Dennis Johnson

Experience

• 

  Bank of America

  Jan 2003 - Jan 2007

  Supervisor

  Managed teams of 12-25 individual contributors in a call center environment. Coached associates on call quality, sales dollars and productivity. Handled escalated calls/situations and effectively negotiated with clients.

• 

  T. Rowe Price

  Jan 2007 - Jun 2015

  Retirement Counselor

  Sales professional using the consultative sales model to effectively sale appropriate solutions to 401k clients with a minimum value of $100k in their accounts. Work toward sales goals while maintaining compliance with federal and state laws associated with retirement savings accounts. Series 6, 7, 63 and 66 licensed.

• 

  Fidelity Investments

  Jun 2015 - Feb 2024

  I work with Intel leaders grade 10+ for guidance on maximizing the benefits offered to them by their employer while also providing them with deeper financial planning and retirement wellness checks. We address savings rates to meet their needs in retirement as well as investment strategies appropriate for their individual situations. Support the Executive Planning Consultant by providing dedicated overall planning and guidance to executives in an assigned workplace plan managed by Fidelity. Assist the executive population in all areas of investing including retirement and non-retirement assets. Host one-on-one meetings as well as assist in group meetings with any updates to the executive benefits including 401k, non-qualified, HSA, stock plans, etc. Worked with workplace clients at Fidelity both active and terminated from employment to provide investment guidance and overall planning for retirement. Helped maximize 401k contributions as well as explore additional opportunities for saving. Managed relationships with Fidelity clients within a book of business with overall dollar values of $250k and above, providing guidance on investments and overall options with an overall goal of retaining assets and consolidating outside assets to Fidelity where appropriate.

  • Benefits and Planning Consultant

    Jun 2020 - Feb 2024

  • Relationship Manager - Executive Services

    Oct 2019 - Jun 2020

  • Workplace Planning Consultant

    May 2018 - Oct 2019

  • Retirement Relationship Manager

    Jun 2015 - May 2018
• 

  Charles Schwab

  Feb 2024 - now

  VP Financial Consultant

  I work with Charles Schwab clients in the Eugene, OR area by providing wealth management and financial planning advice. I advocate on behalf of my clients by listening and discovering what is most important to them, understanding who they are, and then collaborating with a team internal specialists to help clients fulfill their goals and dreams.