Danny Bramlett
Aurora,Colorado
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
18
18
years of professional experience
Work History
Sr Rep Retirement Registered
Empower Retirement
Denver, CO
01.2015 - Current
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Answered questions and resolved concerns for paticipants.
- Assisted in training new hires on service processes and protocols.
- Assisted participants with financial and investment transactions.
Registered Rep/Investment Advisor Rep
JP Morgan
Denver, CO
04.2006 - 12.2014
- Introduced participants to various investment strategies based on financial goals and risk tolerance available through Personal Asset Manager program.
- Executed trades on behalf of participants according to their instructions while ensuring accuracy of data entry.
- Resolved participant complaints quickly and efficiently while maintaining high levels of professionalism.
- Demonstrated exceptional service skills by going above and beyond to satisfy participants.
Education
Bachelor of Arts - English (Diversified Liberal Arts)
University of California - Los Angeles
Los Angeles, CA03-1984
Skills
- Telephone Etiquette
- Customer Rapport
- Expertise in Large/Mega and Institutional Plans
- Experience in EAG/Managed Accounts
Timeline
Sr Rep Retirement Registered
Empower Retirement
01.2015 - Current
Registered Rep/Investment Advisor Rep
JP Morgan
04.2006 - 12.2014
Bachelor of Arts - English (Diversified Liberal Arts)
University of California - Los Angeles