Badria Schultz
Los Angeles,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
2
2
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
Associate Wealth Management Advisor
Northwestern Mutual
Los Angeles, CA
05.2016 - 12.2021
- Created Investment Plans for potential clients with Advisor
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Solved problems and managed funds delivery to and from customers.
- Communicated with potential and existing clients about financial planning needs and decisions.
- Resolved problems, improved operations and provided exceptional service.
- Managed and booked appointments with potential customers and branch staff.
Food Prep Cooking Assistant
La Cocinera
Killeen, TX
01.2016 - 04.2016
- Trained and assisted new kitchen staff members.
- Maintained clean, hygienic kitchen workspace by sweeping, mopping and taking out trash.
- Took food orders from cashiers and cooked items quickly to complete order items together and serve hot.
- Maintained composure and work quality while under stress.
- Contributed to consistent customer satisfaction rating by producing high-quality food and providing timely service.
Education
Bachelor of Science - Business Administration
Mount Saint Mary's University
Los Angeles 08.2019 - Current
Skills
Problem-Solving
Customer Service
Written Communication
Attention to Detail
Leadership
Certification
Series 7
Timeline
Bachelor of Science - Business Administration
Mount Saint Mary's University
08.2019 - Current
Associate Wealth Management Advisor
Northwestern Mutual
05.2016 - 12.2021
Food Prep Cooking Assistant
La Cocinera
01.2016 - 04.2016