John Kalinowski
St Louis,MO
Summary
Financial Services Industry Professional possessing more than 24 years operations experience working within multiple brokerage operations departments, mitigating risk, performing due diligence, leading projects, overseeing complex and time-sensitive processes in a fast-paced environment.
Overview
11
11
years of professional experience
Work History
Senior Securities Operations Representative
Wells Fargo Advisors - Voluntary Corporate Actions
St. Louis, MO
07.2020 - Current
- Notify brokers of advantageous reorganization events saving clients more than $3.85 million in 2021.
- Have established processing procedures for Special Purchase Acquisition Companies (SPAC).
- Have developed training documentation to assist associates with Cisco Jabber phone system.
- Lead test associate for commonly utilized department and team applications.
- Research/set-up/process tenders, puts, conversions, rights, warrants and SPACs with detail and accuracy.
- Review and assess ongoing operations, developing initiatives for continuous process improvement.
- Remain current on Financial Industry market news, compliance updates, and firm training programs.
Securities Operations Specialist III
Wells Fargo Advisors - Voluntary Corporate Actions
St. Louis, MO
04.2013 - 07.2020
- Provided outstanding service/support for multiple Wells Fargo Company business channels.
- Managed 25-50 customer calls per day.
- Professionally resolved Corporate Action payment and activity inquiries.
- Assisted department in meeting targeted service levels, exceeding personal productivity goals.
- Ensured escalations were handled timely and within departmental requirements.
- Created correspondence utilizing multiple firm communication systems.
- Proactively recognized potential client impacts and service issues.
Dividend Support Specialist
Wells Fargo Advisors - Corporate Actions Dividends
St. Louis, MO
05.2011 - 04.2013
- Subject Matter Expert (SME) regarding Estimated Monthly Income set-up and reporting.
- Provided primary customer support to internal customers in fast-paced environment.
- Documented and detailed calls and complaints using call center's CRM database.
- Managed 25-50 internal customer calls per day.
- Researched and resolved dividend related general questions from Financial Advisors.
Education
Master of Arts - Organizational Leadership
Saint Mary's University of Minnesota
Minneapolis, MN12.2015
Bachelor of Science - Public Administration
University of Missouri-St. Louis
St. Louis, MO05.1992
Skills
- Exhibits leadership ability
- Displays high integrity/honesty
- Solves problems/analyzes issues
- Critical thinker
- Collaboration/teamwork
- Relationship builder
- Decision-making ability
- Communicates powerfully
- Practices self-development
- Customer service-oriented
- Independent/self-starter
- Strategic/broad perspective
- Champions/supports change
- Strong work ethic
- Microsoft Windows knowledge
- Microsoft Word, Excel, PowerPoint proficient
Employer History
- Wells Fargo Advisors (2008-Present)
- Wachovia Securities (2007-2008)
- A.G. Edwards & Sons, Inc. (1998-2007)
- Walgreen Company (1993-1998)
- University of Missouri-St. Louis (1986-1992)
- Venture Stores, Inc. (1984-1986, 1991-1993)
Affiliations
- The National Society of Leadership and Success, Sigma Alpha Pi.
- Saint Mary's University of Minnesota Alumni Association.
- University of Missouri-St. Louis Alumni Association.
- A.G. Edwards Alumni Association.
- Princeton Heights Neighborhood Association.
- Wells Fargo Diverse Abilities Team Member Network.
- Wells Fargo My Generation Team Member Network.
Accomplishments
- Excellence First Client Service Award, Wells Fargo Advisors.
- Premiere Advisor Service Award, Wells Fargo Advisors.
- Team Member of the Month Award, Wells Fargo Advisors.
- Corporate Actions Star Award, Wells Fargo Advisors.
- Operations Certification, A.G. Edwards.
References
- Furnished Upon Request.
Timeline
Senior Securities Operations Representative
Wells Fargo Advisors - Voluntary Corporate Actions
07.2020 - Current
Securities Operations Specialist III
Wells Fargo Advisors - Voluntary Corporate Actions
04.2013 - 07.2020
Dividend Support Specialist
Wells Fargo Advisors - Corporate Actions Dividends
05.2011 - 04.2013
Master of Arts - Organizational Leadership
Saint Mary's University of Minnesota
Bachelor of Science - Public Administration
University of Missouri-St. Louis
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