Jarrett Sullivan

Experience

• 

  TD

  May 2004 - May 2006

  Financial Analyst

  • Processed monthly principal and interest payments for Corporate Trust division and generated payments to custodial Client accounts. • Identify and reconciled errors in Client data to ensure accurate business requirements were met.• Created weekly finance reports and presented the results to management tracking performance of revenue and expenses to budgeted forecasts.

• 

  Amundi Pioneer

  May 2006 - Apr 2016

  Vice President of Operations

  • Led a team of 4 responsible for back office and middle office trade processing activities, handling trade initiation through settlement for an investment firm managing $30 billion in tradable assets.• Collaborated with the business systems engineer to design and implement an automated platform for trade processing. This platform reconciled FX, managed daily futures and options positions, and oversaw collateral activities.• Introduced multiple operational trade processing systems and enhancements using SQL and SAS, improving efficiency and accuracy in trade operations.• Oversaw corporate action, proxy vote, and class action activities for both domestic and international portfolios, ensuring compliance and accurate execution. Show less

• 

  Investors Title Company and Affiliates

  May 2016 - Jun 2020

  Assistant Vice President of Operations

  • Managed sales and business operations for 12 insurance agencies across 4 states, overseeing 12 direct reports and approximately 75 employees. Agency revenues ranged from $1.2MM to $5MM annually.• Formulated business strategies and led relationship management initiatives for each agency, fostering growth in agency owners/partnerships, expanding into new markets, and enhancing existing relationships to optimize returns.• Successfully directed a significant software release project involving comprehensive system design, workflow and process development, training, collaborative efforts, and seamless implementation.• Achieved a remarkable reduction in annual turnover rates, decreasing from 35% to 5% in 2017 and maintaining low turnover in subsequent years for both employees and managed agencies.• Responsible for all aspects of operations, including revenue budgeting, annual reporting, and performance reporting for agencies under management. Show less

• 

  Credible

  Feb 2021 - Dec 2022

  Mortgage Operations Manager

  • Developed operational processes by creating centralized SOPs and job aids for the entire mortgage department, mapping workflows, developing training materials for new and existing staff, and automating external communications with Salesforce email/SMS templates and system-generated notifications.• Hired and directly managed team leads and managers for mortgage operations teams. Under my leadership, the teams have surpassed departmental production and quality OKR’s, fostered transparency and collaboration, and promoted multiple employees into leadership positions through hiring, training, and development.• Salesforce Administrator: Flows builder, Data Wizard to import leads, contacts and data, email/SMS Campaigns, Sandbox QA/release testing, Deduplication tools to scrub data, user profiles and permissions, adding custom fields to objects, creating objects, and API integrations.• Regularly collaborate with Engineering, IT, Product, and Development teams on operational improvements, bug fixes, hot fixes, and weekly product releases.• Proficient in generating comprehensive Salesforce and Looker reports and dashboards for operations, sales, and marketing teams. Empower managers and employees with tools for production monitoring, metrics analysis, forecasting, exception management, data analysis, and workflow visibility. Show less

• 

  Quartz Transport

  Jan 2023 - now

  General Manager

  • First employee responsible for establishing, expanding, and scaling new business across multiple locations. Projected revenue of $1.8 million for our first full fiscal year in 2024.• Engineered and implemented Salesforce sales pipeline management and operational processes, utilizing automation, flows, and forms to enhance business organization and efficiency.• Spearheaded business development initiatives, cultivating strategic partnerships with home sales centers, community developers, non-profit organizations, and manufacturers across the Southeast.• Recruited, hired, and built teams of construction, sales, managerial, and administrative employees from scratch using unconventional methods, including government programs and local non-profit organizations.• Developed streamlined end-to-end sales and operational processes. Show less