Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cheyenne Ferry

Keller

Summary

Highly adaptable professional pursuing a lifelong passion for education. Skilled in creating educational resources and fostering collaborative, empathy-driven relationships. Currently employed in a highly flexible role with evening and weekend shifts while pursuing teaching certification with Iteach Texas.

Overview

11
11
years of professional experience
2
2
Certifications

Work History

Financial Services Representative

Charles Schwab & Co
Westlake
10.2024 - Current
  • Primary contact for educating clients about investment options, market trends, and financial principles.
  • Cultivated mentorship culture through development of continuous education resources for team members.
  • Served clients with individualized approach by identifying opportunities proactively and communicating empathetically.
  • Prioritized educational resources to enhance long-term financial wellness for clients.
  • Proactively sought educational and internal professional development opportunities.

Financial Services Representative

Charles Schwab & Co
Phoenix
10.2018 - 07.2021
  • Obtained Series 7 and 63 licensing without prior industry experience.
  • Utilized over seven complex systems in daily function, including Microsoft Suite.
  • Proactively sought completion of higher education, accounting for the sabbatical between roles.

Primary Instructor, Lead

Kumon Learning Center
Gilbert
08.2015 - 05.2017
  • Trained and mentored new instructors in effective teaching methodologies and classroom operations.
  • Monitored student progress and provided constructive feedback regularly.
  • Provided individualized instruction to meet the needs of all learners.
  • Facilitated math and reading sessions that improved student comprehension and engagement.
  • Tutored students needing extra help and provided targeted practice work to enhance understanding of concepts.

Education

Bachelor of Science - Consumer Experience Management

University of North Texas
Denton, TX
05-2023

Skills

  • Written communication
  • Complex Problem-solving
  • Organizational skills
  • Cross-functional support
  • Conflict resolution
  • Behavior management
  • Individualization
  • Maintaining safe environments

Certification

Series 7 - FINRA

Timeline

Financial Services Representative

Charles Schwab & Co
10.2024 - Current

Financial Services Representative

Charles Schwab & Co
10.2018 - 07.2021

Primary Instructor, Lead

Kumon Learning Center
08.2015 - 05.2017

Bachelor of Science - Consumer Experience Management

University of North Texas
Cheyenne Ferry