Apache Junction, AZ 85119
480-***-**** cell, firstname.lastname@example.org
I am a multi-talented sales, management and financial professional with excellent customer service skills and twenty four years of experience in managing business accounts and assisting retail clients.
Twenty four years of sales and customer service experience includes three years of experience assisting a Certified Financial Planner in all aspects of managing the finances of retail clients and business accounts.
Three years of call center experience with Merrill Edge.
Possess excellent interpersonal and communication skills. Able to help clients understand financial subjects. As team leader, skilled at coaching team members to maximize team results.
Bachelor’s degree in Marketing from Arizona State University 1987.
Excellent math and computer skills. Proficient with Windows, customers database/prospecting systems, email, and internet searches, set up LAN networks. Able to manage multiple open computer programs.
WestUSA Realty, Realtor, New Home Division. November 2017 to present (independent contractor).
I assist clients in buying new homes and selling real estate.
William Shaw Therapy Services, Office and billing manager. May 2012 to present.
I am responsible for the daily office operations, management of employees, medical billing and marketing of products and services.
Northcentral University, Enrollment advisor. August 2016 to February 2017.
Assisted students in applying for admission into the University.
Merrill Edge, Investment specialist I – January 2014 to March 2016.
I have brokerage customer service and equity trading responsibilities. Account maintenance and problem solving duties with clients in a phone based environment. I am responsible for deepening the client relationship with Merrill Edge and Bank of America by opening up new accounts and bringing in assets into the firm.
The Vanguard Group, Brokerage Services Associate, Employed December 2011 to May 2012.
Located at 14321 North Sight Boulevard, Scottsdale, AZ.
Responsible for client requested trades as well as general brokerage customer services.
Greg Tanner CPA, CFP, LLC, Account Manager, Office Manager and Bookkeeper. Employed from March 2007 to May 2011.
Located in Scottsdale AZ.
Provide excellent customer service to new and existing clients via telephone. Respond to client questions, able to provide product information and discuss market trends. Guide clients through financial planning projects. Manage all aspects of daily operations of the accounting and financial planning office. Answer all phone calls with focus on providing excellent customer service to build a loyal customer base. Responsible for processing corporate payroll, corporate tax returns, bank reconciliations and quarterly reports.
Additional customer service and account management accomplishments available that span a twenty-plus years working as a customer service and account manager.
Education, Licenses and Certifications
Real estate license with the Arizona Department of Real Estate. License # SA674900000
Bachelor of Science in Marketing, Arizona State University, Tempe, AZ, 1982 to 1987
Registered representative as Stock Broker. Series 7 FINRA license CRD# 5609469
Series 63 State broker’s license