Results-driven professional with expertise in technical support and customer relationship management. Proven track record in data analysis and technical troubleshooting, enhancing customer satisfaction and engagement.
Overview
50
50
years of professional experience
Work History
Tech/Customer Service Representative
Newbury Technologies
Chardon
08.2018 - 03.2026
Escalated major hardware and software issues, ensuring prompt technician intervention through ticketing system.
Resolved customer inquiries on system functionality and usage, enhancing user experience.
Guided customers in troubleshooting hardware and software challenges, ensuring timely resolution.
Sales/Sales Associate
Lifeguard Financial
Mentor
03.2012 - 09.2017
Utilized product knowledge and sales expertise to identify and recommend suitable products and services, increasing client satisfaction.
Formulated tailored financial plans reflecting unique client needs and objectives.
Developed and sustained strong client rapport by delivering exceptional service and clear communication.
Advised customers on investment options and financial planning strategies, enhancing their financial literacy and decision-making.
Performed consistent follow-ups to guarantee client satisfaction and resolve inquiries.
Mechanical Quality Assurance Inspector
Swiger Coil Systems
Cleveland
05.2009 - 03.2012
Inspected incoming materials prior to assembly using the CMM machine.
Performed thorough inspections of incoming production materials to ensure quality compliance.
Maintained gage calibration program to uphold measurement standards
Leveraged advanced technical skills to diagnose complex problems and execute effective solutions.
Achieved cost-savings by implementing effective solutions to address issues.
Developed expertise through ongoing education and specialized training.
Broker Sales Representative
Morgan Stanley
Westlake
05.2001 - 05.2006
Analyzed daily stock prices and offered strategic recommendations for buying and selling decisions.
Supported clients in discovering investment avenues that align with specified goals.
Cultivated client relationships through proactive communication and tailored service.
Designed presentations to improve client comprehension of financial products and services.
Prepared presentations outlining product features and benefits for prospective customers.
Engaged in continuous learning about market changes and financial strategies.
Field Engineer
General Electric Nuclear Plant Services
San Jose
06.1999 - 05.2001
Oversaw installation of control room systems and equipment to enhance operational readiness.
Ensured design and implementation solutions met industry standards.
Coordinated with project managers to complete tasks on schedule.
Compiled and assessed all specification documentation for NRC review.
Field Product Quality Engineer
General Eldectric Aircraft Engines
Evendale
02.1986 - 05.2001
Analyzed product quality trends using statistical tools to identify areas for improvement.
Evaluated supplier performance against compliance criteria to ensure adherence.
Delivered feedback to suppliers for swift resolution of non-conformance issues.
Conducted routine systems and NDT audits to maintain operational integrity.
Executed internal control audits, summarizing findings and providing actionable recommendations.
Prepared comprehensive reports detailing audit findings and management recommendations.
Quality Engineer
Caterpillar
Mentor
03.1976 - 02.1986
Performed root cause analysis for faults and developed corrective actions to prevent recurrence.
Conducted root cause analysis to identify product defects, enhancing product reliability.
Coordinated with diverse teams to implement quality assurance protocols, enhancing overall compliance.
Captured quality metrics and compiled reports for production teams, supporting data-driven decision-making.
Developed quality control plans for manufacturing processes at Caterpillar.
Education
Associate of Arts - Math & Physics
Lakeland Community College
Kirtland, OH
06-1980
Industrial Mgmt Training Program - Completed 2 Yr Management Training Program
Caterpillar
Mentor, OH
Skills
Technical support
Technical troubleshooting
Quality assurance
Customer relationship management
Customer engagement
Data analysis
Regulatory compliance
Budget management
Timeline
Tech/Customer Service Representative
Newbury Technologies
08.2018 - 03.2026
Sales/Sales Associate
Lifeguard Financial
03.2012 - 09.2017
Mechanical Quality Assurance Inspector
Swiger Coil Systems
05.2009 - 03.2012
Broker Sales Representative
Morgan Stanley
05.2001 - 05.2006
Field Engineer
General Electric Nuclear Plant Services
06.1999 - 05.2001
Field Product Quality Engineer
General Eldectric Aircraft Engines
02.1986 - 05.2001
Quality Engineer
Caterpillar
03.1976 - 02.1986
Associate of Arts - Math & Physics
Lakeland Community College
Industrial Mgmt Training Program - Completed 2 Yr Management Training Program
Customer Service Representative - Tech Support at Foundever - TurboTax (Seasonal)Customer Service Representative - Tech Support at Foundever - TurboTax (Seasonal)