Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Collier Wakefield

Gilbert,AZ

Overview

4
4
years of professional experience
1
1
Certification

Work History

Operations Analyst (Broker Dealer)

eToro
Scottsdale, AZ
03.2023 - 01.2024
  • Streamlined onboarding operational processing by identifying bottlenecks and partnered with engineering to implement fixes which increased customer conversions by 25%
  • Communicated complex data insights through presentations to senior leadership; translated large data sets into impactful business guidance and recommendations leading to improved efficiency
  • Identified areas of risk exposure related to operations activities and developed mitigation strategies

Customer Experience Analyst

eToro
Scottsdale, AZ
09.2021 - 03.2023
  • Delivered exceptional daily support to a diverse clientele of over 30 individuals, offering expert assistance in navigating crypto transactions, managing wallets, and addressing inquiries related to stocks and options
  • Investigated complex issues reported by customers and identified solutions quickly and efficiently
  • Reviewed existing processes for efficiency gains and cost savings opportunities related to the customer experience

Brokerage Investment Specialist

Vanguard
Scottsdale, AZ
07.2020 - 09.2021
  • Engaged in daily communication with a diverse client base of 40+, delivering expert assistance in trading, financial guidance, account management, and proactive problem resolution with confidence and efficiency
  • Exercised fiduciary duty and consistently delivered exceptional client service, aligning with the company's culture and values to exceed client expectations
  • Provided real-time quotes and executed timely trades on behalf of clients using Thomson Reuters trading platforms and wealth management tools

Education

Bachelor of Arts - Finance

California State University - San Bernardino
San Bernardino, CA
06.2019

Bachelor of Arts - Entrepreneurship

California State University - San Bernardino
San Bernardino, CA
06-2019

Skills

  • Tableau
  • Salesforce
  • GSuite
  • Data Analysis
  • Confluence
  • Cost-Reduction Strategies
  • Operational Efficiency
  • Mondaycom

Certification

FINRA

Secured FINRA Series 7, 63, and SIE qualifications exemplifying expertise crucial for providing investment services, executing trades, adhering to market rules and regulations

Eagle Scout

Attained the highest rank in Boy Scouts, a distinction bestowed upon only 4% of Scouts, following a rigorous review process that exemplifies dedication, leadership, and exceptional achievement

References

References available upon request.

Timeline

Operations Analyst (Broker Dealer)

eToro
03.2023 - 01.2024

Customer Experience Analyst

eToro
09.2021 - 03.2023

Brokerage Investment Specialist

Vanguard
07.2020 - 09.2021

Bachelor of Arts - Finance

California State University - San Bernardino

Bachelor of Arts - Entrepreneurship

California State University - San Bernardino

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Collier Wakefield