Branch Manager Service Representative

Experience

Realtor • Century ** Everest

January 2019 – August 2020

Listing agent and buyer’s agent for residential properties.

Business Development Officer • VFI Corporate Finance

Jan 2020 – July 2020

Cold calling CFOs for equipment leasing business, averaging 135 dials a day.

Regional Manager • Performance Management • E*TRADE Financial

July 2015 – September 2018

Managed Book Management processes for the firm. Helped design and rollout software enhancements and support the sales teams. Helped BMs with reporting and business planning.

Financial Consultant • E*TRADE Financial

January 2013 –July 2015

Consistently a first or second quintile performer, focusing on advisory sales. Helped train fellow FCs. Assisted with some reporting

Client Consultant • E*TRADE Financial

July 2011 – January 2013

Top performer of all Client Consultants. Averaged over $1M in managed accounts per quarter, without leads.

Senior Financial Service Representative • Research & Resolution • E*TRADE Financial

July 2006 – July 2011

Managed all Negotiated Pricing for the firm. Handled escalated issues for estates, restricted stocks, account maintenance, etc.

Financial Service Representative • E*TRADE Financial

March 2006 – July 2006

My team helped reduce the holding times for calls from over 45 minutes to under 1 minute.

Loan Officer • GE Money Bank

June 2005 – March 2006

Met production standards in a sinking market. Helped close down the Sub-Prime mortgage division of GE.

Professional References

Joe Peters, Branch Manager at E*TRADE Financial

Mobile: 801-***-****

David Allred, Branch Manager at Charles Schwab

Mobile: 801-***-****

Justan Stringham, Regional Planning Consultant at Fidelity

Mobile: 810-***-****

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