Jason Berghold
Lancaster,NY
Summary
Innovative professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Senior Advisor Training Specialist
Cetera Financial Group
06.2019 - Current
- Lead trainer for the Tax and Accounting Channel
- Training lead and liaison for the Avantax acquisition
- Facilitate webinars for admins, advisors, and teams around our technology and how to use it more efficiently
- Work with the growth teams to help their advisors become familiar with different systems and tools that can help drive growth
- Organize and run both onsite and virtual trainings for advisors, offices, growth teams, and prospective advisors (HOV’s, One on One, P2P, Tech Demos, Events, and Webinars)
- Facilitate In office concierge visits for top tier advisor teams in order to get them up to speed on our tools and technologies to make their business run more efficiently.
- Onboard new teams and advisors
- SME for Portfolio Access, Growth360, and MyRepChat
- Conduct train the trainer sessions for the training team to get them familiar with different tools and training webinars to implement.
- Collaborated with cross-functional teams to streamline operational processes, communication, enhancing efficiency and promoting growth within the channel.
Regional Training Specialist
Foresters Financial Corporation
07.2017 - 07.2019
- On-Board and train all new hire representatives on products, sales techniques, role play, and database systems.
- Serve as subject matter expert on the firm's suite of applications, tools, and technologies with a focus on efficiency and maximum utilization, not simply point-and-click instruction.
- Have weekly one on one meetings with representatives of all experience levels to discuss their business practice and to address any needs or issues that arise.
- Work as a member of the Buffalo management team that brainstorms ideas and strategies to help increase sales, marketing, and production among representatives in the office.
- Responsible for training representatives across ten branches in the North Central region.
- Organize and facilitate training on New Rep Development and CRM platform for North Central branches via webinar, conference calls, and face to face.
- Resolve representative and management problems in a timely manner and communicate with my team of regional office trainers to help promote consistency within the company.
- Prepare and deliver clear, effective, and professional presentations
Business Development Manager
Evans Bank
03.2017 - 07.2017
- Responsible for managing a team of 7 direct employees. Proactively seek new business clients to help increase branch profitability, while maintaining, servicing, and deepening existing business relationships.
- Develop branch staff through observational coaching sessions, training, joint sales calls and developing/utilizing individual professional growth plans.
- Responsible for the staffing of the branch including recruiting/identifying talent, interviewing and selecting the branch team.
Branch Manager
KeyBank
03.2011 - 03.2017
- Responsible for managing a team of 6 direct employees. Proactively seek new business clients to help increase branch profitability, while maintaining, servicing, and deepening existing business relationships.
- Responsible for the staffing of the branch including recruiting/identifying talent and interviewing and selecting the branch team.
- Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls.
- Develop branch staff through coaching sessions, training, joint sales calls and developing/utilizing individual professional growth plans.
- Ranked #1 in branch growth for all of Western New York Area in 2016.
Education
MBA - Business
Medaille College
Buffalo05-2008
Bachelor of Arts - Economics
Hobart College
Geneva05-2005
Skills
- Organizational development
- Relationship building and management
- Data analytics
- Training facilitation
- Presentations and public speaking
- Training and mentoring
- Group facilitation
- Product knowledge
Certification
Series 6, 63, SIE , and Life
Timeline
Senior Advisor Training Specialist
Cetera Financial Group
06.2019 - Current
Regional Training Specialist
Foresters Financial Corporation
07.2017 - 07.2019
Business Development Manager
Evans Bank
03.2017 - 07.2017
Branch Manager
KeyBank
03.2011 - 03.2017
MBA - Business
Medaille College
Bachelor of Arts - Economics
Hobart College