Customer Service Management

Alex Cleveland

Financial Services Intern - Scottrade

Niagara Falls, NY

**********@****.*******.*** - 716-***-****

WORK EXPERIENCE

Financial Services Intern

Scottrade - Williamsville, NY - September 2013 to Present

Conduct in-depth market research while assisting in day to day activities of the branch

* Provide financial data to clients and educate them on technical analysis of stock forecasting

* Provide company valuations using SEC filings, income, cash-flow and other financial statements

Freight Brokerage Intern

ROAR Logistics - Buffalo, NY - May 2013 to September 2013

Developed and maintained client relationships by providing transportation solutions to ensure superior

customer service

* Responsible for qualifying carriers, growing revenue and negotiating rates to augment profit

* Maintained open communication with customers while managing transactions from start to finish

Construction Management Intern

Scrufari Construction - Niagara Falls, NY - September 2012 to May 2013

Learned the fundamentals in the general contracting field

* Developed skills in estimating, accounting, and construction management

Corporate Sales Intern

Darien Lake Resort - Darien, NY - May 2012 to September 2012

Supervised catering and special events with up to 3,500 attendees

* Honed customer service skills, often resolving conflicts on the spot

* Learned the fundamentals in management, supervising up to 30 catering employees

* Prepared and analyzed customer satisfaction surveys of picnic attendees and shared results with senior

management to increase customer retention

EDUCATION

Bachelor of Science in Finance

Niagara University - Niagara University

2011 to 2014

ADDITIONAL INFORMATION

Computer Skills

Proficient in Microsoft Office

Versed with APEX architecture software

Apt in LoadTech freight software

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