Customer Service Years Experience

JOHN L GOLLIDAY

Email: abpj5e@r.postjobfree.com

Address:

City: Homewood

State: IL

Zip: 60430

Country: USA

Phone: 708-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

CAREER SUMMARY I am a professional goal oriented college graduate with a degree in economics. With 25 years of people and project management experience, I have proven management, analytical, problem solving and organizational skills. I have 9 years experience in budget and inventory control as well as training and developing new hires. I have a good working knowledge of many software applications and a broad base of financial products. I also have approximately 17 years experience in customer service with both internal and external customers. I am a highly motivated self-starter with the ability to work in a fast pace environment.

Educational Background:

High School Dipolma from Knox College, Galesburg IL 1/2001 to 1/1987 (Economics)

High School Dipolma from, Galesburg IL 1/2001 to 11/2012

Job History / Details:

Summary

CAREER SUMMARY I am a professional goal oriented college graduate with a degree in economics. With 19 years of people and project management experience, I have proven management, analytical, problem solving and organizational skills. I have 9 years experience in budget and inventory control as well as training and developing new hires. I have a good working knowledge of many software applications and a broad base of financial products. I also have approximately 17 years experience in customer service with both internal and external customers. I am a highly motivated self-starter with the ability to work in a fast pace environment.

Highlights

FINRA Series 7 License

NASAA Series 66 License

Analytical

Reliable

Excellent communication skills

People-oriented

Excellent time management skills

Analytical

Experience

April 2007 to 11/12/2012 12:00:00 AM

Ameriprise Financial Service Mokena, Illinois

Financial Advisor

Franchise Owner

Financial Sales and Marketing Provide clients with financial advice and services Develop and maintain client asset accounts Assess and manage protection issues Practice Management Manage staff of five advisors.

September 2003 to March 2007

Ameriprise Financial Service Tinley Park, Illinois

Financial Advisor

Financial Sales and Marketing Provide clients with financial advise and services Develop and maintain client asset accounts Assess and manage protection issues Practice Management Assist management with coaching and training.

February 2001 to August 2002

Illinois Medical District Commission Chicago, Illinois

Fiscal Officer

Assist Chief Fiscal Officer in Budgeting Process Prepare project and cost analysis Maintain invoice vouchers for payment Update and implement inventory control Supervise payroll and timesheet reconciliation Coordinate benefits for local paid employees Update and implement improvements of spreadsheets.

August 1999 to December 2000

LaSalle National Bank Chicago, Illinois

Compliance Analyst

Ensure department standards of reconcilements Implement improvements for reconcilements Measure and produce department quality standards Design spreadsheets to document details of recons Train on processing, procedural or industry practices Coordinate area workflow.

April 1995 to August 1999

AMERICAN NATIONAL BANK Chicago, Illinois

Reconcilement Analyst

Project management Ensure department standards of reconcilements Responsible for reviewing reconcilement reports Implement improvements for reconcilements Head-up work groups to find proactive solutions to prevent exceptions Measure and produce department quality standards Research with the DTC, FED., and Bloomberg systems.

March 1990 to April 1995

AMERICAN NATIONAL BANK Chicago, Illinois

Unit Leader

Assist management with planning, budgeting and client servicing Managed the Audit, Account Services and Reorg units Responsible for all reconcilements for trust and bond operations Responsible for all opening and closing accounts Responsible for stock split, mergers, Spin-off, Name Changes, Liquidations Equity pricing (common stock, bonds and government securities) Facilitate process for clearing exceptions Inventory control Balance and order trust statements Clear exceptions.

January 1989 to February 1990

WALGREEN'S Chicago, Illinois

Assistant Manager

Manage shift Cash and inventory control Responsible for employee training and development.

May 1987 to January 1989

CHICAGO DIVERSIFIED FOODS Chicago, Illinois

General Manager

Responsible for daily operations of entire store Responsible for staff of 25 plus, including 3 other managers Responsible for hiring, firing, training and developing Budget, cash and inventory control.

Education

1987 Knox College Galesburg, Illinois

B.A Economics,

Series 7 & 66

State Life and Health Insurance license

Basset Certified (ABC Bartending School)

Professional Affiliations

Black Alumni Association, president Beta Theta Pi, member ABLE (Minority Assistance Organization) - treasurer Varsity Football and Track - 4 and 3 year letterman

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