Christian Early
Pensacola,FL
Overview
3
3
years of professional experience
Work History
Investment Advisor
Navy Federal Investment Services
Pensacola, FL
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
Pensacola, FL
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
Pensacola, FL
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