Alberto Medina
Dublin,OH
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
RETIREMENT SERVICES SPECIALIST
Morgan Stanley
09.2023 - Current
- Provide responsive and high-quality support to financial advisors with retirement accounts
- Process account updates, beneficiary changes, contributions, and withdrawals
- Educate financial advisors on retirement account options
- Investigate and resolve client issues and concerns
- Maintain strong relationships with clients
- Stay informed about retirement account regulations and compliance standards.
MSO DIGITAL ASSOCIATE - WEALTH MANAGEMENT OPERATIONS
Morgan Stanley
06.2022 - 10.2022
- Manage daily volume of inbound calls and emails
- Provide world-class customer service
- Support new and existing clients
- Onboard new client accounts
- Maintain strong relationships with client base.
PNC FINANCIAL SERVICES - BRANCH BANKING ASSOCIATE RRT-(MULTI BRANCH)
10.2020 - 04.2021
- Provide products and services available through the retail banking branch
- Support clients on technological digital and online tools
- Create customized customer solutions
- Perform lobby engagement activities
- Educate customers on managing financial transactions.
INTERNAL SALES AND SERVICES ASSOCIATE/AUXILIARY ANALYST, NATIONWIDE FINANCIAL
03.2018 - 10.2020
- Receive calls from policy holders and financial advisors
- Educate about life insurance products
- Assist with forms and statements
- Set monthly goals
- Assist customers and agents/advisors with various tasks.
RESTAURANT ASSOCIATE, GOLDEN CORRAL
06.2008 - 04.2019
- Worked in multiple stations
- Prepared food according to recipes
- Provided excellent customer service
- Trained new hires.
FINANCIAL SERVICES REPRESENTATIVE, BMW FINANCIAL SERVICES
01.2017 - 02.2018
- Received calls about car loans
- Provided information and processed payments
- Collaborated with other teams.
PERSONAL LOAN COLLECTOR- CHECKSMART FINANCIAL SERVICES
08.2016 - 12.2017
- Called debtors to collect payments
- Offered repayment options
- Met weekly goals.
Education
Bootcamp, Microsoft Excel, Python, Pandas, Matplotlib/Seaborn, APIs - Data Analytics
The Ohio State University
Columbus, OH02.2024
Bachelor's Degree - Finance
Franklin University
Columbus, OH08.2023
Associate of Arts - Finance
Columbus State Community College
Columbus, OH05.2023
Skills
- Salesforce
- Analytical Thinking
- Microsoft Excel
- Attention to Detail
- Verbal and Written Communication
- Retirement Needs
- Insurance Decisions
- Investment Opportunity Identification
Certification
- SIE- Securities Industries Exam
- Series 63 - Uniform Securities Agent State Law exam
- OH LIFE, ACCIDENT AND HEALTH SEIRES 11-35
- ALHC (Associate, Life, and health Claims) Certification
Languages
Spanish
Native or Bilingual
Timeline
RETIREMENT SERVICES SPECIALIST
Morgan Stanley
09.2023 - Current
MSO DIGITAL ASSOCIATE - WEALTH MANAGEMENT OPERATIONS
Morgan Stanley
06.2022 - 10.2022
PNC FINANCIAL SERVICES - BRANCH BANKING ASSOCIATE RRT-(MULTI BRANCH)
10.2020 - 04.2021
INTERNAL SALES AND SERVICES ASSOCIATE/AUXILIARY ANALYST, NATIONWIDE FINANCIAL
03.2018 - 10.2020
FINANCIAL SERVICES REPRESENTATIVE, BMW FINANCIAL SERVICES
01.2017 - 02.2018
PERSONAL LOAN COLLECTOR- CHECKSMART FINANCIAL SERVICES
08.2016 - 12.2017
RESTAURANT ASSOCIATE, GOLDEN CORRAL
06.2008 - 04.2019
Bootcamp, Microsoft Excel, Python, Pandas, Matplotlib/Seaborn, APIs - Data Analytics
The Ohio State University
Bachelor's Degree - Finance
Franklin University
Associate of Arts - Finance
Columbus State Community College