entire account opening process.Educated new and prospective Clients in the many ways the company could serve their needs.Acquired in depth knowledge of multiple account types and their functions.Handled complex issues while navigating the Client in the most efficient way possible.Significant Achievements:President’s Club - 2019 Q1 and Q3, 2020 Q1 and Q2Best of the Best – 2020 Q1 and Q2
  • Td Ameritrade
    Financial Representative
    Td Ameritrade Jul 2017 - May 2018
    Omaha, Nebraska, United States
    Handled inbound customer service calls.Provided answers to Client questions regarding accounts, policies, and services.Assisted Clients with website and platform navigation.Engaged Clients in meaningful dialogue and identified unstated needs or financial goals that may be achieved by further utilizing company services, products, or tools.Significant Achievements:President’s Club – 2018 Q2 and Q3Circle of Champions - 2018Excellence in Service – 2018 Q3
  • Thiele Geotech, Inc.
    Engineering Technician
    Thiele Geotech, Inc. Mar 2014 - Jul 2017
    Greater Omaha Area
    ACI and OSHA 10 hour certified as well as ICC certifications for Reinforced Concrete, Structural Masonry, Soils, and Fireproofing.
  • Four Lee Farms
    Farm Hand
    Four Lee Farms Sep 2013 - Nov 2013
    Missouri Valley, Iowa
    Helped with basic farm work like feeding cattle and fixing machinery, along with driving a tractor with an auger wagon.

Andrew Schlegel Education Details

Frequently Asked Questions about Andrew Schlegel

What company does Andrew Schlegel work for?

Andrew Schlegel works for Dynamic Data Group

What is Andrew Schlegel's role at the current company?

Andrew Schlegel's current role is Director of Marketing Automation | Client Driven | Series 7 & 66.

What schools did Andrew Schlegel attend?

Andrew Schlegel attended Metropolitan Community College, Bellevue University, University Of Nebraska At Omaha.

Who are Andrew Schlegel's colleagues?

Andrew Schlegel's colleagues are Isaiah Jacobsen, Michaela Klamt, Tram Nguyen.

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