Jonathan Jones
Aurora,CO
Summary
Dedicated professional prepared to bring extensive expertise and results-oriented approach to Specialist role. Known for effectively managing tasks and supporting organizational goals through collaborative efforts and adaptive strategies. Recognized for excellent communication and analytical skills, ensuring seamless operations and consistent outcomes.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Lifetime Income Specialist
TIAA
Denver, CO
01.2024 - Current
- End-to-End processing group that facilitates initiation and completion of Lifetime Income Annuity requests for clients.
- Work directly with the RICs (Retirement Income Consultants) to review annuity recommendations, making sure they are in compliance with rules and regulations.
- Review of Institutional Plan Rules to make sure recommendations are eligible.
Money Movement Specialist
TIAA
Denver, CO
01.2018 - 01.2024
- End-to-End processing group that facilitates transfers/rollovers into TIAA. Emphasis on working with high-net-worth clients and WMA/Advisory Teams.
- Part of the original Lifetime Income Annuity Project (LAP). Completed and excelled in the exact work needed for the MMS Lifetime Income Specialist job.
- Superior to Solid performance rating on every year-end review.
Financial Services Consultant
TIAA
Denver, CO
01.2015 - 01.2018
- Selected to be part of the specialized Wealth-Inbound consultant team. Specializing in high-net-worth clients or clients with WMAs.
- Specialized in Retirement Income calls with high-net-worth clients, who are approaching retirement years.
- Superior to Solid performance rating on every year-end review. Also, high performer with dollars brought into the company by lead referrals.
CYSOI: Correctional Youth Security Officer I
State of Colorado: DHS-DYC
Englewood/Greeley, CO
01.2006 - 01.2015
- Facilitate cognitive and behavior management treatment groups.
- Process new admissions, new commits, and court remands into the facility and computer systems.
- Draft and sign bonding documents.
Education
B.S. - Criminal Justice, Sociology
University of Northern Colorado
Greeley, CO01.2005
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Organizational skills
- Quality assurance
- Management collaboration
- Advanced communication
- Team collaboration
- Compliance monitoring
- Process optimization
- Operational enhancement
Certification
- Series 7 License
- Series 6 License
- Series 63
- SIE
Timeline
Lifetime Income Specialist
TIAA
01.2024 - Current
Money Movement Specialist
TIAA
01.2018 - 01.2024
Financial Services Consultant
TIAA
01.2015 - 01.2018
CYSOI: Correctional Youth Security Officer I
State of Colorado: DHS-DYC
01.2006 - 01.2015
B.S. - Criminal Justice, Sociology
University of Northern Colorado