Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Andrew Wulf

Indianapolis,IN

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Specialist

Charles Schwab
Indianapolis, IN
01.2018 - Current
  • Assessed customer needs and developed solutions to meet those needs.
  • Coordinated with other departments to ensure successful completion of projects.
  • Implemented best practices in the use of tools and technologies related to assigned duties to ensure compliance with law and Schwab policy
  • Analyzed complex problems and identified effective solutions.
  • Reviewed processes and procedures to identify areas of improvement.

Specialist- Retirement Services

Charles Schwab
Indianapolis, IN
01.2012 - 12.2017
  • Provided technical support for customers in resolving complex issues.
  • Exercised versatility in fast-paced, agile work environments.
  • Participated in ongoing training and compliance activities.
  • Managed and resolved incidents according to service agreements.
  • Leveraged specialized knowledge to act as subject matter expert within organization.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Maintained positive working relationship with fellow staff and management.

Education

Bachelor of Arts - Economics

Indiana University Bloomington
Bloomington, IN
12-2020

Skills

  • Quality Assurance
  • Customer Relations
  • Quality Assessment
  • Management collaboration
  • Proficient in GenTran, Excel, MyQ, Bluezone
  • Program Evaluation
  • Attention to Detail
  • Active Listening
  • Decision-Making
  • Self Motivation
  • Time management abilities

Certification

  • Series 6, 7, 63, 9/10 Licenses

Timeline

Senior Specialist

Charles Schwab
01.2018 - Current

Specialist- Retirement Services

Charles Schwab
01.2012 - 12.2017

Bachelor of Arts - Economics

Indiana University Bloomington
Andrew Wulf