Verified recordInvestment Management

John Panem

Advisor Relation Associate at Buckingham Strategic Partners

Based in Las Vegas, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Las Vegas

Industry

Investment Management

Company size

88

Contact information

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Email

1 credit

j•••••••@buckinghamstrategicpartners.com

Phone

5 credits

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Background

About John Panem

As an ambitious, resourceful, and experienced professional, I have 10+ years of experience and a comprehensive background in coordinating and supporting various organizational initiative. I am capable of contributing to all phases of the project management process, including planning projects, scheduling and hosting project meetings, communicating with stakeholders, preparing presentations, reviewing project deliverables, assisting in addressing and resolving conflicts, identifying resource requirements, and aligning projects’ scope and team. I also am dedicated to ensuring all initiatives are completed on time, on budget, and within scope complemented by an understanding of project management best practices. Next, I have experience as a Project Coordinator tasked with supporting multiple HR projects. As a leader, I can build, train, and direct high-performing teams. A key driver to my professional success has been applying my communication and interpersonal skills to effectively interact with stakeholders, executives, senior manager, associates, vendors, clients, and other parties.My career highlights include:• Preparing a gap analysis report for an advisor closing a new client account worth $800K at Loring Ward. • Overseeing and managing all Broker Dealer (BD)/RIA changes for advisors while tracking their clients to the proper advisor account in account management system at Loring Ward. • Coordinating incoming expense reimbursement for job candidates for all regions at LinkedIn.• Managing and led all Sunnyvale location interviews for LinkedIn.

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