Security & Customer Service Professional
Resume:
JAMES THOMAS
Brooklyn, NY *****
646-***-**** email. *******@*****.***
Willing to relocate: Anywhere
Authorized to work in the United States for any employer WORK EXPERIENCE
Custom Protection Officer (CPO)
Allied Universal – Hudson Yards, New York, NY
March 2022–Present
• Apply military experience, discipline, and security awareness to protect visitors, personnel, property, and client interests.
• Maintain a commanding and professional presence while conducting proactive patrols in a heavily populated tourist environment.
• Evaluate potential risks and respond decisively to security concerns, safety hazards, and critical incidents.
• Exercise leadership through calm decision-making, accountability, sound judgment, and professional conduct during challenging situations.
• Use conflict-management and de-escalation skills when interacting with members of the public.
• Follow established security procedures while adapting appropriately to changing conditions.
• Communicate clearly with staff, client representatives, visitors, and emergency-response personnel.
• Promote public confidence by combining strong security practices with respectful customer service.
Customer Service Representative II
Spectrum / Charter Communications – Queens, NY
July 2016–May 2018
• Provided professional customer service and completed data-entry responsibilities.
• Maintained customer accounts, records, and related documentation.
• Processed customer bills and provided education regarding accounts and services.
• Resolved customer disputes and performed other related customer-service responsibilities. Resident Aide / Med Tech
Housing Bridge Neighborhood Residence Program – Queens, NY August 2015–May 2016
• Assisted residents and helped provide a safe living environment.
• Supported residents with activities of daily living, including toileting, bathing and washing, dressing, cooking, serving food, and collecting food trays.
• Assisted residents with recreational and social activities.
• Provided mobility assistance by helping residents walk or transporting them in wheelchairs.
• Performed administrative responsibilities, including answering phones and greeting visitors.
• Documented the care and assistance provided to residents. Senior Account Executive
Meyers Associates – New York, NY
February 2015–May 2016
• Held Series 62 and Series 63 licenses.
• Built a portfolio of high-net-worth clients through responsible financial investment positions.
• Provided investment-product knowledge and delivered effective customer relationship management.
• Managed and developed an investment portfolio for each client based on the individual’s financial capabilities, goals, and risk tolerance.
• Collaborated with clients to assess their individual financial situations and develop strategic financial-planning solutions.
• Conducted securities transactions, fund transfers, margin-account transactions, and the trading of new issues and secondary-market investments.
• Supported client retention by providing strategic investment recommendations involving numerous investment instruments and trading scenarios, including fixed-income and equity securities.
Investment Advisor
Dawson James Securities – New York, NY
August 2014–December 2014
• Built a portfolio of high-net-worth clients through responsible financial investment positions.
• Provided investment-product knowledge and delivered effective customer relationship management.
• Managed and developed an investment portfolio for each client based on the individual’s financial capabilities, goals, and risk tolerance.
• Collaborated with clients to assess their individual financial situations and develop strategic financial-planning solutions.
• Conducted securities transactions, fund transfers, margin-account transactions, and the trading of new issues and secondary-market investments.
• Supported client retention by providing strategic investment recommendations involving numerous investment instruments and trading scenarios, including fixed-income and equity securities.
Customer Service Sales Representative
The Home Depot – Bronx, NY
March 2012–March 2014
• Operated large and small forklifts to load and offload merchandise for store displays, sales areas, and customers following their purchases.
• Assisted customers throughout their shopping experiences.
• Provided detailed information about projects and products to help customers select the best materials to complete their projects.
• Worked across three departments: Gardening, Lumber, and Building Materials.
• Received 12 Homer Awards for outstanding customer service.
• Maintained a clean work environment for customers and coworkers, supporting a safe and smooth shopping experience.
• Operated saw machinery to prepare lumber products for safe transportation and complete custom cuts for customers.
Account Executive
Spartan – New York, NY
July 2010–November 2010
• Built a portfolio of high-net-worth clients through responsible financial investment positions.
• Provided investment-product knowledge and delivered effective customer relationship management.
• Managed and developed an investment portfolio for each client based on the individual’s financial capabilities, goals, and risk tolerance.
• Collaborated with clients to assess their individual financial situations and develop strategic financial-planning solutions.
• Conducted securities transactions, fund transfers, margin-account transactions, and the trading of new issues and secondary-market investments.
• Supported client retention by providing strategic investment recommendations involving numerous investment instruments and trading scenarios, including fixed-income and equity securities.
EDUCATION
Associate Degree in Paralegal Studies
Technical Career Institute – New York, NY
September 2010
Greico’s School of Securities Licenses
New York, NY
June 1998
High School Diploma
John Jay High School – Brooklyn, NY
January 1990
SKILLS
• Series 62 and Series 63
• Fire Guard
• Security Officer 8-Hour and 16-Hour Training
CERTIFICATIONS AND LICENSES
• Senior Account Executive
ADDITIONAL INFORMATION
• New account development and lead generation
• Wealth planning
• Mutual funds and stocks
• Up-to-date market knowledge
• Financial assistance
• Reporting and analysis
• Sales proficiency
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