Jason L.
About Jason L.
Jason L. is the Director of Executive Customer Relations at Ally Invest, with extensive experience in financial services and staff training.
Company
Jason L. is currently working at Ally Invest as the Director of Executive Customer Relations. His role from 2020 to the present in Charlotte, North Carolina, involves leading a team of licensed representatives. The focus of his team is on effectively handling complaints from both consumer and executive levels.
Title
Jason L. holds the title of Director of Executive Customer Relations at Ally Invest. He is responsible for overseeing complaint handling processes and leading a team focused on customer relations and issue resolution at both the consumer and executive levels.
Education and Expertise
Jason L. studied Zoology at North Carolina State University, earning a Bachelor of Science degree from 1993 to 1997. He has expertise in eLearning development, delivery, and technology training, which contributes to the effective training and development of staff in the financial services sector. He also possesses skills in instructional design that aid in creating effective training programs.
Professional Background
Before his current role at Ally Invest, Jason L. served as the Vice President and Brokerage Sales Support Manager at First Citizens Investor Services from 2018 to 2020. Prior to that, he worked as a Senior Efficiency Consultant at LPL Financial from 2007 to 2018 and as a Performance Manager at UVEST Financial Services from 2003 to 2007. He began his career as a Supervisor at Wachovia Securities, LLC, where he worked from 1998 to 2003.
Achievements
At Ally Invest, Jason L. implemented a redesign of the complaint handling processes to create operational efficiencies. This redesign has contributed to improved handling and resolution of complaints, enhancing overall customer relations and operational performance.