Jonathan Kramer

Jonathan Kramer

Summary

  • Goal-driven professional with 15 years of significant, progressive financial services and project management experience.
  • Focused on relationship management and analysis, including ability to deliver personalized client service, cultivate strong business relationships and make real-time decisions. 
  • Excellent team player who listens, thrives on collaborating with diversely talented team members, and integrates their divergent perspectives into meaningful action.
  • Highly effective verbal and written communicator.  Provides clear and concise documentation to support position.  Powerful presenter with any audience.
  • Global thinker, degreed in management, adept at training, developing and coaching..
  • Computer-proficient performer with expertise in MS Office, Outlook and Retirement Plan Software.

Objective

To contribute strong leadership and interpersonal skills, as well as highly applicable experience, to a well-respected firm in a professional capacity.  Demonstrate outstanding character, leading to powerful relationships with both internal and external clients.

Work History

Work History
Feb 2007 - Present

Lincoln Financial Group - Consultant/Trainer
  • Responsible for providing participants and plan sponsors with familiarity of products and services offered within retirement plans.
  • Educate current and potential plan participants with on-site seminars and presentations.
  • Participate in annual plan reviews with plan sponsors, detailing out prior year accomplishments and upcoming objectives.
  • Consistently exceeds expected sales and persistency objectives.
  • Deliver sales training programs covering versatile sales techniques, presentation skills and territory management.
  • Develop annual training programs for 3 national teams consisting of Financial Advisors, Relationship Managers and Retirement Consultants. 
Mar 1997 - Sep 2006

The Vanguard Group - Project Manager
  • Managed nearly a dozen multi-million dollar technology initiatives for Integrated Retirement Plan Solutions Division.  Specifically, delivered new retirement plan statement, voice response system and investment advice program.
  • Led efforts for integration, identifying commonality in previously unrelated projects.
  • Mastered Project Manager role quickly; launching several initiatives independently within six months.  Projects recognized by Dalbar and Plan Sponsor.
  • Facilitated focus groups with internal and external stakeholders. Applied findings to requirements and design, leading to an industry leading retirement plan statement.
  • Developed initial dashboard for Retail Client Group, activity included process mapping, SIPOC modeling and data collection plan.
  • Presented to plan sponsors, remotely and on location, to gain acceptance for new web and service enhancements; responded effectively to questions and concerns related to project implementation and proposed strategy for launch.
Mar 1993 - Mar 1997

US Navy - Budget Coordinator
  • Managed ship's Operating Target (OPTAR) Budget, maintained accurate records for   CINCLANTFLT inspection team.
  • Developed and maintained an automated financial reporting tool, which improved efficiency and accuracy.
  • Saved ship over $500K by finding alternative sources for procurement with the use of surplus management software.
  • Received two Navy Achievement Medals for professionalism and high standards during service onboard USS Supply AOE-6.

Education

Education
Apr 2009

Master of Business Administration

Oct 2003

Bachelor of Science

Certifications

Certifications

Chartered Retirement Plan Counselor

College of Financial Planning

Life, Health and Annuity

PA Department of Insurance

Series 6 & 63

FINRA

References

References

Peter Krech

Michael Solomon

Joseph Hofmann