Call Center Financial Services

Robert Bruce

*** ******* **** ****, **** ***, KENNETT SQUARE, PA 19348. PHONE 757-***-****. EMAIL: *********@*****.***

PROFICIENCY WITH SALESFORCE(CRM) AND MICROSOFT OFFICE HAVING RECENTLY COMPLETED COURSES WITH FULL CIRCLE COMPUTING IN EXTON, PA.

I GROW CLIENT RELATIONSHIPS WITH PROBLEM SOLVING AND CRITICAL THINKING.

I HAVE BEEN IN FINANCIAL SERVICES SINCE 1991 WITH A CLEAN U4, NO DISCLOSURES.

Education:

B.S. MARKETING DEGREE FROM THE COLLEGE OF THE HOLY CROSS, ATTENDED NYU STERN SCHOOL OF BUSINESS.

Experience:

CURRENT - HAVING WORKED PART TIME RECENTLY IN A FAST PACED CALL CENTER ENVIRONMENT INBOUND/OUTBOUND, MY CALL SKILLS HAVE BEEN HONED TO TODAYS NEEDS AND REALITIES.

PAST - SERVED HONORABLY AS A U.S. NAVAL OFFICER WITH SECNAV COMMENDATION. AS A CITIBANK/CITIGOLD EXECUTIVE FOR SIX YEARS, I SERVICED WEALTHY CLIENTS IN ARMONK AND BEDFORD NY; FAIRFIELD, NORWALK AND WESTPORT, CT. MY COLLABRATIVE RELATIONS WITH OTHER ADVISORS, BRANCH MANAGERS, BRANCH PERSONNEL AND AREA DIRECTORS IS KEY TO SETTING GOALS AND SURPASSING THEM.

BROKER DEALER HISTORY: 1991 INVESTORS DIVERSIFIED SERVICES (AMERIPRISE); 1991-1993 SHEARSON LEHMAN; 1993-1999 CITIBANK; 1999 RELOCATION TO WILLIAMSBURG VA; 2000-2003 GE FINANCIAL ASSURANCE/CAPITAL BROKERAGE CORPORATION (RICHMOND, VA); 2003-2022 LINCOLN FINANCIAL SECURITIES CORPORATION; 2022-2023 VANGUARD GROUP.

Skills:

I AM LICENSED SERIES 7, 63, 65, SIE AND PA INSURANCE. MY CRD # IS 2151421.

AREAS OF PROFESSIONAL FOCUS: STOCKS/BONDS, RETIREMENT PLANNING, MANAGED MONEY, MUTUAL FUNDS, VARIABLE ANNUITIES, ALTERNATIVE INVESTMENTS, 529 PLANS, LIFE INSURANCE/LONG TERM CARE, FIXED ANNUITIES/FIXED INDEXED ANNUITIES.

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