Summary
Overview
Work History
Education
Skills
Certifications
Timeline
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Brooke Stephens

Gaithersburg ,MD

Summary

Friendly and fast-paced professional with 4+ years of experience in client service and food hospitality. Known for delivering great guest experiences in busy environments, from high-volume restaurants to front desk customer support. Recently trained and certified in bartending and alcohol service, now seeking to bring that energy and efficiency behind the bar as a bartender.

Overview

7
7
years of professional experience

Work History

Client Service Associate

Vanguard
Washington, DC
06.2024 - Current
  • Review retirement account forms for accuracy and regulatory compliance
  • Ensure documentation is in good order before processing client requests
  • Maintain confidentiality and uphold internal compliance standards
  • Communicate with internal teams to resolve form errors or missing info

Client Specialist

Milan Laser Corporate
Gaithersburg, Maryland
06.2023 - 06.2024
  • Assists with scheduling and appointment management to ensure efficient utilization of resources.
  • Provides exceptional customer service to clients to foster a positive relationship.
  • Collaborates with clinic staff to meet monthly sales goals through the promotion of services and incentives.
  • Performs various administrative tasks to support the Sales Manager in daily operations, including but not limited to filing, record-keeping, and financial transactions.
  • Executes daily opening and closing procedures to maintain operational efficiency.
  • Manages client inquiries and appointments via phone, ensuring accurate and timely communication.
  • I ensure compliance with relevant privacy regulations, particularly the Health Insurance Portability and Accountability Act (HIPAA) in safeguarding customers' personal information.

Server

Green Turtle Bar And Grill
Washington, DC
01.2021 - 07.2023
  • Provided fast, friendly service in a high-volume sports bar setting.
  • Managed 5 to 8 tables during peak shifts while staying calm under pressure.
  • I took and entered orders using Toast POS, including split checks and custom modifications.
  • Collaborated closely with the bar staff and kitchen to ensure timely drink service.
  • Maintained a clean, organized section, and helped with closing duties.

Client Services Representative

United America Financial Inc.
Silver Spring, Maryland
08.2021 - 06.2023
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Explained advantages, features and disadvantages of Life Insurance various policies to promote sale of plans, boosting overall sales.
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Assisted staff in delivering retirement and annuity counseling information to clients, facilitating informed decision-making regarding financial planning for retirement.
  • Uphold compliance with pertinent cybersecurity laws, notably the Gramm-Leach-Bliley Act (GLBA), ensuring the protection of customers' financial information.

Host

Founding Farmers
Washington, DC
01.2021 - 12.2022
  • Greeted and managed seating for roughly 200+ guests per shift in a high-volume restaurant
  • Averaged 15–20 tables sat per hour during peak periods
  • Accurately took and entered guest orders using the Toast POS system, knowledgable about order modifications and split checks
  • Maintained a clean, welcoming environment and supported bar staff with garnishes, glassware prep, and closing duties
  • Trained new hosts on guest flow and table rotation for fast service delivery

Intern

United America Financial Inc.
Silver Spring, Maryland
08.2018 - 08.2021
  • Answered and transferred incoming telephone calls, taking messages for various staff members.
  • Discussed financial options with clients and provided informed suggestions.
  • Utilized database and software system to log information for at least 50 customers per day and ensure data entry is accurate and complete.

Education

B.S - Cybersecurity and Information Assurance

Western Governors University
08-2025

High School Diploma -

Washington Leadership Academy
District Of Columbia
06.2021

Skills

  • Microsoft Word
  • Excel
  • PowerPoint

Certifications

  • TAM Certification — Certified in Responsible Alcohol Service
    Completed training on legal compliance, checking IDs, preventing over-service, and alcohol safety
  • Professional Bartending School, Arlington, VA — Graduated July 2025
    Hands-on training in mixology, speed pouring, bar setup/cleanup, and customer service
    Gained experience with drink recipes, garnishes, glassware, and working in simulated bar environments
  • Comptia A+, Comptia Network + (In progress)

Timeline

Client Service Associate

Vanguard
06.2024 - Current

Client Specialist

Milan Laser Corporate
06.2023 - 06.2024

Client Services Representative

United America Financial Inc.
08.2021 - 06.2023

Server

Green Turtle Bar And Grill
01.2021 - 07.2023

Host

Founding Farmers
01.2021 - 12.2022

Intern

United America Financial Inc.
08.2018 - 08.2021

B.S - Cybersecurity and Information Assurance

Western Governors University

High School Diploma -

Washington Leadership Academy

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