Colton Ferrari
Seattle,WA
Summary
Experienced professional with solid background in providing expert guidance and solutions. Known for reliability and adaptability in dynamic environments. Exceptional at fostering teamwork and driving successful outcomes.
Overview
8
8
years of professional experience
Work History
Investment Performance Team SME
Orion Advisor Technology
10.2020 - Current
- Collaborates with other operations departments to research and resolve complex client issues and inquiries.
- Counsel financial advisors regarding best practices, policies, and procedures, as well as providing advice on how to handle a variety of situations encountered.
- Regular contact with operations departments to provide assistance and guidance for projects affecting cost basis, tax reporting, performance, composites, trading, billing, and reporting.
- Utilize Microsoft Excel to calculate performance returns, filter transactions, and import data.
Lead Teller
Wells Fargo
08.2018 - 10.2020
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers.
- Develop understanding of bank products and services to connect to customers needs.
Teller
Wells Fargo
05.2017 - 08.2018
- Provide appropriate options for bank products and services to customers.
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products.
Education
BS - Business Management
Western Governors University
02.2021
Skills
- Training and mentoring
- Strong analytical skills
- Customer focus
- Creative solutions
- Time management
- Attention to detail
Timeline
Investment Performance Team SME
Orion Advisor Technology
10.2020 - Current
Lead Teller
Wells Fargo
08.2018 - 10.2020
Teller
Wells Fargo
05.2017 - 08.2018
BS - Business Management
Western Governors University
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