Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Cody Streukens

Scottsdale,AZ

Summary

Dependable and results-oriented professional, committed to delivering tailored financial solutions and fostering long-term client satisfaction

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Charles Schwab & Co
04.2022 - Current
  • Partnered with Financial Consultants to support affluent clients, assisting with the growth and management of their investment portfolios and financial strategies.
  • Provided exceptional service to high-net-worth clients, ensuring a deep understanding of their unique needs.
  • Assisted with business development efforts by identifying client opportunities, uncovering additional service needs, and helping expand existing relationships.
  • Leveraged knowledge of financial products (e.g., securities, mutual funds, retirement accounts) to educate clients.
  • Played a key role in supporting new client onboarding, including conducting introductory calls and gathering necessary documentation to initiate accounts through recent company merger.
  • Managed complex financial transactions, including large-scale money movement, ensuring that all processes were secure and adhered to regulatory standards.


Amazon Associate

Amazon
11.2021 - 04.2022
  • Adapted to flexible scheduling, ensuring operational efficiency during peak seasons and meeting fluctuating business demands.
  • Diagnosed and resolved minor technical issues with warehouse equipment, minimizing downtime and maintaining productivity.
  • Proactively identified and recommended equipment upgrades to improve efficiency and performance, collaborating with management to enhance workflow.
  • Consistently achieved high performance standards, successfully processing and delivering an average of 65,000 packages per day.

Life Insurance Broker

Family First Life
09.2021 - 04.2022
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Finalized sales and collected necessary deposits
  • Calculated premiums and established payment methods for sales
  • Met with customers to provide information about available products and policies offered from eight leading insurance companies
  • Provided coverage option information to assist clients in protecting assets.
  • Managed 50 or more customer calls per day

Education

High School Diploma -

Independence High School
Independence, MS

Skills

  • Asset Protection
  • Rapport Development
  • Data Entry
  • Problem-Solving
  • Clerical Support
  • Attention to Detail

Certification

  • Securities Industry Essentials
  • Series 7
  • Series 63
  • Series 9
  • Series 10

Timeline

Financial Services Representative

Charles Schwab & Co
04.2022 - Current

Amazon Associate

Amazon
11.2021 - 04.2022

Life Insurance Broker

Family First Life
09.2021 - 04.2022

High School Diploma -

Independence High School

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Cody Streukens