Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Carson Sheeley

Northlake,TX

Summary

Tenured Stock Broker dedicated to competently and efficiently assisting clients in all their financial needs. Driven to take ownership to solve and complete any task presented to me. Proven as a valuable asset to the firm due to accuracy, efficiency, and competency when operating with any case.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Specialist, CS&S Core Service

Charles Schwab & Co
01.2023 - Current
  • Achieved Professional of the Month in the month of September 2023 for excellence in serving our clients, as well as boosting teams metric performance In OSAT and AHT.
  • Comprised multiple presentations in reference to retirement education, call behaviors, and job efficiency to present during team meetings.
  • Promoted to Specialist broker from Associate within 5 months of starting due to proficiency in metrics across the board and exceeding role expectations.
  • Took initiative to mentor and lead newer brokers through ghosting sessions, generating resources (visuals aids and OneNotes), and in-person support.
  • Acquired Retirement, Security, and Advanced Broker training to more efficiently assist clients in a wide variety of financial portfolio needs.
  • Maintained a perfect record with no trade errors or ODB errors by the end of year by remaining diligent and focused on each case.

Business Development Representative

The Brokerage House
07.2022 - 10.2022
  • Developed strategic relationships with existing customers by learning preferences and managing consistent communication.
  • Used digital methods and traditional telephone approaches to generate sales leads.
  • Managed friendly and professional customer interactions.
  • Answered customers' questions regarding products, prices and property availability.
  • Maintained up-to-date knowledge of available properties to best serve customers and maximize sales potential.
  • Customized personal sales strategy for individual clients.
  • Trained new co-workers on how to properly operate in the sales team efficiently and accurately.

Sales Advisor- Verizon Representative

Best Buy
10.2021 - 07.2022
  • Simplified sales transactions to ensure a beneficial customer experience.
  • Trained all relevant coworkers on current deals, sales incentives, and department goals.
  • Listened to customer issues in order to provide an optimal solution.
  • Maintained current knowledge of product sales and changes in order to provide best possible service for all customer needs.
  • Tasked with setting up department sales meetings to effectively demonstrate product features and competitive advantages to coworkers as specific product training.
  • Developed and delivered engaging sales presentations to convey product benefits and value custom to each client.

General Laborer

84 Lumber
10.2020 - 10.2021
  • Measured dimensions of finished pieces for conformance to specifications.
  • Worked alongside sales account managers to discuss and implement best practices as an inspector to ensure customer satisfaction.
  • Performed quality checks on products and materials to identify any defects.
  • Loaded, unloaded and moved material to and from storage and production areas.
  • Operated forklift to load and unload materials and equipment on trucks.
  • Followed written instructions to construct various types of equipment.

Sales Associate

Home Depot
03.2018 - 05.2019
  • Engaged with customers to build rapport and loyalty.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Maintained inventory records by navigating the companies record keeping system.

Education

High School Diploma -

Anoka High School
Anoka, MN
05.2017

Skills

  • Proficient in retirement topics
  • Advanced trade order placement
  • Expert in Schwab systems
  • Analyzing MyQ cases
  • Complex problem solving
  • Interpersonal communication
  • Employee training
  • Creating presentations
  • Presenting to peers

Certification

  • Series 7
  • Series 63

Timeline

Specialist, CS&S Core Service

Charles Schwab & Co
01.2023 - Current

Business Development Representative

The Brokerage House
07.2022 - 10.2022

Sales Advisor- Verizon Representative

Best Buy
10.2021 - 07.2022

General Laborer

84 Lumber
10.2020 - 10.2021

Sales Associate

Home Depot
03.2018 - 05.2019

High School Diploma -

Anoka High School

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Carson Sheeley