Dyllan Sourk

Experience

• 

  Boston Financial Data Services

  Apr 2010 - Jan 2013

  Mutual Funds Representative

  Acquired basic and advanced Finance knowledgeCommunicated with team membersAdded procedures to knowledge management softwareProcessed multi-million dollar mutual fund purchases in a professional manner.Trained AssociatesProvided Risk Assurance for Journal Review TeamQuality checked and fixed associate processing errors

• 

  JPMorgan Chase

  Jan 2013 - Jun 2014

  Asset Retirement Education Specialist

  Educated participants and provided tools to reach retirement goalsPerformed investment transfers and account maintenance on 401k, pension, and non-qualified retirement plansAssisted with new hire training as designated mentorLearned about many facets of the organization by meeting with senior leadership as part of Analyst Training Program

• 

  Empower Retirement

  Jun 2014 - now

  Series 26 licensed principal.Manage team of 15-20 retirement representatives. Had monthly 1 on 1 performance meetings to review staff, give feedback, and develop goalsOrchestrated 3 weekly meetings for team of ~24 Retirement Education SpecialistsInterviewed and evaluated potential candidates, then assisted with on boarding processResponsible for handling and responding to complex and escalated situations with clients/participantsCoach, mentor, and cross-train new employeesEdit procedures to ensure compliance with FINRA/SEC and legal regulations

  • Senior Client Service Manager- Nonqualified Benefits

    Nov 2018 - now

  • Manager

    Mar 2016 - Oct 2018

  • Team Coordinator

    Jun 2014 - Mar 2016