COURTNEY FAGAN
Altamont,NY
Summary
Highly dedicated, organized person who has a positive and motivated personality with a desire to succeed. Fiercely competitive in my approach to acquire business and able to handle complex situations from a strategic and tactical perspective. Exceptional interpersonal, communication and relationship-building skills. Listens attentively, communicates persuasively and follows through diligently.
Overview
10
10
years of professional experience
Work History
Registered Client Associate
Wells Fargo Advisors
11.2021 - Current
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Acted as a liaison between clients and other departments within the organization, ensuring timely resolution of any issues that may arise.
- Mentored junior team members, fostering a culture of collaboration and professional growth within the organization.
- Championed a culture of continuous improvement by regularly reviewing processes, systems, and technologies for potential enhancements or upgrades.
Financial Representative
Fidelity Investments
06.2021 - Current
- Built strong relationships with clients through transparent communication and trust-building activities.
- Met with customers to assess needs, financial status, and eligibility.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
Licensed Real Estate Salesperson
Keller Williams
05.2020 - Current
- Negotiated favorable deals for both buyers and sellers, leading to successful transactions and repeat business.
- Provided exceptional customer service by promptly addressing concerns, resulting in high client satisfaction ratings.
- Utilized social media platforms for effective marketing campaigns that increased property exposure and attracted interested buyers.
Office Management/RDH
Dr. Christopher J. Lyons
01.2014 - 01.2020
- Ensured timely completion of tasks with strong attention to detail, contributing to a well-functioning back office team.
- Spearheaded initiatives aimed at streamlining internal processes such as implementing electronic document management systems or updating office technology infrastructure for increased efficiency.
- Implemented positive developments in office management, optimizing productivity through improved process and protocol.
Education
A.A.S Dental Hygiene -
Hudson Valley Community College
05.2013
A.S. Business Administration -
Schenectady County Community College
05.2010
Skills
- Business Intelligence
- Complex Problem-Solving
- Organization and prioritization
- Operational Efficiency
- Time management mastery
- CRM Software Experience
- Data Analysis Capabilities
- Client Relationship Building
- Interpersonal Communication
Timeline
Registered Client Associate
Wells Fargo Advisors
11.2021 - Current
Financial Representative
Fidelity Investments
06.2021 - Current
Licensed Real Estate Salesperson
Keller Williams
05.2020 - Current
Office Management/RDH
Dr. Christopher J. Lyons
01.2014 - 01.2020
A.A.S Dental Hygiene -
Hudson Valley Community College
A.S. Business Administration -
Schenectady County Community College
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