BRETT C. GODDARD

**** *. ****** *******, **. **

Denver, CO 80224

303-***-**** http://www.linkedin.com/in/goddardbrettc303 n1q8cu@r.postjobfree.com

PROFILE

Product Support Specialist / Trainer with extensive experience in the financial services field. Served as an effective liaison between the application developers and the user community. Comfortable in a technology-intensive environment. Strong ability to train users to master complex applications with confidence. Adept at identifying new opportunities for revenue streams.

PROFESSIONAL EXPERIENCE

THOMSON REUTERS, formerly LIPPER, Denver, CO 1998 – 2010

Senior Sales Support / Product Support Specialist 2002 – 2010

• Trained users (external as well as internal employees) to operate Lipper products such as LANA, Lipper-IM, Hindsight, eMAXX etc., increasing client productivity and bolstering customer retention.

• Standardized and simplified product training by creating training manuals and class syllabi.

• Helped convert prospective clients into clients by demonstrating Lipper products and suggesting optimum uses of data and applications.

• Visited client sites for user training and to ensure satisfaction with Lipper services as well as seek further sales opportunities.

• Strengthened overall team competence by supervising and mentoring new and junior client service representatives.

• Optimized the user experience by working with product managers and developers to correct bugs and add enhancements to Lipper products.

• Produced and sold custom data reports for clients and media people, adding revenue, increasing timeliness of data delivery, and garnering a higher media profile.

• Populated, edited and maintained Client Services knowledge database enabling other employees to find ready answers to frequently asked questions.

• Coordinated release of new versions of Lipper software and contacted users to verify its installation.

Account Manager / Liaison 2000 – 2002

• Sold Lipper products and services to the mutual fund industry, variable insurance product providers, legal firms, and other financial professionals, increasing sales of lower-revenue products and freeing sales directors to pursue higher-end leads.

• Maintained relationships, ensured client satisfaction with current purchases, and identified new revenue opportunities by periodically contacting and visiting existing clients.

• Allowed sales directors to concentrate on quickly finding new business by handling contracts and creating account reviews.

Client Services Specialist 1999 – 2000

• Served as a first-level resource for clients and non-clients by answering questions about all Lipper products and services and the mutual fund market in general (approx. 100 – 150 calls and emails per week).

• Promoted user awareness by editing client newsletter and creating product and data update calendars.

• Calculated fund performance, expenses, fees, and sales charges, assisting fund companies and other clients with resolving discrepancies.

Fee and Expense Associate 1998 – 1999

• Read and analyzed domestic and offshore mutual fund documents for relevant information and used that data to maintain Lipper’s funds database.

• Assisted Associate Editor with collection, input, and reporting of information for publication in Dow Jones publications.

BRETT C. GODDARD PAGE TWO

CHARLES SCHWAB & CO., INC., San Francisco, CA and Glendale, CO 1997 – 1998

Contract Margins Specialist 1998

• Protected institutional clients’ investments by contacting financial advisors to inform them of their clients’ debit balances, margin calls, and Fed calls.

• Assisted Schwab traders in detecting and resolving trading errors and short positions and notified advisors of the need to buy-in or sell-out clients’ positions thus preventing SEC violations.

Contract Operations Specialist 1997 – 1998

• Guaranteed safety of Limited partnerships by taking secure custody of LP and LLP certificates and expedited transfer confirmations and minimized rejections by processing transfer of account documents.

• Answered Limited Partnership questions from customers, Schwab representatives, and financial advisors, furthering knowledge of a specialized financial market segment.

MILLER FREEMAN PUBLICATIONS, San Francisco, CA 1997

Contract Sales-Editorial Liaison

• Developed sales leads for a multimedia magazine, obtained product listing information for forestry and technology buyers’ guides, and conducted phone surveys of trade show participants, increasing content and sharpening editorial focus.

NEW HORIZONS COMPUTER LEARNING CENTER, Denver, CO 1996

Operations Facilitator-Registrar

• Facilitated daily operation and repair of all computer equipment, loaded software for the entire catalog of New Horizons learning courses, and coordinated classroom rentals and set up hardware / software for outside instructors.

CITICORP DINERS CLUB, Englewood, CO 1993 – 1996

Point of Sale Specialist 1995 – 1996

• Worked with banks and national credit card processors to set up charge card terminals and establish electronic funds transfer relationships, then helped merchants program electronic terminals, enabling automated charge card processing and prompt payment.

• Helped sales people convince merchants to accept Diners Club cards and made after-sale service calls, gaining greater merchant acceptance in 7 western U.S. states.

Customer Service Representative 1993 – 1995

• Answered customer questions, responded to complaints, and took merchant product resupply orders on 800 line (approx. 80 - 100 calls per day) and maintained and updated customer files.

• Assisted fraud, research, and credit departments with their investigations to recapture monetary losses.

• Increased new employees’ knowledge and productivity by conducting training seminars and “side-by-side” training programs.

EDUCATION

BA, International Business, San Diego State University, San Diego, CA

CERTIFICATION

Certified Mutual Fund Specialist, National Investment Company Service Association

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