Brian Fleishman
Customer Service, Logistics, Finance
Haslet,TX
Summary
Client-focused professional with track record of success responding to client needs in accordance with procedures. Performed in roles that required research, open ended reports, auditing and fraud response. Experience building rapport and operating with a team under stressful conditions.
Former Army Medic with experience in combat operations and planing. Former Fidelity Client Relationship Advocate. Highly adaptable, fast learner.
Overview
21
21
years of professional experience
Work History
Client Relationship Advocate
Fidelity Investments
05.2022 - 07.2024
- Certified Stock Broker: Series 7 – General Securities Representative (Federally certified through FINRA).
- Assisted Clients with Trading Stocks, Retirement Accounts and Taxation.
- Delivered World Class Trading and Client Services. High Volume Inbound Call Role.
Customer Service Coordinator
TTI Inc
10.2021 - 05.2022
- Respond to client needs with excellent customer service and prompt problem-solving.
- Perform complaint resolution with patience and a positive attitude in high volume call and email role.
- Troubleshoot logistics and inventory issues using Express Inventory Software.
Supply Chain Technician II
BSW Grapevine Regional
09.2019 - 10.2021
- Order, Receive and Distribute Supplies Throughout the Hospital. Maintain stock in fast paced environment.
- Experience Maintaining Large Storerooms and Keeping Pace with Product Substitutions
- Adept at Integrating with Healthcare Providers to Create a System that meets their needs
- Experience creating Rapport with Vendor Reps in order Mitigate Shortages and Back Orders.
Laboratory Operator
Group 0
04.2019 - 09.2019
- Perform Quality Assurance on High-End Cell Phones
- Utilize Lab Equipment to Perform Durability Tests on Cell Phones
- Utilize Lab Equipment to Assess Refurbished Cell Phones.
Client Support Assistant Lead
Lake County Behavioral Health
10.2017 - 01.2019
- Facilitated Mental Health Peer Support Groups, with Primary Focus being Veterans
- Directed and Created Marketing/Promotional Media for Department
- Supervised and Trained Personnel for Office Operations
- Proposed Budgets for New Groups Based on Cost of Existing Groups
Medical Support Assistant
Veterans Affairs Hospital
01.2016 - 05.2017
- Analyzed Requests from Veterans for Compensation and Pension Department
- Scheduled Appointments for Patients and Managed Doctors Itineraries in Accordance with Complicated and Changing Government Regulations
- Maintained 500+ Veteran Records and Personally Ensured Quality Control
- Conducted QA and Audited Patient Experiences with Sub-Contracted Medical Providers.
Computer Sales, Inventory Specialist, Customer Service Rep
Best Buy
10.2014 - 01.2016
- Trained as a Computer Sales Consultant in Retail Sales
- Provided Excellent Customer Service while Working in Fast Paced, Dynamic Sales Environment
- Experience Educating Customers on New Technology for a Tailored Solution
- Conducted Warehouse Operations and Inventory Management
Student and Volunteer
01.2009 - 08.2014
Combat Medic & Healthcare Specialist
United States Army
11.2003 - 01.2009
- Provided Emergency Medical Care to Soldiers and Civilians.
- Evaluated and Maintained Medical Records for up to 300 Company Personnel.
- Conducted two Deployments to Iraq for 12 Month Durations as a Combat Medic during 2005 and 2007.
- Experience Working in Stressful Combat Situations with a Diverse International Team.
- Trained Soldiers on Mission Critical Skills for Medical Operations.
Education
Bachelor of Science - Public Administration
Florida Atlantic University
05.2001 -
Skills
- Extensive Customer Service Experience Strong Communicator
- Former Fidelity Employee: Client Relationship Advocate at Fidelity Investments
- Strong Knowledge of Fidelity Culture and Values
- Experienced Military Medical First Responder
- Strong Administrative and Interpersonal Skills
- Knowledge and Passion in Emergency Management Planning
- Conflict de-escalation
- Incident Reporting and Investigation
Additional Information
- Series 7 Certified Securities Representative
- Awards: Received Letter of Commendation for Actions in Iraq
- Received Combat Medic Badge for Actions in Iraq
Timeline
Client Relationship Advocate
Fidelity Investments
05.2022 - 07.2024
Customer Service Coordinator
TTI Inc
10.2021 - 05.2022
Supply Chain Technician II
BSW Grapevine Regional
09.2019 - 10.2021
Laboratory Operator
Group 0
04.2019 - 09.2019
Client Support Assistant Lead
Lake County Behavioral Health
10.2017 - 01.2019
Medical Support Assistant
Veterans Affairs Hospital
01.2016 - 05.2017
Computer Sales, Inventory Specialist, Customer Service Rep
Best Buy
10.2014 - 01.2016
Student and Volunteer
01.2009 - 08.2014
Combat Medic & Healthcare Specialist
United States Army
11.2003 - 01.2009
Bachelor of Science - Public Administration
Florida Atlantic University
05.2001 -
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