Sign in

Customer Service Manager

Davenport, Florida, United States
May 20, 2017

Contact this candidate

Lou B. Bernardo III

*** ******* **** **.

(813) ***-****

Davenport, FL 33897


Senior Operations Administrator

Federal Express

****- ****ent

Assuring the proper delivery of time sensitive packages.


ABDesign Group


Design, drafting of Architectural plans and lot permits.

Customer Service / Computer Service Sales Representative

Guthy-Renker GRFS

2014 - 2015

Home Based Independent (US Tech Support) Customer Sales & Service,

Financial Aid Representative

Corinthian College

2011-2013(Division Closed) due to the companies economic condition.

Financial Aid Budgeting

Loan Management and Supervision

Auditing and compliance - Title IV

Benefits Representative

American Income Life


Customer Service

Sale of Insurance Products.

Personal Banker (Company Restructuring)

Citibank, Tampa, Fl

2010 - 2011

Personal Banker - develop long term relationship with clients and addressing their concerns regarding future, financial goals and needs.

(Position ended due to reduction in staffing)

Provide banking products: credit cards, mortgages.

Increased client retention.

Provided support for the client's ongoing financial needs.

Financial Advisor

Smith Barney, Port Richey, FL (Smith Barney re-organization, branch closed)

2008 - 2009

Increased existing market share of high net worth clients through portfolio development program.

Provided analysis of clients overall financial portfolios.

Asset manager for client development.

Preparation of bids for contract administration for facilitating the management and implementation of a corporate 401k plans.

Registered Financial/ Banking Services, Representative, Senior Trader

E*trade Financial/BrownCo LLC, Tampa FL (Position ended - office closed)

2003 - 2007

Trader provided real-time market and financial information to high networth individuals and corporations.

Provided analysis of investments and other financial products.

Provided critical market and financial information for high net worth clients.

Analyzed client financial data and trading suitability.


ITT Technical Institute Tampa FL (Graduate)

Associates of Science, Computer Aided Drafting and Design, 2008


• MS Office (Word, Excel, Power-point) - 7 years

• Word Press - 3 years

• CAD - 2 years

• Health Insurance License 240 - Current

• Financial Advisor Training Program (Morgan Stanley)

• Series 63, 65, 31, & 7 - Expired Oct. 2010

• Dean's List Ranking (ITT Technical Institute)

• Alpha Beta Kappa National Honor Society (ITT Technical Institute)

• Sales, Marketing & Promotion - 24 years

Hobbies and Interest: 2nd Degree Black Belt with over 34 yrs of Martial Arts experience.

Open-water scuba Certification and physical fitness.

Contact this candidate