DANIEL E. GILKERSON

**** ***** ******** **. #***

Long Beach, CA 90807

562-***-****

acwuaz@r.postjobfree.com

Education:

Pasadena City College; Pasadena, CA

Associates of Arts; May 1996

Objective:

Seeking a full time position within a great company, that can utilize my skills and knowledge.

SKILLS & COMPENTENCIES:

-Microsoft Word -Microsoft Power Point -Broker Insight -Bloomberg

-Microsoft Excel -Trio -Fox Pro -Thompson One

-Microsoft Outlook -Hogan -NF – fbsi -Morningstar

EXPERIENCE:

Comerica Bank - Cypress, CA 05/2014 – 07/2015

Customer Service Representative

Provide remarkable customer service

Opening new accounts

Problem resolution

Refer loans and deposit products to consumers and small business

Accept and process deposits, withdrawals, loan payments

Handle all other over the counter transactions

Process daily ATM transactions

Insure banking centers’ cash level is adequate by ordering cash

Compliant with applicable Federal, State, and Local laws and regulations

Adhere to all Banking Center audit and compliance standards

Melaleuca – Long Beach, CA 10/2010 – 05/2014

Customer Service, Co-Owner

Directly market, prospect, and promote eco-friendly household and personal products

Respond to clients inquires regarding products via email or phone

Schedule phone appointments and Internet promotional videos

Sign client contracts and monitor their orders for accuracy

Help clients with promoting products

Train individuals about products and marketing

Wedbush Securities, Inc. – Los Angeles, CA 07/2006 – 10/2010

Correspondent Services Liaison (Account Manager)

Review new client contracts for accuracy

Determine the best trading platform best suited for the client

Check potential brokers against FINRA CRD website

Obtain client account list to transfer and set-up new accounts

Make sure new client is registered with the correct Governing body

(i.e. SEC, FINRA, NSCC, DTCC, MSRB, and other regulatory bodies)

Coordinate set-up and installation of proprietary trading platform

Insure new accounts are set-up and funded correctly

Train, support, and responsible for the overall relationship with new client

Union Bank Investment Services – Los Angeles, CA 09/2000 – 07/2006

Investment Representative

In this call center, helped difficult clients with issues and resolve their concerns

Process various investments and trades for clients

(i.e. Stocks, Bonds, Mutual Funds, Options, Commercial Paper)

Interpret financial market information

Process investment transactions with appropriate market makers

Negotiate best prices of securities on behalf of clients

Provide current market information regarding bid and ask prices, P/E information

Explain volume trends and market updates

Provide and review past statements, trade conformations, and tax information

Morgan Stanley Dean Witter – Pasadena, CA 08/1999 – 07/2000

Financial Advisor

Prospect and cold call for new clients

Obtain required documents to set-up new accounts

Determine which type account will be best suited for a client

Buy and sell securities for clients

Provide advice and opinion on structured portfolios and investments

Make recommendations for future investments

In six months of production, had approximately 30 clients worth $6.5 million

Pitney Bowes – Stamford, CT 05/1988 – 08/1997

Supply Specialist; Ontario, CA

Download customer information for processing equipment and supply orders

Scheduled courier service and trucking company for proper pick-up of trade-in equipment

Compiled data and generate sales reports for management analysis

Credit back dollar amount of returned supplies

Contact this candidate