Customer Service Quality Assurance

Skills

Quick learner, Teamwork, Multi-tasking, Utilizing- Laser App, Docusign, Excel, Salesforce, eMoney, Envestnet, RetireUp, Riskalyze Education

Bachelor of Science

Iowa State University - Ames, IA

1992

Experience

Owned and operated a successful restaurant, for over 14 years, that won many awards before I sold at twice my purchase price. Fine tuned my skills of customer service, problem solving and conflict management

Managed staff in addition to payroll, accounting and inventory Owner/Operator

RM&G Inc. - Davenport, IA

October-1994 - July-2008

Composed, revised and proofread all business processing documents for an independent financial adviser with 200 million in assets under management.

Instrumental in the companies rapid growth with my proactive client communication initiatives in addition to developing high-impact strategies to target new business opportunities and markets. Excelled in problem solving while handling all client/prospect inquiries and issues.

Managed employees on projects as well as daily tasks. Increased office efficiency by utilizing new technology services Director of Client Services

PCA Financial Planning - Fort Mill,

SC

July-2008 - Currently

Objective

Seeking a career where I can maximize my 25+ years of management, quality assurance, program development, and training experience.

Phone 563-***-****

5121 Lockwood drive, Bettendorf,

IA

Address

Greg Poterack Email ************@*****.***

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