Skilled Broker-Specialist focused on maximizing client success through effective use of communication, rapport building, and problem solving abilities.
Overview
33
33
years of professional experience
Work History
Broker - Specialist; Investor Services
Charles Schwab & Co
07.2022 - Current
Educate clients about investments, trading tools, market mechanics, and retirement choices, take ownership of complex issues while leveraging other departments when necessary
Improved and maintained OSAT scores above 90% in first year of licensing
Architectural Designer
Lowe's Home Improvement
09.2015 - 11.2018
Worked closely with multi-disciplinary team to design residential remodel projects.
Advised clients on issues and options negatively affecting completion dates and suggested ways to keep project under budget.
Managed difficult customers with poise, compassion, and support, and resolved issues efficiently.
Registered Nurse/Office Manager
Piasa Pain Center
05.2006 - 01.2008
Manage staff of physicians, nurses, radiology technicians, and operations
Assist with invasive and non-invasive procedures, narcotic control, phone triage, nerve conduction studies, PCA pump management
Registered Nurse
Cleveland Clinic
07.1991 - 03.1995
Charge nurse duties, vasopressor IV titration, blood transfusions, intra-aortic balloon pump pre-heart transplant, pre and post stent placement care, cardiomyopathy protocol, angina protocol, swan-ganz and arterial line management, telemetry, developed bereavement program