Andrew Patterson
Altamonte Springs,FL
Summary
Hardworking employee enthusiastic about learning Financial field inside and out. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building and problem-solving abilities.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Brokerage Services Representative Specialist
Charles Schwab
07.2022 - Current
- Working alongside other registered representatives on day to day basis to assist and provide solutions to clientele regarding stock market, portfolio inquiries, as well as any other pertaining details
- Additional training in retirement accounts, brokerage tax, and identity theft training.
- Provided comprehensive product/service information to customers, enabling informed decision-making processes.
- Coordinated with various departments to resolve complex client issues effectively and in timely manner.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
SHIFT MANAGER AND SPECIAL EVENT SECURITY
CENTURY SECURITY
01.2014 - 07.2022
- Demonstrated effective handling of daily workload
- Worked effectively with customers and other supervisors to lead teams of security professionals tasked with protecting high profile Orlando based assets/and clients
- Deployed to multiple security venues and sites to supervise up to 250 security personnel and work alongside agencies such as the ATF, FBI, and Homeland security while achieving outstanding results and providing excellent customer service.
- Handled escalated customer issues effectively, demonstrating strong problem-solving skills while upholding company values and standards.
- Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
HVAC MECHANICAL PROJECT MANAGMENT
JAGC CONSULTING
01.2009 - 01.2014
- Regularly met with clients to ensure their continued satisfaction while maintaining and providing excellent customer service
- Ensured continued clients service level agreements were being met consistently
- Recognized for the ability to resolve concerns and proactively work through issues to meet the needs of managers, colleagues & clients.
- Collaborated with cross-functional teams to successfully complete complex engineering projects on time and within budget.
Education
Bachelor of Science - Business Administration
UNIVERSITY OF CENTRAL FLORIDA
Orlando, FL05.2008
Skills
- RESEARCH
- PROBLEM SOLVING
- TEAM COORDINATION
- COMMUNICATION
- CUSTOMER SERVICE
- Strong Work Ethic
- Listening Skills
- Handling Customer Complaints
Certification
- FINRA Series 7
- FINRA series 63
- Florida 6-20 PPIA Insurance Adjuster License
Timeline
Brokerage Services Representative Specialist
Charles Schwab
07.2022 - Current
SHIFT MANAGER AND SPECIAL EVENT SECURITY
CENTURY SECURITY
01.2014 - 07.2022
HVAC MECHANICAL PROJECT MANAGMENT
JAGC CONSULTING
01.2009 - 01.2014
Bachelor of Science - Business Administration
UNIVERSITY OF CENTRAL FLORIDA