Brett Bouchet
Ventura,CA
Summary
Motivated financial professional seeking position as Financial Assistant to gain hands-on experience under a financial advisor. Attentative and friendly with strong drive to succeed.
Overview
7
7
years of professional experience
Work History
PlanMember Services Representative Tier III
PlanMember Services
Carpinteria, CA
07.2022 - Current
- Answer customer and rep inquiries and provided accurate information regarding services.
- Resolve customer and rep complaints in a timely manner while maintaining a professional attitude.
- Gain knowledge of the transactions and systems PlanMember uses on a daily basis.
Cashier
Chick-fil-A
Ventura, CA
06.2017 - 09.2021
- Operated cash register, collected payments and provided accurate change.
- Trained new team members in cash register operation, stock procedures and customer services.
Education
Associate of Science - Business
Ventura College
Ventura, CA05.2020
Bachelor of Science - Business Administration
California State University - Channel Islands
Camarillo, CA05.2022
Security Industry Essentials License + Series 6 License -
FINRA
03-2023
Skills
- Issue resolution
- Communication skills
- Time management
- Decision making
- Analytical skills
- Proficient in PlanMember Systems
Affiliations
Overall GPA 3.625
Actively invested and followed the performance of the Financial Markets Since 2018
Completed two projects involving stock analysis
Timeline
PlanMember Services Representative Tier III
PlanMember Services
07.2022 - Current
Cashier
Chick-fil-A
06.2017 - 09.2021
Associate of Science - Business
Ventura College
Bachelor of Science - Business Administration
California State University - Channel Islands
Security Industry Essentials License + Series 6 License -
FINRA
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