Kearney High School

Nebraska Wesleyan University

Tecnológico de Monterrey

Manager, Product Management/Marketing

Carlsbad, California, United States

Content design and natural language modeling for a conversational AI. Development of relevant key performance indicators and data reports. Total ownership as content manager and product ambassador.
Successes:
Implemented a conversational AI virtual assistant for associates and clients that has answered over 182,000 inquiries since April 2019.
Co-created all policies and procedures for the drafting, implementation, and maintenance of content.

TD Ameritrade Institutional

An automotive internet site that I'm attempting to start.

Apogee, LLC

Managing Member

- Design and implement sales process
- Identify ideal client profile
- Analyze sales data for process improvement
- Assist with the creation of marketing material
- Prospect, cultivate leads, and sell in a SaaS environment

Lyconic, LLC

Sales Strategist

Direct manager for a team of 32 associates performing multiple functions for over 400 firms. Assets totaled over $32 billion.
Successes:
Developed 1 senior manager, 3 managers, and 48 other associates who were promoted into other roles and continued to mentor numerous employees after promotion.
Generated consistent satisfaction scores and advocate scores over 81% and 88% respectively.
Created call-type qualification tool and associate performance scorecards that were adopted by the entire business unit.

Team Manager

Serviced both a general pool and an assigned portfolio of RIA clients in daily operations of their firms, including tasks such as account opening and maintenance, asset transfers, cash management, and fee billing.
Successes:
100% retention rate in my role as a service recovery expert for at-risk firms for the entire business unit, saving 9 different firms with assets exceeding $1 billion.
Secured $100 million in assets for the company through strategic rapport building during a client visit.
Trained peers in client service.

Institutional Relationship Manager II

Provided general account service to a pool of RIA clients.
Successes:
Top 3 performer in qualitative metrics.
Reviewed my team’s external client communications and provided coaching feedback.

Institutional Relationship Manager I

Provided retail brokerage clients with general account and website assistance. Performed cash management transactions and answered general investing questions. Also provided broker services including placing equity, mutual fund, and options trades, and assisting with margin items. Identified and qualified client leads for branch sales staff.
Successes:
Consistent top performer in individual client satisfaction scores.
Earned entry into a management development program.
Created Associate Career Fair to address organizational and associate needs, which required collaboration with leaders in nearly all business units.
Nominated to the Associate Engagement Committee, a group tasked with both driving sustainable associate satisfaction along with providing representation of the service organization and voice of the client in enterprise-wide projects.

TD Ameritrade

Financial Services Representative

Managed the scheduling and operations of the teller staff, along with training and success of the tellers in the sales referral process. Responsible for branch compliance performance.
Successes:
Rebuilt the branch referral program in line with the company’s guiding principles.
Achieved compliance scores in the top 10% of our district.

Bank of the West

Customer Service Manager

Served as lead teller, providing coaching and training to the teller staff. Assisted with scheduling and branch compliance tasks. Responsible for the daily cash balancing of the branch. Referred potential business to the branch bankers.
Successes:
Consistently in the top 25% of referrers within my district.

I held several positions at Best Buy, including Customer Service Senior, Media Associate, and Home Theater Professional.

Bret Londer