PROFESSIONAL EXPERIENCE

Brokerage Investment Management

Wells Fargo

Provided exceptional client support, managed accounts, resolved issues, ensured compliance, and delivered financial guidance in the financial services industry. 07/2023 – present

Salt Lake City

Associate Account Resolution Specialist

Wells Fargo

•Exceeded productivity targets by managing 250+ daily inquiries 05/2022 – 07/2023

West Des Moines

•demonstrating strong organizational and problem-solving skills.

•Handled sensitive customer data with discretion, maintaining compliance with privacy regulations.

Personal Shopper

Sam's Club

•Organized customers' online pre-order groceries and personal care items based on dates

03/2021 – 05/2022

Midvale, Utah

and times.

•Maintained clean and organized aisles to enhance the shopping experience for customers.

•Actively stocked products to ensure availability and attractive displays.

•Demonstrated exceptional customer service by resolving 75 cases per day, resulting in a

high customer satisfaction score.

•Communicated effectively with customers to understand their needs and provide personalized assistance.

Team Lead

Securitas

•Managed administrative functions, including scheduling meetings, responding to emails

05/2017 – 12/2019

Des moines

and phone queries, and handling sensitive paperwork.

•Interacted with an average of 50+ customers daily, addressing their inquiries and resolving personal and business challenges.

•Demonstrated exceptional organizational skills in maintaining records and files.

•Utilized strong communication and problem-solving abilities to achieve mutually beneficial outcomes.

LEADERSHIP EXPERIENCE

IJAG (Iowa Jobs for America’s Graduates)

Event Coordinator

03/2015 – 10/2020

Des Moines

CORE (Community of Racial Equity)

Event Coordinator

01/2015 – 08/2020

Des Moines

SKILLS

Financial Analysis

Risk Management

Training & Development

Microsoft Office(Excel, Powerpoint), Adobe Creative Suite, CRM, Systems AutomationData Analysis Reporting

& Insights User Training & Adoption, Data Integrity, Documentation & Standards Online Portal Management Precious Gaye

ad3190@r.postjobfree.com 515-***-**** Altoona,Iowa

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