JON C. RUSSELL
Phoenix,AZ
Summary
Highly organized strategic planner and critical thinker with exceptional problem solving and organizational skills. Well-qualified research professional proficient in handling complex customer issues and promoting positive experiences. Efficiency-driven and organized with team-oriented mentality and dedication to customer satisfaction and business goals. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
26
26
years of professional experience
Work History
RELATIONSHIP SPECIALIST
CHARLES SCHWAB
04.2021 - Current
- Served as Estate Services Hotline before transitioning to Relationship specialist role
- Assisting new and existing clients with beneficiary transfers
- Demonstrates emotional intelligence to meet clients and inheritors needs during a challenging life events
- Independently engaging clients to resolve issues that relate to trust, estates, and other complex issues
- Proactively identifying and navigating clients to appropriate services and solutions to retain asset retention and consolidation.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Communicated with customers to assess and address individual needs, providing timely and quality support
- Collaborated with cross-functional invisible team during integration second wave of TDA AMERITRADE estate accounts
- Participate on bi-weekly meeting with Change Development team to develop solutions and provided real-life feedback for new digital resources being integrated into daily workflow activities.
CLIENT RELATIONSHIP ASSOCIATE
THE VANGUARD GROUP
03.2016 - 08.2020
- Client facing position assisting clients with change-of-life requirements and due-to-death situations including beneficiary transfers from retirement and non-retirement account as well as transfers to estates and trusts
- Experience includes processing purchase, sell and exchange orders
- Back-office processing of client requests including opening new accounts and transferring assets
- Served as LEAN Problem-Solving champion.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
OWNER/PRESIDENT
ELEMENTS OF FITNESS
01.2013 - 06.2015
- Fitness studio specializing in Functional Movement methodologies
- Managed budgets, payroll, finances, and daily operations of the facility.
- Managed day-to-day business operations.
- Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
ADJUNCT PROFESSOR
SALTER COLLEGE
01.2012 - 01.2013
- Taught undergraduate courses including Developmental Math, Algebra, Environmental Science and Business Law
- Received best new instructor at Salter College in 2012.
EASTERN CONNECTICUT STATE UNIVERSITY
01.2010 - 01.2013
- Taught undergraduate course titled “Sustainable Energy and the Environment.” Collaborate with colleagues in curriculum development, planned lectures, and incorporate online learning systems.
MANAGING PARTNER
RECYCLED MATERIALS RECOVERY TECHNOLOGIES, LLC
01.2009 - 01.2010
- RMR was a start-up corporation for the commercialization of new technology for the recovery of petroleum distillates, activated charcoal and other products from the recycling of scrap tires
- Managed multiple strategic directions of the Corporation, including regulatory compliance, project development, compliance with regulatory requirements and building valued relationships with local governments, Public Utility Commissions, industry organizations and non-governmental agencies
- Spearheaded $5 million grant development for the construction of an alternative energy project; coordinated team development by recruiting product manufacturers, contract engineers, and specialists
- Presented site development and facility plans to local and state officials and organizations.
VICE PRESIDENT – LEGAL AND OPERATIONS
NEUWING ENERGY VENTURES, LLC
01.2007 - 01.2009
- Neuwing Energy was a start-up company that traded renewable energy credits; energy efficiency credits and quantifying energy efficiency and carbon emission reductions
- Advocated for state energy efficiency programs using market-based mechanisms
- Specializing in measurement and verification plans for data center reductions and combined heat and power
- Served as corporate expert on renewable and alternative energy regulations and climate change developments, identify proposed regulation and develop corporate strategy
- Analyzed, summarized and advised partners/executive management on all state, federal and international GHG, energy efficiency and renewable energy portfolios regulations
- Created first-of-its-kind methodologies for quantifying energy efficiency reductions within data centers, resulting in marketable energy efficiency and carbon credits.
ENVIRONMENTAL MANAGER
NORTHEAST UTILITIES SERVICE COMPANY
01.1998 - 01.2007
- Northeast Utilities operates New England’s largest energy delivery system serving more than 2 million electricity and natural gas customers in Connecticut, Massachusetts and New Hampshire
- Managed regulatory strategy, compliance and waste management units ensuring regulatory compliance
- Successfully drafted legislation qualifying corporate hydroelectric assets as renewable energy resources resulting in over $100,000 per year in new revenue
- Executed lobbying efforts regarding proposed rules saving over $200,000 annually in avoided costs
- Served as company spokesperson, providing testimony to agency and legislative committees
Education
J.D. - ENVIRONMENTAL LAW AND POLICY
VERMONT LAW SCHOOL
BACHELOR OF SCIENCE - CHEMISTRY
UNION COLLEGE
Skills
- Problem-Solving/Investigative
- Research and Analysis
- Client Service and Satisfaction
- Time Management
- Adaptive Team Player
- Critical Thinking
- Active Listening
- Problem-Solving Ability
- Project Management Abilities
- Conflict Resolution
Timeline
RELATIONSHIP SPECIALIST
CHARLES SCHWAB
04.2021 - Current
CLIENT RELATIONSHIP ASSOCIATE
THE VANGUARD GROUP
03.2016 - 08.2020
OWNER/PRESIDENT
ELEMENTS OF FITNESS
01.2013 - 06.2015
ADJUNCT PROFESSOR
SALTER COLLEGE
01.2012 - 01.2013
EASTERN CONNECTICUT STATE UNIVERSITY
01.2010 - 01.2013
MANAGING PARTNER
RECYCLED MATERIALS RECOVERY TECHNOLOGIES, LLC
01.2009 - 01.2010
VICE PRESIDENT – LEGAL AND OPERATIONS
NEUWING ENERGY VENTURES, LLC
01.2007 - 01.2009
ENVIRONMENTAL MANAGER
NORTHEAST UTILITIES SERVICE COMPANY
01.1998 - 01.2007
J.D. - ENVIRONMENTAL LAW AND POLICY
VERMONT LAW SCHOOL
BACHELOR OF SCIENCE - CHEMISTRY
UNION COLLEGE
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