Chelcey Salyers
Aurora,CO
Summary
Motivated and accomplished professional with a solid track record of achievement. Skilled leader with strong organizational and prioritization abilities. Responsible, proficient, and passionate about driving excellence. Committed to exceeding expectations and continually improving skills.
Overview
6
6
years of professional experience
Work History
Alternative Investment Specialist
Charles Schwab
Lonetree, CO
07.2021 - Current
- Provides support for AI case work
- Determined necessary paperwork for fulfilling client demands
- Ensure client comprehension of Alternative Investments requirements
- Worked collaboratively on process enhancement initiatives.
- Provided support during training sessions
Insurance Sales and Marketing Associate
State Farm
Centennial, CO
02.2019 - 07.2021
- Managed current clientele while also expanding customer base.
- Assisted customers in safeguarding their assets, income, and loved ones
- Maximized the potential of qualified plans through comprehensive management of clients' financial portfolios.
Team Managaer/Dispatcher
Mile High Prime Delivery
Englewood, CO
11.2018 - 02.2019
- Resolved logistical issues related to transportation and computing systems while serving as an on-site HR liaison.
- Pertinent strategic analysis led to the success of day-to-day operations.
- Provided on road assistance for driver route optimization.
Education
Nursing
Beckfield College
Florence, KYSkills
- Understanding Customer
Needs - Courteous with Strong
Service Mindset - Efficient and Detail-
Oriented
- Management Organization
- Critical thinking
- Social perceptiveness
Timeline
Alternative Investment Specialist
Charles Schwab
07.2021 - Current
Insurance Sales and Marketing Associate
State Farm
02.2019 - 07.2021
Team Managaer/Dispatcher
Mile High Prime Delivery
11.2018 - 02.2019
Nursing
Beckfield College
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