David Blaufuss
Denver,Colorado
Summary
Detail-oriented professional with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Focused on taking a proactive approach to identifying and addressing issues, with a concentration on optimizing processes and supporting team objectives.
Overview
5
5
years of professional experience
1
1
Certification
Work History
WST Associate
Charles Schwab
06.2024 - Current
- Handled CST SME role and assisted team members with complex cases
- Collaborated with internal business partners to resolve NIGO situations
- Averaged a productivity score of 8.0 since moving into the AS WST Associate role, with an productivity score of 7.2 in the AS WST Account Maintenance Associate role prior in 2025.
Financial Services Consultant
TIAA
09.2023 - Current
- Educating and counseling participants on their pension plans, tax deferred annuities, and other available investment options to help them retain and increase assets.
- Providing exceptional customer service and further building relationships with individual clients and Institutional Plan Sponsors.
- Execution of complex transactional and service requests.
- Educated clients on various financial products and services, detailing the benefits, risks, and potential returns associated with each option.
Retail Sales Associate
J Crew
06.2022 - 05.2023
- Assisted customers in selecting and purchasing products, providing excellent customer service and product knowledge.
Intern
Wellvana Health
06.2021 - 11.2021
- Helped lead the development and launch of the company Salesforce by developing reports and dashboards for nationwide and regional use.
- Built Salesforce guides for the sales representative's transition to Salesforce.
- Collaborated with cross-functional teams to develop and implement process improvement initiatives to enhance operational efficiency in the sales funnel.
Intern
Nashville Entrepreneur Center
06.2020 - 08.2020
- Identified opportunities for business development and built comparisons to other major entrepreneurial centers.
- Developed website wireframes for programming to ensure better connection for entrepreneurs and start-ups with venture capital firms and accelerator/incubator programs.
Education
Bachelors of Science (B.S) - Marketing, Finance
University of Denver
06.2022
Skills
- Relationship Management
- Collaborative Mindset
- Attention to Detail
- Written and Verbal Communication
- Passion for Helping Clients
- Data Analysis
- Database Management
Certification
- Series 6, FINRA, 11/01/23
- Series 63, FINRA, 11/01/23
- Microsoft Excel, Microsoft, 03/01/19
- Google Ads: Search, Google, 11/01/21
Timeline
WST Associate
Charles Schwab
06.2024 - Current
Financial Services Consultant
TIAA
09.2023 - Current
Retail Sales Associate
J Crew
06.2022 - 05.2023
Intern
Wellvana Health
06.2021 - 11.2021
Intern
Nashville Entrepreneur Center
06.2020 - 08.2020
Bachelors of Science (B.S) - Marketing, Finance
University of Denver
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