Customer Service Manager
Resume:
Steven Anthony Burton
** ***** ****** *********, ** 06831
*************@*****.***
pROFESSIONAL Experience
Clark Dodge and Company Inc, White Plains, NY
Wealth Management Account Executive, (4/09-10/09)
. Assessed clients' financial goals and situations for client specific
portfolios
. Engaged in a teamwork environment with up to 10 brokers
. Responsible for trade process from beginning to end including
confirmation, execution and reconciliation
. Tracked and traded multiple tickets for clients throughout the day
using live data off company specific software
. Passed Series 7 and 63 licensing in 7 weeks
Route 22 Restaurant, Armonk, NY
Manager/Floor Captain/ Waiter/Bartender, (9/06-Present)
. Exposed to firm-wide daily funding and balancing using company-
specific software
. Routinely analyze money deposits and manage credit matters for
multiple accounts
. Meet with owner and restaurant managers to discuss success of
currently implemented marketing campaigns
. Record specific instructions from several customers in a timely and
accurate fashion
. Provide customer service to maintain satisfaction and a positive view
of the company among customers
. Greet and address customers' needs
Licenses
Series 7 and 63
Skills
Proficient((( in Excel, Power Point, Web Programming, Access, Word; Beta
Link and Thompson
EDUCATION
Manhattanville College, Purchase, NY
Bachelor of Arts May 2008
Major: Finance Minors: Psychology/ History GPA: 3.3
College Sports Men's Lacrosse Team, 2004-2007 Men's Ice Hockey
Team, 2004-2005,
OTHER EXPERIENCE
Math Tutor: College level math courses, 2004 - Present
Head Lacrosse Coach: Greenwich Catholic Middle School Lacrosse Team, 2007-
2009
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