Jonathan Pratt is a skilled expert, working in Aig main office of which is in 4. as a Director, Premium Administration since 2020. Jonathan Pratt gained professional experience in more than seven positions at various companies. Jonathan Pratt went to the University of Montevallo and was studying from 2005. Jonathan has such qualifications as Series 7 License. Nashville, Tennessee is the city, where the professional was lastly known to settle. This person's phone and email can be accessed through this website by request.
Name variants:
Jon Pratt,
Jonny Pratt
Last updated May 28, 2024
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Work History
Supervisor, Advisor Services
7103 south Revere Pkwy, Centennial, CO
My current role boils down to the following 5 things:
Lead my teams to get the job done well
Develop team members for their current role
Develop team members for their next role
Make de...
Apr 2009 — Dec 2016
Temporary Associate - Conversion Specialist and Branch Service Associate
Having newly moved to Denver, I was excited at the opportunity to work with UBS Financial Services in this temporary role.
I assisted with the conversion of over $40M and in a dual capacit...
Nov 2008 — Apr 2009
Loan Officer and Production Coordinator
422 east Vermijo Ave, Colorado Springs, CO 80903
Increased company volume by 30% after becoming the production coordinator.
Lead generation, file acquisition, and file submission
Pre-qualified applicants based on financial status, credi...
Apr 2007 — Oct 2008
Mortgage Loan Processor
Vetted loan files for pre-qualification standards
Aligned loan officers, underwriters, and clients for accurate, efficient, and timely processing
Conducted final review, and obtained fina...
May 2006 — Apr 2007
Technician
3401 north El Paso St, Colorado Springs, CO 80907
Aug 2005 — May 2006
Education
from 2005
from 2001
Occupations
Executive
Director
Business Process Manager
Operations Manager
Managers
Skills
Investment Advisory Services
Series 7
Client Services
Advisor Conversions
Operations Management
Employee Management
Technological Innovation
Metric Development
New Account Management
Income Processing Management
Business Process Improvement
Employee Training
Leading Meetings
Training and Development
Job Descriptions
Lean Six Sigma
Trading Systems
Equity Trading
Mutual Fund Trading
Omnibus
Management
Investments
Financial Services
Mutual Funds
Finance
Continuous Process Improvement
Strategic Planning
People Development