Cameron Lenox
Summary
Finance professional with licensing credentials and compliance background seeking entry-level roles in operations, compliance, or client services. Strong foundation in regulatory standards, attention to detail, and client-focused service from both financial and sales environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Licensing Trainee
Wells Fargo
Charlotte, NC
04.2026 - 06.2026
- Completed intensive full-time licensing preparation program (40 hrs/week) focused on FINRA securities licensing.
- Successfully obtained Securities Industry Essentials (SIE) exam certification.
Account Data Verification Specialist (Contract)
LPL Financial
Fort Mill, SC
01.2026 - 03.2026
- Validated KYC and CIP information across 3,000+ client accounts during post-merger data transfer to ensure regulatory compliance.
- Verified accuracy and completeness of sensitive client data to ensure seamless account access following firm transition.
Server
Brixx Wood Fired Pizza
Charlotte, NC
08.2025 - 12.2025
- Provided exceptional customer service, and enhancing dining experience, ensuring guest satisfaction
Sales Development Representative Intern
DoorDash
Wilmington, NC
08.2024 - 04.2025
- Conducted 15+ high-volume in-person merchant drop-ins weekly and cold calls to qualify decision makers.
- Partnered with account executives to advance the interests of both DoorDash and merchant prospects.
Lead Marketing & Business Development Intern
TransTech Energy
Wilmington, NC
01.2024 - 08.2024
- Developed and executed sales/marketing strategies through outreach and prospecting with leadership.
- Supported newsletters, email campaigns, and social media via HubSpot to boost brand awareness.
Head Coach
Wrightsville Beach Lacrosse
Wilmington, NC
01.2024 - 05.2024
- Led practices and games for U8–U14 teams while developing age-appropriate training plans.
Server
Brixx Wood Fired Pizza
Charlotte, NC
04.2020 - 07.2022
- Delivered high-quality service in a fast-paced, high-volume environment while coordinating with team members.
Education
B.S. - Business Administration, Marketing-Professional Selling
University of North Carolina Wilmington
05.2025
Skills
- Operations & Compliance: KYC/CIP Verification, Regulatory Documentation Review, Compliance Accuracy, Workflow Management
- CRM & Tools: Salesforce, HubSpot, Smartsheet, LinkedIn Sales Navigator, Canva, Microsoft Office
- Communication: Prospecting, Cold Calling, Objection Handling, Negotiation, Team Collaboration, Customer service
Certification
Securities Industry Essentials (SIE) – FINRA Certified
Timeline
Financial Licensing Trainee
Wells Fargo
04.2026 - 06.2026
Account Data Verification Specialist (Contract)
LPL Financial
01.2026 - 03.2026
Server
Brixx Wood Fired Pizza
08.2025 - 12.2025
Sales Development Representative Intern
DoorDash
08.2024 - 04.2025
Lead Marketing & Business Development Intern
TransTech Energy
01.2024 - 08.2024
Head Coach
Wrightsville Beach Lacrosse
01.2024 - 05.2024
Server
Brixx Wood Fired Pizza
04.2020 - 07.2022
B.S. - Business Administration, Marketing-Professional Selling
University of North Carolina Wilmington