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Senior Regional Manager, Schwab Wealth Advisory

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With over 20 years of experience, a dedicated professional possessing a deep understanding of sales operations, new client onboarding and acquisition, as well as sales management and growth. Demonstrated a proven track record of business-to-business growth and successful collaboration with all areas of financial analysis, regulatory and operational planning, and development. Ultimate objective is to leverage an extensive skill set in collaboration with a reputable and forward-thinking industry leader within the financial services sector.

Performance-driven Vice President with 17 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

 Proven Analyst with a track record of detecting and preventing fraud at JPMorgan Chase, enhancing client and organizational security. Excelled in customer-centric roles and drove sales growth at Convergys, AT&T through strategic marketing campaigns. Skilled in AML, KYC, Compliance, Onboarding procedures and risk analysis, with a strong focus on collaborative problem-solving and process improvement. 

Versatile team member able to take on any required task and adapt to changing conditions with resourceful and hardworking mindset. Dedicated to business success and ready to learn more about virtual jobs to advance professionally. Responsible, passionate about delivering outstanding quality and service. Offering 14+ years of experience in BPO industry with history of recognition for performance.

Dedicated security professional with extensive experience at QXL Security, adept at incident reporting and conflict de-escalation. Proven track record in reducing theft and vandalism through vigilant monitoring and effective security screenings. Committed to ensuring safety and providing superior customer service in high-pressure environments.

Dynamic and detail-oriented professional with experience at Kaiser Permanente, excelling in customer service and problem-solving. Proven ability to manage high call volumes while maintaining accuracy in medical terminology. Highly organized and adaptable, with a strong focus on achieving results and enhancing customer satisfaction.

Highly efficient, well established in fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.
Effective, focused on delivering exceptional cleaning and maintenance services to customers. Dedicated, focused and knowledgeable regarding environmentally friendly cleaning products.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

More than 11 years' successful experience in Operation Managerial with recognized strengths in team management, problem solving, time management. Ability to motivate, and supervise customer service employees. A team player, acknowledged as a self-motivated development professional well-versed in individual, corporate and foundation fundraising techniques. . Talented networker with expertise in strategic planning and task prioritization focused on maximizing efficiency and sales success. Enthusiastic about supporting issues related to indigenous causes. Accomplished in working with corporate leaders to receive sponsorships and initiate matching gift programs. Excellent track record of managing donor relationships and identifying new partnerships to increase fundraising support.

Dynamic U.S. Private Client Operations Associate at Fisher Investments with expertise in financial operations and compliance. Proven track record in executing complex 401(k) rollovers and RMD distributions, ensuring precision and client satisfaction. Skilled in CRM software and adept at fostering strong client relationships, driving operational excellence in a fast-paced environment.

Dependable and detail-oriented young professional adept at quickly identifying and resolving issues, implementing new processes. Possesses excellent organizational, problem-solving, and communication skills. Results-driven candidate with successful track record of providing support in fast-paced environments. Adept at handling multiple projects and prioritizing tasks.

Daniel Robins

Overview

Work History

Client Operations Associate I

Supervisor - Customer Service, Mortgages

Education

Bachelor of Science - Business Management

Skills

Timeline

Client Operations Associate I

Supervisor - Customer Service, Mortgages

Bachelor of Science - Business Management

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