Debbie Perks
Austin,Texas
Summary
Personable and professional with extensive experience in finance and hospitality. Recognized for strong interpersonal skills, exceptional customer service, and a proven ability to exceed performance metrics. Seeking a position to continue career growth by meeting needs and surpassing expectations.
Overview
17
17
years of professional experience
4
4
Certifications
Work History
Investment Solutions Representative
Fidelity Investments
01.2023 - 07.2024
- Consistently met and/or exceeded performance metrics through a process-driven approach.
- Effectively communicated complex investment concepts to clients in a clear, concise manner that facilitated understanding and decision making.
- Enhanced client satisfaction by providing tailored investment solutions and personalized financial advice
- Supported colleagues by sharing knowledge and expertise, fostering a collaborative team environment that drove success for all members.
Director of Food and Beverage
Lone Star Court
03.2022 - 07.2022
- Implemented accurate forecasting systems for precise scheduling and inventory management
- Conducted staff performance evaluations, fostering a culture of continuous improvement
- Orchestrated seamless execution of events, ranging from intimate gatherings to large-scale conferences
- Developed unique events and special promotions to drive sales.
Broker Associate
Charles Schwab
03.2021 - 03.2022
- Executed trades and money movements, achieving consistent 100% OSAT scores and zero trade errors.
- Educated clients on investing principles, trading strategies, retirement planning, and market mechanics
Chase Private Client Banker
JPMorgan Chase
07.2019 - 03.2021
- Streamlined processes for account opening and maintenance, improving overall efficiency and client experience.
- Strengthened relationships with high net-worth clients by offering comprehensive financial planning services and guidance on life events.
- Collaborated with internal partners to deliver integrated wealth management strategies for clients.
Licensed Personal Banker II/Business Advocate
Wells Fargo
02.2013 - 07.2019
- Received National Star Recognition award for customer experience.
- Established rapport with clients through attentive listening, understanding their financial needs, and recommending suitable products and services including accounts, loans, and small business needs.
- Provided exceptional support during audits by maintaining accurate records and collaborating with internal teams to ensure compliance with all regulatory requirements.
- Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.
Hotel Supervisor/Auditor (acting M.O.D.)
Sheraton Hotel / Holiday Inn Town Lake
01.2007 - 02.2013
- Frequent recognition for service and business achievements.
- Ensured high levels of customer satisfaction by anticipating potential issues, monitoring request, and responding to emergencies.
- Reconciled accounts and kept accurate financial ledgers to help prepare daily financial forecasts for executive team members
- Planned, organized, and monitored staff of over 25+ employees
- Interviewed, hired, trained, and developed new associates
Education
Associate of Applied Science - Business Administration
National American University
05.2015
Skills
- Financial Planning and Investment Strategies
- Excellent Customer Service
- Relationship Management
- Leadership and Team Development/ Coaching and Mentoring
- Event Coordination and Scheduling
- Excellent Communication
- Product and Service Sales
- Cold Calling
- Stock Trading
Certification
- Series 7
- Series 6
- Series 63
- Series 65
- SIE
Timeline
Investment Solutions Representative
Fidelity Investments
01.2023 - 07.2024
Director of Food and Beverage
Lone Star Court
03.2022 - 07.2022
Broker Associate
Charles Schwab
03.2021 - 03.2022
Chase Private Client Banker
JPMorgan Chase
07.2019 - 03.2021
Licensed Personal Banker II/Business Advocate
Wells Fargo
02.2013 - 07.2019
Hotel Supervisor/Auditor (acting M.O.D.)
Sheraton Hotel / Holiday Inn Town Lake
01.2007 - 02.2013
Associate of Applied Science - Business Administration
National American University
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