Summary
Work History
Education
Volunteer And Affiliations
Professional Development
2023 Accomplished Certifications
Timeline
Generic

ANGELA M. ROARK

Summary

Empathic listening to understanding clients' needs and efficiently resolving their concerns. Attention to detail, consistently going above and beyond clients' expectations. Engage in a positive and upbeat manner. The gift to read people and situations beyond what is spoken are my foundation of success.

Work History

Senior Wealth Advisor Specialist

UBS Wealth Management
  • Exceptional customer service, promptly and efficiently handling inbound phone calls.
  • Delivered exceptional customer service by promptly addressing client inquiries and resolving complex issues.
  • Developed and maintained strong relationships with clients listening and understanding their needs.

Vice President - Investments/Assistant Manager

Smith Barney, Citigroup
  • Natural ability to relate and establish trusted relationships.
  • Engaged in all particulars, sales and compliance, audits, organizing and delivering weekly sales office meetings and provide timely logistics information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.

Trust Specialist/Financial Planning Specialist

A.G. Edwards & Sons, Inc.
  • Enhanced client trust and satisfaction by effectively managing their financial assets and providing personalized solutions.
  • Developed comprehensive trust strategies for clients, resulting in increased asset retention and growth.
  • Streamlined processes for account openings and closings, improving efficiency and reducing errors.

Education

Bachelor Of Arts In English & Art -

Northern State University
Aberdeen, SD

Edward W. Deming - Total Quality Management -

Neill Quality College
Hammond, LA

Volunteer And Affiliations

  • Bank of America Advisory Panel
  • Business Network of America, President
  • Chamber of Commerce, Board Member
  • Habitat for Humanity, Volunteer
  • Girls, Inc., Board Member
  • Red Cross, Board Member
  • Sherman Service League
  • Charity Ball - Chairman
  • Sponsorship Donations - Chairman
  • Finely Center Redecorating Project - Chairman
  • Symphony Guild, Member
  • United Way, Board Member
  • Young Life, Volunteer

Professional Development

  • Citigroup Leadership Development Program Graduate
  • National Training Development Officer, Guest Trainer
  • Completed Branch Audit-New York
  • Citigroup Leadership Assessment Completion
  • Earned Financial Planning Specialist Designation
  • A.G. Edwards & Sons, Inc.-Trust Officer Designation
  • Completed Franklin Covey 360-Professional/Personal Degree Assessment
  • General Securities Sales Supervisor-Series 9 and 10
  • Uniform Securities Agent State Law-Series 63
  • General Securities Representative-Series-7
  • Texas Insurance General Lines-Life, Accident, Health

2023 Accomplished Certifications

  • Alison Customer Service Skills
  • Customer Service-Your Ultimate Guide

Timeline

Senior Wealth Advisor Specialist

UBS Wealth Management

Vice President - Investments/Assistant Manager

Smith Barney, Citigroup

Trust Specialist/Financial Planning Specialist

A.G. Edwards & Sons, Inc.

Bachelor Of Arts In English & Art -

Northern State University

Edward W. Deming - Total Quality Management -

Neill Quality College

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ANGELA M. ROARK