Christian Early
Pensacola,FL
Overview
3
3
years of professional experience
Work History
Investment Advisor
Navy Federal Investment Services
03.2023 - Current
- Increased client satisfaction by providing customized investment advice tailored to individual financial goals.
- Held virtual appointments with members to come up with goals, and present investment recommendations.
- Educated clients on various investment products, empowering them to make informed decisions about their financial future.
- Used trackers and other tools to follow money movement from multiple channels into NFIS
Investment Associate
Navy Federal Investment Services
05.2022 - 03.2023
- Developed tracking system for team to allow for tasks to be followed up on and completed.
- Came up with best practices for Phone & Chat team to help team achieve better member satisfaction.
- Tutored new ISC members in the series 7 and Series 66.
Member Service Representative
Navy Federal Credit Union
04.2021 - 04.2022
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
Education
Bachelor of Science - Finance
The University of West Florida
Pensacola, FL12.2020
Skills
- Proficient in UNIO, NetEx 360, and Envestnet
- Actively Promotes team engagement
- Excellent time management and organizational Skills
- Retirement planning
Timeline
Investment Advisor
Navy Federal Investment Services
03.2023 - Current
Investment Associate
Navy Federal Investment Services
05.2022 - 03.2023
Member Service Representative
Navy Federal Credit Union
04.2021 - 04.2022
Bachelor of Science - Finance
The University of West Florida
Similar Profiles
VALERIE VITALEVALERIE VITALE
Investment Services Associate at Navy Federal Investment ServicesInvestment Services Associate at Navy Federal Investment Services
Tammy DykemaTammy Dykema
Remote Title Curative Specialist at Navy Federal Title Services May 2020 to Oct 2022Remote Title Curative Specialist at Navy Federal Title Services May 2020 to Oct 2022
Neissa MerizierNeissa Merizier
Student Trainee at Federal Retirement Thrift Investment BoardStudent Trainee at Federal Retirement Thrift Investment Board
Sierra WilsonSierra Wilson
Direct Support Professional at Pensacola Developmental CenterDirect Support Professional at Pensacola Developmental Center
Resia WilliamsResia Williams
Call Center Representative at EyeSouth PartnersCall Center Representative at EyeSouth Partners