Customer Service Sales
Resume:
Julie DeForest
**** ********** **** #** ********** CA 95821 415-***-**** *************@*******.***
Profile
Experienced financial services professional with a track record of success. More than 12 years
experience working with clients at all asset levels while providing branch management and
employee supervision.
Proven ability to resolve client disputes, execute accurate trades, and educate clients regarding
capital markets. Accustomed to handling sensitive, confidential records.
Sales of non brokerage financial products and services exceeding required sales metrics.
Professional Experience
Extensive brokerage retail customer service experience
Conducted spot compliance checks
Calculated and disseminated margin calls
Confirmed and sent corporate action notices to clients
Conducted branch seminars on a variety of securities topics
Established relationships with financial advisors for timely and accurate trade and instruction
execution
Interpreted brokerage transaction for clients explaining corporate actions transactions and fees
Researched and evaluated client choices for various investment instruments including rights,
warrants, ADRs, convertible bonds and convertible securities prior to customer notification
Special Projects
Member of corporate actions department audit team
Developed primer for new and temporary members of the Corporate Actions Hotline
Employment History
Media News Group – Willits, CA www.willitsnews.com
Reporter, February 2013 to May 2014
Education and Business reporter for local newspaper.
Convergys – Saint George, UT www.convergys.com
Sales and customer service agent, February 2012 to February 2013
Provided call center customer service for auto and home insurance companies; sold multiple consumer
products; achieved consistent sales numbers above revenue goals; Exceeded upsell and sidesell sales goals.
Scottrade – Towson, MD www.scottrade.com
Senior Broker, March 2005 to May 2010
Traveled to branches throughout the country on a weekly basis as coverage for branch management and
staff. Resolved client disputes, executed trades, margin calls, customer education, staff supervision.
Julie DeForest
2910 Calderwood Lane #92 Sacramento CA 95821 415-***-**** *************@*******.***
Your Choice – Saint George, UT
Sales agent, August 2004 to February 2005
Sold consumer products
Cloud Coast – Saint George, UT
Loan Coordinator, March 2004 to November 2004
Developed leads for mortgage broker
Adecco Staffing – San Francisco, CA
Financial Temp, November 2003 to March 2004
Filled operations and clerical positions on a temporary basis for Charles Schwab & Company.
Careerstaff Staffing – Irvine, CA
Debt Negotiator, August 2003 to October 2003
Negotiated outstanding and delinquent consumer debt with a variety of creditors.
Charles Schwab & Company – San Francisco, CA https://www.schwab.com
Operations Specialist, June 2000 to May 2003
Researched and analyzed corporate actions information for dissemination to clients and financial advisors.
Education and Training
University of California, Berkeley; Berkeley CA
English Major
Los Medanos College, Pittsburgh CA
Journalism
Community Involvement
Publicity Coordinator, Willits Horsemen’s Association 65th Annual Playday and Barbecue
Publicity Chair, Relay for Life, Willits 2014
References
Charles Cook
Charles Schwab & Company
Ebony Payton
Julie DeForest
2910 Calderwood Lane #92 Sacramento CA 95821 415-***-**** *************@*******.***
Charles Schwab & Company
Sam Radman
TIAA CREF
Roger Aylworth
Chico Enterprise Record
Contact this candidate