Summary
Overview
Work History
Skills
Websites
Timeline
Generic

TONI PERKINS

BIRMINGHAM

Summary

Collaborative and results-oriented retirement specialist with over 15 years of experience. Adept at working cross-functionally to develop strategic investment solutions that support both client needs and team goals. Known for leveraging analytical skills, clear communication, and teamwork to drive portfolio performance, and deliver exceptional service.

Overview

36
36
years of professional experience

Work History

SR. ANNUITY RETIREMENT SPECIALIST

Protective Life
Birmingham
10.2023 - Current
  • Provided retirement customer support through a proactive, client-centric approach, using high-quality service via phone and email.
  • Processed portfolio rebalancing and adjustments. Achieved client satisfaction, reduction in portfolio risk through strategic market analysis, and asset evaluations.
  • Ensured compliance and accuracy in managing account information requests, supporting precise portfolio adjustments in line with regulatory standards.
  • Provided education to improve client understanding of investment strategies, enhancing decision-making, and long-term financial success.
  • Utilized critical thinking to evaluate complex market scenarios, delivering personalized asset allocation solutions aligned with client goals.

ANALYST, INVESTMENT SYSTEMS

BBVA Compass Investments Solution
Birmingham
01.2014 - 01.2022
  • Delivered prompt and effective escalated support to end users, resolving issues swiftly to minimize disruptions and ensure operational continuity.
  • Built a reputation for reliability and excellence in support services.
  • Evaluated and implemented new system functionality, developing training materials and leading sessions to improve user proficiency and adoption rates.
  • Provided expert financial process guidance, advising business partners on system usage and optimization for peak performance and compliance.
  • Facilitated communication between Financial Advisors and brokerage applications, expediting pre-approval processes by delivering critical KYC information.
  • Generated reports and data sets, supporting financial analysis and strategic planning with accurate statistical information.

OPERATIONS SPECIALIST - TRANSFERS

BBVA Compass Investments Solution
Birmingham
01.2006 - 01.2014
  • Functioned as a proactive liaison for trade correction and commission adjustment inquiries, strengthening client relationships and streamlining workflows.
  • Improved transfer process efficiency, reducing processing times and enhancing client satisfaction through coordinated efforts across departments and services.
  • Managed service requests, including funds disbursements and account transfers, ensuring timely and accurate execution in line with protocols.
  • Reviewed and maintained accounts, ensuring compliance with regulatory requirements and internal policies.

PRE-CLOSING SPECIALIST

Regions Mortgage
Birmingham
01.2003 - 01.2005

SENIOR CLIENT MANAGER

Benefits Services Corporation
Atlanta
01.1998 - 01.2002

RETIREMENT SERVICE DISTRIBUTION SPECIALIST

First Data Investors Services Group
Atlanta
01.1996 - 01.1997

SENIOR INVESTMENT SPECIALIST

First Data Investors Services Group
Atlanta
01.1989 - 01.1996

Skills

  • Analytical skills
  • Data analysis
  • Data interpretation
  • Investment strategy development
  • Financial reporting
  • Risk assessment
  • Investor relations
  • Risk mitigation

Timeline

SR. ANNUITY RETIREMENT SPECIALIST

Protective Life
10.2023 - Current

ANALYST, INVESTMENT SYSTEMS

BBVA Compass Investments Solution
01.2014 - 01.2022

OPERATIONS SPECIALIST - TRANSFERS

BBVA Compass Investments Solution
01.2006 - 01.2014

PRE-CLOSING SPECIALIST

Regions Mortgage
01.2003 - 01.2005

SENIOR CLIENT MANAGER

Benefits Services Corporation
01.1998 - 01.2002

RETIREMENT SERVICE DISTRIBUTION SPECIALIST

First Data Investors Services Group
01.1996 - 01.1997

SENIOR INVESTMENT SPECIALIST

First Data Investors Services Group
01.1989 - 01.1996
TONI PERKINS