Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brock Brumfield

Medina

Summary

Detail-oriented professional with excellent communication, interpersonal, and creative thinking skills. Hardworking and experienced professional with proven knowledge of employee empowerment, grievance proceedings, and event planning. Frequently praised as hard-working by my peers and leaders, I can be relied upon to help your company achieve its goals.

Overview

5
5
years of professional experience

Work History

401K Specialist/Supervisor

Charles Schwab
Richfield, OH
08.2023 - Current
  • Service Retirement Accounts(401k's, and Pensions)
  • Assist with requested modifications
  • Deferral Rate Changes, Rollover/Distributions, Loans, Pension payments, etc.
  • Educate participants and process requested account changes
  • Discuss investment options, place trades, help with enrollments
  • Handles sensititive clients, escalation, financial risk, and fraud calls
  • Engagement Liaison - Keep team updated on events throughout year put on by employer, engage in team activities and meetings

VITA TAX INTERNSHIP

Meadville VITA
Meadville, PA
01.2023 - 05.2023
  • Tax Data Entry/Returns for locals
  • Customer Service
  • Oversaw Tax returns done by other interns

GOLF ATTENDANT

Fox Meadow Country Club
Medina, OH
05.2021 - 08.2021
  • Greeted guests upon arrival at the golf facility to provide an enjoyable experience throughout their visit.
  • Assisted customers with golf equipment selection and rental, providing product knowledge and advice.
  • Handled customer complaints in a professional manner while resolving issues in a timely fashion.
  • Monitored use of driving range facilities to ensure efficient operations while keeping customer satisfaction top priority.
  • Trained new employees on proper handling of customer inquiries, club storage protocols, and other operational processes.

Education

Bachelor of Arts (B.A.) - Psychology

Allegheny College
Meadville, PA, US
05.2023

Skills

  • Participant Communication Strategies
  • Multitasking
  • Time Management
  • Problem-solving abilities
  • Excellent Communication
  • Reliability
  • Teamwork and Collaboration
  • Attention to detail
  • Organizational Skills
  • Adaptability and Flexibility
  • Self Motivation

Timeline

401K Specialist/Supervisor

Charles Schwab
08.2023 - Current

VITA TAX INTERNSHIP

Meadville VITA
01.2023 - 05.2023

GOLF ATTENDANT

Fox Meadow Country Club
05.2021 - 08.2021

Bachelor of Arts (B.A.) - Psychology

Allegheny College