JJ Porter
Albuquerque
Summary
Results-driven Securities Operations supporting high-volume advisor transitions, team onboarding, and asset transfers. Recognized for high productivity and efficient task completion. Skilled in operational execution, documentation accuracy, issue resolution, and leveraging technical proficiency to ensure a smooth operational flow. Excel in communication, problem-solving, and teamwork, contributing positively to collaborative environments and achieving organizational goals with precision and reliability.
Overview
6
6
years of professional experience
Work History
Securities Operations Specialist II
Wells Fargo Advisors
Denver
08.2025 - Current
- Supported advisor book transitions and asset movement; personally responsible for $500M+ in migrated client assets.
- Processed new account openings, ACAT transfers, and service requests.
- Prepared, reviewed, and processed documentation supporting account setup and asset transfers to ensure accuracy and completeness.
- Identified and resolved account-opening and transfer issues to reduce delays.
- Partnered with advisors and internal teams in a deadline-driven, high-volume environment; ensured timely follow-through on expectations.
- Trained internal teams on Wells Fargo software "Advisor Gateway" and "Smart Station"
- Completed ongoing securities operations and compliance training to maintain policy and procedure adherence.
Team Lead | Developmental Soccer Coach
TOCA Football
Denver
03.2023 - 09.2025
- Led day-to-day coaching operations while coordinating staff schedules, workflow, and service execution.
- Developed individualized training programs; tracked client progress using data-informed coaching tools.
- Built and maintained long-term client relationships through consistent communication and high-quality service delivery.
- Participated in and led leadership, sales, and operational training initiatives.
Data Entry / Marketing Intern
The Buckner Company
Centennial
03.2023 - 09.2023
- Executed outreach campaigns and data collection using Salesforce and ZoomInfo.
- Organized and reconciled datasets in Excel to support reporting and consolidation.
Operations / Supply Chain Intern
Verdant Technologies
Centennial
09.2022 - 03.2023
- Evaluated operational workflows; contributed to SOP development across operations and finance.
- Improved documentation structure to increase process visibility and consistency.
Event Manager
Local Host
Georgetown
08.2021 - 05.2022
- Managed event operations, technical troubleshooting, and logistics for large-scale events.
- Coordinated with community partners; maintained service uptime and smooth execution.
Assistant Manager
Crumbl Cookies
Georgetown
01.2020 - 07.2021
- Supervised staff, handled cash deposits, and led closing procedures and daily operations.
Education
B.A. - Economics & Business Management
Southwestern University
Georgetown, TXCertificate - Practical Project Management
University of New Mexico - Anderson School of Business
Albuquerque, NMSkills
- Attention to detail
- Problem resolution
- Time management
- Leadership skills
- Process improvement initiatives
- Securities processing
- Compliance adherence
Timeline
Securities Operations Specialist II
Wells Fargo Advisors
08.2025 - Current
Data Entry / Marketing Intern
The Buckner Company
03.2023 - 09.2023
Team Lead | Developmental Soccer Coach
TOCA Football
03.2023 - 09.2025
Operations / Supply Chain Intern
Verdant Technologies
09.2022 - 03.2023
Event Manager
Local Host
08.2021 - 05.2022
Assistant Manager
Crumbl Cookies
01.2020 - 07.2021
B.A. - Economics & Business Management
Southwestern University
Certificate - Practical Project Management
University of New Mexico - Anderson School of Business