Leahann Jones
Massapequa,NY
Summary
Proven leader with extensive experience at Cetera Financial Group, adept in customer service and Microsoft Excel. Excelled in enhancing advisor training programs and streamlining operational processes, significantly improving engagement and efficiency. Skilled in problem-solving and fostering positive relationships, consistently delivering results beyond expectations.
Overview
22
22
years of professional experience
Work History
Advisor Trainer
Cetera Financial Group
San Diego, USA
01.2023 - Current
- Become a subject matter expert on all aspects of the Cetera field technology platform and associated business processes
- Deliver virtual and in-person instructor-led training events such as webinars, breakout sessions, and workshops
- Provide one-to-one and small group coaching to financial professionals and assistants on the technology platform and other business processes
- Present technology demonstrations for recruits and other interested parties
- Facilitate live virtual forums and discussions
- Proactively solicit feedback on training and support needs from members of the field organization
- Interpret, prioritize, and evaluate incoming questions from users
- Provide timely, accurate responses to inbound and escalated service calls, chats, and emails related to usage of the technology platform applications
- Convey technical information in non-technical terms and clearly present complex information to a variety of audiences
- Assist in the development of training collateral including presentations, job aids, and other resources
Complex Case Manager
Cetera Financial Group
San Diego, USA
01.2023 - 11.2023
- Function as a liaison between Advisors and multiple different departments including brokerage operations, commission accounting, licensing, etc
- Provide support and navigation through all various systems
- Takes ownership of a request from start to finish
- Maintain Client records using Salesforce
- Identify and submit continuous improvement opportunities
- Provide Tier 1 high quality customer service to advisors and their office
Store Manager
Mattress Firm
La Jolla, USA
11.2020 - 01.2023
- Maintained customer relationships during and after the purchase process
- Ensured store execution of product merchandising, marketing, and POP standards
- Ensured company policies, including appearance and functionality standards, and state regulations were followed
- Created an environment where customers were always at the center and had an exceptional experience
- Created staff schedules to drive store goals and store profitability
- Promoted relationships of trust and respect with clients
- Managed, trained, and coached store employees in sales, product knowledge and operating activities, providing constructive feedback, annual performance reviews and individual development plans
Executive Assistant/ Operations Manager
Manhattan Ridge Advisors/ Kirsh Financial Services
Manhattan, USA
02.2018 - 03.2020
- Coordinated daily calendars of multiple executives
- Planned travel and other related expenses to achieve essential organizational goals
- Promoted relationships of trust and respect with clients
- Managed monetary movement between client accounts
- Maintained building relationships with clients and wholesalers
Executive Assistant
Vanderbilt Financial Group
Woodbury, USA
06.2017 - 01.2018
- Effectively organized meetings, appointments, and schedules for multiple executives
- Conducted meetings between executives and clients that achieved positive results
- Ensured all expenditures were in the best interest of the organization
Operations Manager
UFC Gym
Farmingdale, USA
01.2017 - 06.2017
- Registered prospective members and directed them to the membership department
- Addressed members' concerns or directed them to the appropriate individual for assistance
- Promote a healthy work environment among all employees and customers
- Oversaw multiple HR, administrative, and payments processes
- Maintained relationships with third party vendors and their associated budget
Various Roles, Account Transfer specialist, Client Service Manager, Advisory Fee billing Specialist
First Allied Securities, Inc.
San Diego, USA
04.2003 - 01.2016
- Supported the Corporate Advisory program by working seamlessly with others to provide immaculate financial advice
- Operated as a liaison between financial advisors, brokers, dealers, and third-party vendors
- Escalated financial issues to leaders across multiple channels to make sure all issues are resolved in a timely manner
- Process ACATS and other various money movement requests
- Managed inbound and outbound calls
Education
EMT school -
EMSTA
06.2020
High School Diploma -
Prince Rupert Senior Secondary School
05.1998
Skills
- Customer Service
- Problem Solving
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Teams
- Detail Oriented
- Positive attitude
- Time management
Timeline
Advisor Trainer
Cetera Financial Group
01.2023 - Current
Complex Case Manager
Cetera Financial Group
01.2023 - 11.2023
Store Manager
Mattress Firm
11.2020 - 01.2023
Executive Assistant/ Operations Manager
Manhattan Ridge Advisors/ Kirsh Financial Services
02.2018 - 03.2020
Executive Assistant
Vanderbilt Financial Group
06.2017 - 01.2018
Operations Manager
UFC Gym
01.2017 - 06.2017
Various Roles, Account Transfer specialist, Client Service Manager, Advisory Fee billing Specialist
First Allied Securities, Inc.
04.2003 - 01.2016
EMT school -
EMSTA
High School Diploma -
Prince Rupert Senior Secondary School
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