Data Entry Technology Consultant

Anthony Gagnon, MBA

Lenexa, KS Linkedin.com/in/TonyGagnon 785-***-**** **************@*****.***

Experienced Financial Services leader with extensive Business and Technology Background; Focused on growing and enabling successful financial advisor professionals

Notable Achievements:

●Built successful teams and processes, that led to customer acquisition and desired outcome achievement

●Increased organizational income by 10-12% by designing and implementing a new investment strategy

●Started, managed, and sold an internet service provider operation with more than 20,000 customers

●Developed a content management system and grew the business to serve over 500 clients, nationally

●Successfully spearheaded the transition from paperwork to a digital system, enabling seamless document review and processing from anywhere in the world

WORK EXPERIENCE

Pottberg, Gassman & Hoffman Manhattan, KS

Special Projects Manager 09/2017 – Present

●Created and executed strategies for taxes, retirement and financial planning, insurance, investments, and risk management for strategic clients

●Educated and trained financial advisors on the use of new software and technology to support clients

●Provided ongoing support to financial professionals to ensure they had the resources and tools necessary to succeed in their roles

●Led efforts to streamline tax document collection and data entry, resulting in more efficient workflows and enhanced client experience

●Moved firm software to the cloud and implemented procedures that allowed staff to work from anywhere, increasing productivity and collaboration within the team

Gagnon Partners, LP Manhattan, KS

President & Co-founder 09/2008 – 09/2017

●Developed an investment strategy that aligned with the partnership’s goals; resulting in increased profitability

●Increased partnership income by 10-12% through the design and implementation of a new system

●Conducted regular training sessions to ensure staff were up-to-date on industry trends and best practices

●Converted records and workflows to a paperless system, enabling faster document review and processing from anywhere with an internet connection.

Civic Plus Manhattan, KS

President & Co-founder 01/2000 - 09/2008

●Built a website development operation, growing to serve a national customer list of over 500 clients

●Drove sales, software development, and client services to serve national markets from a central location

●Designed, coded, implemented, and supported a database-driven system allowing virtually any graphic design to be utilized in the product

●Created a content management system that supported hundreds of clients using Microsoft Active Server Pages and the Microsoft SQL Server database

The Phone Connection of Kansas Manhattan, KS

Co-Owner 02/2004 – 12/2007

●Stabilized and re-organized a struggling telephone equipment sales and service organization to profitability through the implementation of a computerized system to run the business

●Grew, trained, and built successful teams; allowing for organizational excellence to be achieved

●Developed and implemented software interfaces to quickly move information between the line of business application and the existing accounting system

NetworksPlus.Net Manhattan, KS

President & Co-founder 01/1996 – 07/1999

●Led an internet service provider operation that accumulated more than 20,000 customers in and around the Topeka and Manhattan, Kansas markets

●Developed and hired staff to support accounting and billing as business grew from no customers to 20,000 and from manual tracking of customers to an advanced software product

●Implemented a software system to manage user access and perform billing for all customers

●Sold the ISP operation to a larger operator for a substantial profit

Networks Plus Manhattan, KS

President & Co-founder 09/1994 – 08/2008

●Started the company with one partner and modest private financing, growing to become the dominant computer and networking solutions provider in its markets

●Created operational policies and scalable processes that were repeatable across the workforce

●Designed and implemented business solutions using software technologies

●Developed custom software solutions ranging from databases and applications to larger systems

Kennedy and Coe, LLC Salina, KS

Information Technology Consultant 01/1991 - 09/1994

●Consulted with clients of a regional accounting firm, providing a full spectrum of professional services

●Facilitated and successfully drove initiatives that led to additional consulting engagements, product developments, as well as managed services agreements

●Trained new staff on best practices and how to grow their customer base and personal brand

EDUCATION

Kansas State University Manhattan, Kansas

Master of Business Administration (MBA) Graduated

Kansas State University Manhattan, Kansas

Bachelor of Science in Electrical Engineering Graduated

LICENSES/CERTIFICATIONS

Investment Advisor Representative (Series 65 Exam) 2021-

Licensed in the state of Kansas

General Securities Representative (Series 7 Exam) 2021-

Licensed in the state of Kansas

Life and Health Insurance License 2022-

Licensed in the state of Kansas

SKILLS

Financial Planning Investment Strategy Insurance Risk Mitigation Client Services Training Team Building Operations Portfolio Analysis Software Implementation Microsoft Office (Excel, PowerPoint, Word) Project Management Financial Services Profitability Analysis Information Systems Support

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