JAMES FLYNN

774-***-**** / adx3y3@r.postjobfree.com

TECHNICAL SKILLS:

Proficient in:

• Microsoft Word, Excel, Outlook

• Salesforce, Slack

• 10-20 years of experience in call center environments

• Knowledgeable in Financial services / held series 63 & 7

• Knowledgeable in financial statements: brokerage, mutual fund, bank.

• Over 15 years experience in sales, sales support, and customer service EDUCATION:

BRIDGEWATER STATE UNIVERSITY, Bridgewater, MA

Bachelor of Science in Management

Experience:

02/2023 to

GRANITE TELECOMMUNICATIONS / THE NAGLER GROUP

SALES LIAISON

• Worked with the Sales Department, to assist with getting newly closed won opportunities, provisioned and actively billing, faster and more efficiently.

• Worked Extensively with Salesforce, Slack, MS Teams, Outlook and Excel took accomplish daily/ weekly monthly tasks assigned

• Quickly gained understanding of all Granite’s offerings, to help push quick and accurate results and turnarounds

• Easily able to take ownership of requests and seeing requests to completion 04/2022 to 10/2022

AHOLD DELHAIZE

Logistics Administrator

• Responsible for tracking freight across company Supply Chains

• Work collectively across all company brands to ensure that managed freight flows optimally throughout the Supply Chain.

• Communicate with vendors and Inventory Analysts on any PO#’s that did not transmit or transmitted incorrectly

• Expedite any PO#’s the buyer/vendor may need earlier than requested date-sometimes needing same day pickup

02/2022 to 06/2022

DST SSC / Kelly Group

Client Services Representative

• Provided company Mutual Fund clients with inquiries on their different accounts

• Provided Clients with Tax Form and Year End Statement Information

• Assisted Clients with navigating company website

• Adhered to all company security and confidentiality policies 11/2021 to Present

MASSACHUSETTS REHABILITATION COMMISSION

The Massachusetts Rehabilitation Commission (MRC) helps individuals with disabilities to live and work independently.

(Working with Not For)

Jan 2018 to July 2020

BLACK LAB ENTERPRISESDBA/CASEYMOVERS

Sales Representative

• Gave estimates and quotes over the phone. For larger moves schedule in person or virtual estimates over phone app.

• Managed monthly storage fees. Inspect trucks to make sure DOT compliant.

• Managed payroll. Reported employee hours/sick time to Paychex. Distributed paychecks and cash on payday to employees.

12/2012 to EOS, CCA, Norwell MA

11/2017 Collection Agent Student Loans

Skip traced consumers and or cosigners with student loans in default using social media and credit reports to locate places of employment, perform asset research, attain contact information. Reach out to consumers and offer resolutions. Payment plans with reduced interest rates, settlements for less than the balance owed, temporary hardship private loans and rehabilitation on federal loans. If no resolution can be obtained submit consumer for wage garnishment or cosigner(s) for litigation. 09/2006 to ARAMARK/WEARGUARD, Norwell MA

03/2012 Business Account Coordinator (Inside Sales) Trained and assisted our rent/lease sales team with wholesale pricing of workwear/uniforms in our retail catalogue.

Assisted our sales representatives to understand price points and quantities that increase profit margin on their orders.

Effectively managed accounts by building relationships with multiple contacts across and at all levels of the customer’s organization.

06/1999 to Rockland MA

08/2006 Landscaping/General Contracting

Performed general contracting duties such as home improvements, demolition, landscaping, and snow removal.

01/1996 to FIDELITY INVESTMENTS, Merrimack NH

01/1999 QA Engineer/ Full Trading Representative

Created test plans for a retail workstation to ensure that new versions meet company standards and end- user requirements.

Wrote accurate and reproducible software problem reports and executed manual test scripts. Participate in team project planning and displayed the ability to work within a trading team. Executed securities transactions for fidelity’s most sophisticated and demanding customers, including mutual funds, stock, options, fixed income, and precious metals. Used in depth knowledge of margin accounts, margin processes, option trading, option risk analysis, and NFSC option processing especially pricing, exercises, and assignments. Established, maintained, and strengthen relationships with new and existing customers with the goal of increasing customer assets and share of trading activity. Screen prospects for suitability and explain the benefits of fidelity brokerage to prospects.

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