Jennifer Kunesh
Brunswick,OH
Summary
Dedicated business professional and manager with 19 years of experience in the financial industry. Collaborative and driven with clear focus on team performance, putting clients first and supporting team needs.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Registered Virtual Branch Consultant
Raymond James
St. Petersburg, FL
10.2023 - Current
- Assisting 3 teams of Financial Advisors with day to day tasks and projects
- Providing a high level of customer service to Advisors and Clients
- Provide Ongoing Raymond James and Industry training to Advisors and Associates
- Collaborating with Admin Ext Team to find solutions for problems
- Back up coverage to other Admin Ext teammates
AMP - Financial Advisor
Raymond James
Medina, OH
01.2022 - 10.2023
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Promoted business to increase customer base and grow revenue.
- Client segmentation
- Compliance alerts
- Review of orphan funds
- Money line report to find opportunities to invest
Business Operations Manager
Ta-Check Financial
Strongsville, OH
12.2019 - 01.2022
- Assisting Financial Advisors, Staff Associates and clients with high level customer service.
- Assist with practice Mergers & Acquisitions.
- Review annual business goals for Financial Advisors.
Complex Administrative Manager
Raymond James
Cleveland, OH
12.2017 - 12.2019
- Performed ongoing development, supervision and performance management for 18 direct reports.
- Responsible for overall supervision of 4 RJA and 2 RJAS within the Cleveland Complex, including annual compliance audits.
- Monitoring of branch P&L and finding ways to reduce unnecessary cost, especially with the increase of new technology provided.
- Assisting Financial Advisors, Staff Associates and clients with high level customer service.
- Lead point contact for two RJ Transitions in the same branch in the same year.
- Monthly newsletter and staff meetings to share information and collaborate ideas.
- Assisted the Complex Manager with day to day management of the complex.
Senior Registered Sales Assistant
Raymond James
Medina, OH
09.2008 - 12.2019
- Provide a high level of customer service to clients.
- Assisted the Financial Advisor in daily needs for client meetings.
- Client segmentation annually to identify possible areas of growth.
- Assisted with marketing campaigns to build client loyalty.
- Provided assistance with RJ Transitions in the branch.
Complex Operations Manager
Raymond James
Cleveland, OH
07.2014 - 12.2017
- Performed ongoing development, supervision and performance management for 3 direct reports.
- Responsible for annual compliance and day to day compliance operations for the branch.
- Assisted with 6 local and out of state RJ Transitions.
- Provided a high level of service to Financial Advisors, Staff Associates and clients.
- Assisted Complex Manager and Complex Admin manager in day to day management of the complex.
Branch Operations Manager
Raymond James
Medina, OH
10.2012 - 07.2014
- Performed ongoing development, supervision and performance management for 3 direct reports.
- Responsible for annual compliance and day to day compliance operations for the branch.
- Assisted with RJ Transition in the branch.
- Assisted Branch Manager in day to day management of the branch.
Registered Sales Associate
Wachovia Securities
Medina, OH
01.2008 - 09.2008
Registered Sales Associate
A.G. Edwards & Sons
Medina, OH
10.2004 - 01.2008
Education
Associate of Science - E-Business Technology
Cuyahoga Community College
Cleveland, OH05.2004
Skills
- Client relationships
- Working collaboratively
- Training & Development
- Business Strategy Development
- Organizational skills
- Supervision
- Policies and procedures implementation
- Employee Management
Certification
- FINRA Series 7
- FINRA Series 9
- FINRA Series 10
- FINRA Series 66
- AAMS®️
Timeline
Senior Registered Virtual Branch Consultant
Raymond James
10.2023 - Current
AMP - Financial Advisor
Raymond James
01.2022 - 10.2023
Business Operations Manager
Ta-Check Financial
12.2019 - 01.2022
Complex Administrative Manager
Raymond James
12.2017 - 12.2019
Complex Operations Manager
Raymond James
07.2014 - 12.2017
Branch Operations Manager
Raymond James
10.2012 - 07.2014
Senior Registered Sales Assistant
Raymond James
09.2008 - 12.2019
Registered Sales Associate
Wachovia Securities
01.2008 - 09.2008
Registered Sales Associate
A.G. Edwards & Sons
10.2004 - 01.2008
Associate of Science - E-Business Technology
Cuyahoga Community College
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