Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Fidelity Digital Asset Client Representative 3
Fidelity
08.2022 - Current
Provided white-glove customer service and problem-solving solutions to all clients
Up-skilled colleagues to have up to date information on cutting edge technologies such as NFTs AMMs and consensus mechanisms
Curated research processes to evaluate competitors in cryptocurrency client service, providing comprehensive presentations that helped aim client service product in comprehensive direction
Communicated with proper stakeholders on research and project building
Assisted in bringing text messaging and appointment based service to FDA
Created and managed NFT based security solution with colleagues, achieving finalist position in an internal startup competition
Assisted Fidelity Digital Assets investigations team conducting detailed and thorough investigations into fraud and other violations
Worked with necessary compliance stakeholders, within FDA and Fidelity Investments organization.
Logged and responded to client inquiries to improve service processes.
Wine Captain (Manager)
El Gaucho Seattle
01.2016 - 01.2022
Conducted purchasing and management of $120,000.00 wine portfolio
Assisted in creation of retail wine program that assisted revenues during Covid
Organized and conducted educational opportunities on new or previously listed wines
Managed 20 person FOH team focused on providing excellent 5 star service, ensuring every guest is VIP
Was entrusted to serve established VIP guests such as Jeff Bezos, Bill Gates and Edward Jung
Managed several different tables and 3 course meals separately to ensure proper experience was had by all
Knowledgeable on wines as well as steaks sauces and allergies that may arise
Ensured all food was correctly prepared and sent to correct table all while working alongside Chef de Cuisine to ensure perfection.
Developed and maintained relationships with customers and suppliers through account development.
Cross-trained existing employees to maximize team agility and performance.
Accomplished multiple tasks within established timeframes.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
Launched quality assurance practices for each phase of development
Established team priorities, maintained schedules and monitored performance.
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Set aggressive targets for employees to drive company success and strengthen motivation.
Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty
Education
High School Diploma -
Mckinleyville High School
Mckinleyville, CA
05.2014
Skills
Crypto
Leadership
Presentations
Client Service
Purchasing
Client Service Strategy
Investigations
AGILE Management
Software
Salesforce
NICE/ Genesys
Microsoft Suite
G-Suite
Programming
Python
Java
SQL
Timeline
Fidelity Digital Asset Client Representative 3
Fidelity
08.2022 - Current
Wine Captain (Manager)
El Gaucho Seattle
01.2016 - 01.2022
High School Diploma -
Mckinleyville High School
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