Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Cody Allsman

Wood River,IL

Summary

Dynamic professional with a proven track record at Wells Fargo Advisors, excelling in securities trading and problem resolution. Recognized for enhancing client service processes and mentoring colleagues. Adept at statistical analysis and forecasting, consistently achieving team goals while ensuring compliance and safety standards. Passionate about delivering exceptional results in fast-paced environments.

Overview

10
10
years of professional experience
2
2

Licenses

Work History

Trading Enablement Assistant

Wells Fargo Advisors
St Louis, MO
08.2022 - Current
  • Executed trades for equity, mutual fund, options, fixed income and UIT orders.
  • Provided assistance to clients within the specialized Financial Network trading line, within the Investment Contact Center.
  • Provided input on process improvements and updates to guide pages for clarity, and to help improve the way we assist clients.
  • Assisted less experienced colleagues on the team with chat-based and in-person support including giving pre-trade approvals for newly trained traders.
  • Was the first line of defense against fraud and risk for the client, escalating concerns to supervisors and fraud teams to protect client assets.

Security Officer

GardaWorld Security
St Louis, MO
06.2021 - 04.2022
  • Enforced company policies by implementing established safety protocols.
  • Documented and submitted thorough reports on security events to management.
  • Enforced access control measures in accordance with established procedures.
  • Utilized strong interpersonal skills to communicate security policies effectively.
  • Collaborated with managers and functional colleagues to monitor and confront suspicious people who posed a risk to the safety of our tenants.

Function Lead

Walgreens
Edwardsville, IL
06.2020 - 10.2020
  • Supervised a team of around 25 to 30 team members per shift as the lead of the packing department.
  • Forecasted order volumes and productivity to create goals for my team before the start of the shift.
  • Continually monitored order levels, productivity, and made adjustments to staffing assignments to meet our goals.
  • Produced daily productivity reports and set daily goals to present to senior management.
  • Collaborated with leads in other areas to ensure staffing needs were met, and the warehouse was running efficiently.

General Warehouse Associate

Walgreens
Edwardsville, IL
08.2015 - 08.2019
  • Engaged in intermittent employment while attending University of Texas at Arlington.
  • Managed order fulfillment for online customers.
  • Assured high standards in order preparation to meet client expectations.
  • Demonstrated outstanding performance in multiple assigned areas, exceeding the standard expectation of meeting one.
  • Performed safety audits on team members to verify compliance with safety protocols.

Education

Bachelor of Science - Economics

The University of Texas At Arlington
Arlington, TX
12.2019

Skills

  • Problem resolution
  • Active listening
  • Customer service
  • Securities trading
  • Statistical analysis
  • Forecasting skills
  • Risk mitigation strategies
  • Fraud prevention expertise

Certification

  • SIE – FINRA.
  • Series 7 License – FINRA.
  • Series 63 License – FINRA.

Timeline

Trading Enablement Assistant

Wells Fargo Advisors
08.2022 - Current

Security Officer

GardaWorld Security
06.2021 - 04.2022

Function Lead

Walgreens
06.2020 - 10.2020

General Warehouse Associate

Walgreens
08.2015 - 08.2019

Bachelor of Science - Economics

The University of Texas At Arlington

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Cody Allsman