Carlos Thompson
Ann Arbor,MI
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments as well as alone. Diligent worker with strong communication and task prioritization skills.
Overview
2
2
years of professional experience
Work History
Investment Advisor Representative
Stonepath Wealth Management
Ann Arbor, MI
08.2023 - Current
- Joined created initiatives focused on improving overall customer experience within the firm, leading to increased loyalty among existing clients and successful acquisition of new business prospects.
- Contacted potential clients to pursue sales and gather funds.
- Pursued leads, set appointments, and brought in new customers to increase revenue.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Educated clients on potential risks and rewards associated with various investments.
Assistant Manager
SNIPES USA
Ann Arbor, MI
10.2021 - 11.2023
- Recognized, understood, and communicated customer merchandise needs
- Ability to quickly resolve customer relation as well as business operation problems that came up.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Demonstrated leadership in driving sales and profitability by achieving or exceeding all established store and individual goals
- Monitoring and evaluating individual performance in the following areas: sales volume, hourly production, units per transaction, charge accounts and loss prevention.
Education
Bachelor of Arts - Economics
University of Michigan
Ann Arbor, MI08.2022
Skills
- Logical and Critical Thinking
- Systematic Data Analysis
- Analytical Problem Solving
- Interpersonal Communication
- Public Affairs
- Microsoft Excel
Timeline
Investment Advisor Representative
Stonepath Wealth Management
08.2023 - Current
Assistant Manager
SNIPES USA
10.2021 - 11.2023
Bachelor of Arts - Economics
University of Michigan