Customer Service Manager

Alex B. Stack

***** ********* **** **, **. Louis, MO 63127 314-***-****

**********@*****.***

Objective To secure a position with a well established

organization providing a stable environment that will

allow me to utilize my education and experience to grow

in the field of finance.

Experience Operations and Education Specialist

Edward Jones, Chesterfield, MO

October 2009 to Present

Receive branch calls regarding client account issues

and help resolve efficiently and completely

Learn the fee structures and basic information of all

retirement accounts offered by the company

Continual research and experience in investment

products and services

Financial Market Specialist

Thomson Reuters, Creve Coeur, MO June

2009 to September 2009

Assist client queries regarding both product and market

information relevant to the financial industry

Continue growth of knowledge of the financial market

through day-long market and product training

Constant maintenance of client query bookkeeping that

must be updated and completed in a timely and efficient

manner

Investment Portfolio Analyst

Zemenick & Walker, Inc., Clayton, MO June

2008 to August 2008

Research various investment opportunities including

mutual funds, investment banks, recent bank

write-downs, etc.

Update several company documents such as the primer,

investment policies, advisory agreements, and client

portfolios

Assist in the daily process of buying and selling bonds

while becoming familiar with the Bloomberg system

Sales Support

Sinclair & Rush, Arnold, MO

May 2007 to August 2007

Report directly to the general sales manager,

responsible for current and prospective customer sales

calls and customer service follow up calls

Assist the corporate accounting manager with monthly

closing activities and generation of monthly financial

statements

Enter data keeping records of daily bank transactions

Education University of Missouri, Columbia, MO

Graduated May, 2009

Finance & Banking

Organizations Pi Kappa Phi Fraternity

Alumni Relations Executive Board Member

Alpha Kappa Psi Business Fraternity

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