Solomon Berry

About Solomon Berry

A leader with superior interpersonal skills An expert communicator (written and…

Experience

1. Director, Transition Operations

   Carson Group

   Jan 2018 — Present · Omaha, NE, US

   Manager the day-to-day activity of a diverse and effective team Consistently improve efficiencies and build improvements around daily processes Developed and implemented comprehensive training programs for team members, resulting in increased productivity and efficiency. Handle internal and external escalations Develop internal relationships with all internal departments to collaborate on content and processes Develop relationships with Charles Schwab, Fidelity, and Cetera to best utilize them for escalations and exceptions Manage relationships with 3rd party partners and consultants to leverage their offerings to provide the best experience Consistently review new products and offerings for process improvements and scalability Review data and identify areas that need special attention Create reporting within Salesforce to convey vital data to executives and management Present to both internal stakeholders and external prospects on the Transition offering Travel to transitioning offices to develop a relationship and provide in-person training System administrator to crucial platforms within Carson A Subject Matter Expert (SME) on operational processes for Carson and custodians Have a sound overall understanding of how Carson operates and grows Assist with special projects where expertise is required

Education

• University of Nebraska at Omaha

  Bachelor’s Degree

Skills

• Cross Selling
• Financial Services
• Employee Training
• Building Customer Loyalty
• Equities
• Small Business Financial Management
• Team Leadership
• Sales
• Customer Retention
• Customer Service
• Investments
• Retail Banking
• Options Strategies
• Credit
• Credit Management
• Finance