Eric Kuncl
Ballwin,MO
Summary
Forward-thinking leader who imparts clear vision to guide cohesive, high-performing teams. Customer-focused professional with more than 20-years’ experience in both the securities and futures industries, including more than 10 years in a leadership capacity. Collaborative with dedication to partnering with coworkers to promote an engaged, empowering work culture. Documented strengths in building and maintaining relationships with a diverse range of stakeholders in a dynamic, fast-paced environment. Strategic and dedicated to excellence and efficiency. Practiced at providing teams with support, resources, and motivation to succeed. Encouraging manager and analytical problem-solver with talents for team building, leading, and motivating, as well as an excellent customer relations aptitude. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring, and morale-building abilities to enhance employee engagement and boost performance.
Overview
23
23
years of professional experience
Work History
Sr. Manager, Trader Electronic
TD Ameritrade/Charles Schwab
10.2021 - Current
- Supervise and direct a chat, email, and social media team of 12 Professionals towards providing a best-in-class customer experience
- Coach, Develop and Mentor Professionals to solidify and expand their industry knowledge and to develop and hone soft skills
- Interview applicants for open opportunities to join our Team as well as opportunities on Teams in other parts of the organization
- Create and apply analytics to aid evaluating Associate performance
- Conduct quarterly and annual performance reviews
- Host engaging and efficient daily huddles both with my direct reports and my peers
- Assist clients with needs stemming from escalated situations
- Provided strong leadership to enhance team productivity and morale
Team Manager, Trade Desk
TD Ameritrade
07.2016 - 10.2021
- Drove performance of Team by creating a positive work atmosphere
- Coached and trained team members, increasing quality of work and employee motivation
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures
- Identified and corrected deficient performance and behaviors to achieve greater client experience and a higher level of productivity
- Developed and delivered a new training process to streamline knowledge absorption, decreasing the amount of time needed for our Professionals to get to the stage of production
- Worked with colleagues to create prototypes of new designs and training materials
- Monitored incoming calls and provided feedback to 12 Associates to improve quality of service
- Resolved customer service issues by finding immediate solutions and utilizing successful de-escalation methods
- Molded and led team by embracing change to adapt within dynamic market
- Modeled exceptional customer service and mentored associates on direct link between great service and customer loyalty
- Facilitated meetings to communicate team performance goals and results
- Demonstrated knowledge of company initiatives and goals and mentored employees in reaching objectives aligned with the firm’s Core Values
Team Manager Futures and Forex
TD Ameritrade
07.2014 - 07.2016
- Supervised a licensed futures & Forex trading support team
- Coached and trained my team in all aspects of the futures and Forex markets
- Managed futures and Forex order routing working directly with vendors and Exchanges
- Assisted with client and firm risk management related to futures and Forex
- Ensured that all rules and regulations, including compliance requirements were met and upheld
Sr. Specialist Retail
TD Ameritrade
11.2011 - 07.2014
- Supported department leadership in implementing new policies, procedures, and controls
- Guided less experienced staff through processes such as trading platform navigation and complex trading solutions and was a point of contact for high-level needs
- Offered coaching and mentoring to help other Associates maintain progress
- Led projects by coordinating schedules, organizing resources, and delegating work to meet deliverable and timeline requirements
- Interpreted clients' needs and introduced services to fit specific requirements
- Maintained current understanding of market conditions, compliance standards and best practices
- Listened and responded to customer requests with a focus on creating the greatest possible client experience
Bond Options Market Maker
Prime International Trading
01.2001 - 08.2011
- Traded options through open outcry and electronically using our own proprietary pricing program
- Managed individual and group risk
- Taught beginner to advanced trading techniques to new traders of our clearing firm
Education
Business/Finance - Business Administration/Finance
University of Wisconsin
Whitewater, WISkills
- Problem Resolution
- Analytical and Critical Thinking
- Strategic planning
- Team Building, Teamwork and Collaboration
- Project Management
- Training and Development
- Software
- Full Microsoft Suite
- Tableau Analytics
- Multiple Trading Platforms
Additional Information
- Licenses , Series 7, 63, 3, 34, 24, 9
- Better Way 2.0 Certified
- 12 times President’s Club: Awarded to top 10% of all Associates
- Circle of Champions: Awarded to top 2% of all Associates
Timeline
Sr. Manager, Trader Electronic
TD Ameritrade/Charles Schwab
10.2021 - Current
Team Manager, Trade Desk
TD Ameritrade
07.2016 - 10.2021
Team Manager Futures and Forex
TD Ameritrade
07.2014 - 07.2016
Sr. Specialist Retail
TD Ameritrade
11.2011 - 07.2014
Bond Options Market Maker
Prime International Trading
01.2001 - 08.2011
Business/Finance - Business Administration/Finance
University of Wisconsin
Similar Profiles
Vicky RobartVicky Robart
Sr. Designated Brokerage Rep at TD Ameritrade/Charles SchwabSr. Designated Brokerage Rep at TD Ameritrade/Charles Schwab
Fred DetwilerFred Detwiler
Manager, Analytics Developer at Charles Schwab (acquired TD Ameritrade in 2020)Manager, Analytics Developer at Charles Schwab (acquired TD Ameritrade in 2020)
Kaila BullardKaila Bullard
Financial Services Representative at Charles Schwab/ TD AmeritradeFinancial Services Representative at Charles Schwab/ TD Ameritrade