Danielle Brown
St Louis,MO
Summary
Well-qualified Client Services, and Production Systems Coordinator familiar with skills and abilities needed to succeed. Possessing strengths in task prioritization and customer service. Ready to leverage training and experience to take on new professional challenges.
Overview
15
15
years of professional experience
Work History
Owner/Brand Ambassador
NEO-ZOE
08.2017 - Current
- Data Entry
- Accounting and Bookkeeping
- Photography and Advertising
- Pricing, and Determining Markups
- Order Processing, Packing & shipping
- Inventory and Storage Management
- Trained New Employees and Interns
- Brand Design for Labeling and Packaging
- Receiving and Replying to Client Enquiries
- Purchasing and Order Placement for Suppliers
- Marketing and Managing Social Media presence
- Managing wholesale and Consignment Orders
- Scheduling and Managing Trade Shows and Events
- Product Management, Planning, Design and Creation
- Increased brand awareness through event marketing, demonstrations, sales, and brand promotion.
- Engaged, educated, and befriended customers to deliver amazing shopping experience.
- Communicated product information with confidence and educated consumers about company.
- Designed, filled, and arranged eye-catching product floor sets to increase sales.
- Placed new and existing brand products in competitive retail locations.
- Founded and managed Neo-Zoe, doubling revenue consistently each year, prior to quarantines.
Compliance Analyst
STIFEL FINANCIAL
07.2018 - 08.2019
- Enforced compliance with FINRA rule 3120 Requiring the firm enforces the system of supervisory control Policies & Proc
- Tested to verify compliance with securities laws and regulation and assists with creating additional or amend supervisory procedures where identified by testing
- Gathered, validated, and analyzed data, documents, and information relative to determined testing plan and current policies and procedures
- Evaluated existing procedures to identify gaps, inconsistencies or conflicts and takes appropriate action to resolve
- Coordinated with senior team members regarding group’s daily review and analysis of new rule filings and other regulatory developments, determinations of relevance of regulatory developments to parts of firm and tracking and disseminating of such developments
- Discussed regulatory developments with Group and Compliance Directors to ensure awareness and help determine whether updates to policies and procedures are required
- Worked independently or with P&P Group, other members of Compliance and/or various members of other departments, to assist with the drafting, publication, and updating of new or amended policies and procedures as required by regulatory developments or changes in the firm’s business practices; ensure that policies and procedures are updated in a timely fashion.
- Reviewed audit and monitoring reports related to consumer and client activities
- Prepared documentation and records for upcoming audits and inspections
- Stayed current with latest changes to applicable regulatory standards and company procedures
- Assisted investigation and risk management teams with fraud investigations and risk identification
Retirement Services Specialist
EDWARD JONES
12.2016 - 06.2018
- Responded to operational, technical, regulatory and sales service question received via incoming calls and wires
- Gained and continuously enhanced knowledge of individual retirement accounts and employer sponsored retirement plans
- Effectively used knowledge, tools and resources to ensure service and processing output is compliant with current policies, procedures, rules and regulations
- Took ownership of inquiries – ability to ask correct questions to bring timely, accurate solutions
- Managed over 50 calls per day effectively and efficiently
- Received customer compliments consistently via phone surveys
- Consistently delivered outstanding service to branch financial advisors and other departments
- Understood and supported firm retirement marketing efforts as well as preferred partner retirement plan and marketing activities.
Client Services Specialist
ELSEVIER
05.2008 - 04.2013
- Batching
- Data Entry & Processing
- Accounting: Receivables and Payables
- Trained new and current employees on Elsevier's computer systems
- Created spreadsheets and memos for Elsevier's newly trained employees
- Placed on special "phone team" based on level of ability with incoming calls
- Collaborated internally and externally to resolve discrepancies on accounts
- Processed large orders for bookstores such as Barnes and Noble and Nebraska Book Company
- Balanced Elsevier's "Unprocessed Cash" spreadsheet and managed debit and credit memos
- Provided customer service and online technical support to clients learning to navigate systems
- Operated as point of contact during implementation of training and customer service projects
- Collaborated with inventory department to ensure timely and efficient subscription fulfillment
- Managed Elsevier journals and books accounts as pertaining to bank processed checks and credit cards
- Successfully and efficiently operated multiple computer systems simultaneously to service customers
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Answered constant flow of customer calls with minimal wait times
Education
Associate of Applied Science - Fashion Merchandising
Sanford Brown Business
Hazelwood08.2007
Skills
- Payroll Accounting
- Financial Accounting
- Microsoft Office Suite
- Operational Management
- Business Management & Law
- Strong Problem-Solving & Organization
- Launch New Products
- Brand Messaging
- Interpersonal Communications
- Customer Service & Sales; Product Promotion
- Assimilates New Ideas & Processes Efficiently
- Exhibition Arrangement
Holistic Health, Self-Care Product Artisan, DIY
I currently own a business that specializes in luxury self-care products. As a supplement to my professional career in customer service, I'm looking forward to the advancement of my education in Holistic Health and Alternative Medicine. I enjoy creating and providing products that put smiles on faces, and hope to continue helping clients interested in bettering their overall health and way of life.
Timeline
Compliance Analyst
STIFEL FINANCIAL
07.2018 - 08.2019
Owner/Brand Ambassador
NEO-ZOE
08.2017 - Current
Retirement Services Specialist
EDWARD JONES
12.2016 - 06.2018
Client Services Specialist
ELSEVIER
05.2008 - 04.2013
Associate of Applied Science - Fashion Merchandising
Sanford Brown Business
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