Alex Pete
Charlotte,NC
Overview
6
6
years of professional experience
1
1
Certification
Work History
Trade Enablement Assistant
Wells Fargo
Charlotte, NC
09.2023 - Current
- Served as contact person and source of information to maintain good communication with clients.
- Handled incoming calls and directed callers to appropriate department or employee.
- Placed trades and provided education in regards to brokerage products and services.
Contractor
Associate Staffing
Charlotte, NC
05.2023 - 09.2023
- Utilized critical thinking skills to obtain SIE, Series 7 and Series 63 licenses
- Analyzed information in order to apply it to scenario based questions
Restaurant Organization and Sanitation Specialist
Bulla Gastrobar
Charlotte, NC
09.2021 - 09.2022
- Reported to the Partnering General Manager, responsible for restaurant presentation and overall employee and guest satisfaction
- Charted restaurant seating map, allowing for seating requests from guests while being mindful of server loads
- Acted as liaison between staff and management to facilitate and maintain healthy business and customer relationships
- Utilized exceptional customer service skills to greet and take care of customers.
Organization Specialist (Seasonal)
Weyerhaeuser
Grifton, NC
05.2019 - 08.2019
- Supported warehouse management and production by identifying safety hazards and establishing safety procedures
- Configured and assembled new offices
- Collaborated with management to organize and file documentation and support daily operations.
Sales Associate
Boost Mobile
Kinston, NC
02.2018 - 08.2018
- Reported to the Senior Store Manager and specialized in customer service and cash management
- Consistently met/exceeded sales targets driving increase in store/regional performance
- Trained and developed new sales representatives
- Assumed managerial responsibility by preparing money orders and completing bank deposits.
Education
Bachelor of Science - Economics -
UNC Charlotte
01.2022
Skills
- Customer Service
- Consultative Sales
- Microsoft Office/Google Suite
- Organization Skills
- Data Analysis
- Data Entry
- Conflict Mediation
- Leadership
- Time Management
Certification
- FINRA SIE
- FINRA SERIES 7
- NASAA SERIES 63
Timeline
Trade Enablement Assistant
Wells Fargo
09.2023 - Current
Contractor
Associate Staffing
05.2023 - 09.2023
Restaurant Organization and Sanitation Specialist
Bulla Gastrobar
09.2021 - 09.2022
Organization Specialist (Seasonal)
Weyerhaeuser
05.2019 - 08.2019
Sales Associate
Boost Mobile
02.2018 - 08.2018
Bachelor of Science - Economics -
UNC Charlotte