Avi Singh
Frisco
Summary
Dynamic professional with a proven track record at Charles Schwab, excelling in managing client accounts, demonstrating proficiency in complex trading issues, and being a leader at the Trade Desk for one of the largest brokerage firms in the country. Adept at cultivating relationships with clients and solving complex problems, consistently meeting ambitious goals while maintaining a focus on quality and compliance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Sr. Specialist, Trader 2
Charles Schwab
09.2024 - Current
- Taking the highest complexity of inbound calls on the Charles Schwab Trade Desk, with respect to topics such as advanced options trading, advanced margin calls, and some futures trading
- Lead client conversations around the Thinkorswim Suite of platforms and portfolio management
Specialist, Trader 1
Charles Schwab
01.2022 - 09.2024
- Assist with inbound phone capacity as a licensed broker on the Charles Schwab Trade Desk
- Facilitate complex trading issues with clients with respect to trading, hedging, margin calls, and basic account management
- Present quarterly Trader Talk presentations to peers
Mortgage Specialist
PennyMac Financial Services
02.2021 - 01.2022
- Responsible for direct communication with all borrowers regarding VA/ USDA/ FHA loan types
- Proficient in Ellie Mae Encompass program
- Weekly compliance training, leading to knowledge of FINRA regulations
- Daily communication with lenders, title companies, and all borrowers
- Responsible for managing sensitive information, updating borrower files, and navigating all mortgage systems to assist in all mortgage related inquiries
Account Manager
Quality Custom Distribution
06.2019 - 02.2021
- Responsible for daily communications with all Chick-Fil-A and Chipotle stores in assigned region
- Processing and revising all outbound shipping orders for the individual markets, mainly in Orlando and Miami
- Taking a large volume of phone calls per day when needed (100-150 calls on average)
- Assisted with payment collection and fund/credit reimbursements for vendors and suppliers
Education
Bachelor of Science - Economics And Neuroscience (Unfinished)
The Ohio State University
Columbus, OHSkills
- Time Management
- Fast-paced Learning
- Detail Oriented
- Active Listening
Accomplishments
- Winner of the Charles Schwab Founder's Award - 2024
- Multiple times winner of the Excellence in Service Award - 2024 & 2022
- Trader of the Month - 2024 & 2023
- Winner of the Trader Education Portal Challenge - 2024
Certification
- Series 7, 63, and 3
Timeline
Sr. Specialist, Trader 2
Charles Schwab
09.2024 - Current
Specialist, Trader 1
Charles Schwab
01.2022 - 09.2024
Mortgage Specialist
PennyMac Financial Services
02.2021 - 01.2022
Account Manager
Quality Custom Distribution
06.2019 - 02.2021
Bachelor of Science - Economics And Neuroscience (Unfinished)
The Ohio State University