CHAD BARNETT
***********@*****.*** 214-***-**** linkedin.com/in/chad-barnett-3ba78a29
**** ******* ******* *****, **** Worth TX, 76177
PROFILE
Energetic and efficient operations / client services professional with 30+ years’ experience in office support roles, most recently overseeing accounts payable, accounts receivable and employee benefits in family-office environment. A doer offering a positive attitude and collaborative mindset, seeking a position in an organization whose mission is providing exceptional service. An adaptive person with a willingness to learn.
EXPERIENCE
2007-Present
Client Service / Operations Professional - Riley Private Client, LLC
Responsible for accounts payable, accounts receivable and employee benefits for Southlake and Graham offices. Worked in conjunction with Client Services to ensure customer satisfaction with financial services provided, preparing paperwork for, and acting as a liaison between clients and insurance companies, investment companies and other entities, performed research and compiled data for use by financial advisors and in answer to client inquiries and coordinated client meetings and special events.
2003-2006
President of Local Franchise - Auction Wizard
Provided a “virtual store” to assist customers with buying & selling items on the Internet. Services provided included taking pictures and writing descriptions of the auctioned items.
2001-2003
Sales Associate - North Hills Lincoln/Mercury
Car sales
1997-2001
Tech support/customer service - Verizon DSL
Answered customer calls and worked to resolve issues.
1992-1997
Customer Service / Coverage Specialist - PFL Life Insurance
Answered customer questions about health insurance coverage. Integral part of the team is trying to retain customers who call to cancel coverage.
EDUCATION
Texas Christian University, Fort Worth, TX
1990-1992: 30 hours with a focus on Business Finance
KEY SKILLS AND CHARACTERISTICS
·Strategic Thinking
·Investor Relations
·Contract Negotiation
·Problem Solving
·Adaptability
·Microsoft Office Suite
·QuickBooks Software
·People Management
·Data Input and Checking Data Accuracy
ACTIVITIES AND INTERESTS
Tennis, fishing, hiking, camping, traveling, and spending time with my children