Deborah Parvin
Self Employed
WOONSOCKET,RI
1
Certification
10
years of professional experience
Client-focused professional passionate about helping customers achieve their financial and personal goals. Brings a versatile background in education and finance, with strong skills in relationship building and problem-solving.
Work History
Retirement Brokerage Services Representative
1 Year 5 Months- Assisted clients with account inquiries and transaction processing to enhance service efficiency.
- Supported financial advisors by answering questions on company procedures and completing transactions.
- Adapted quickly to new systems and procedures, ensuring compliance with regulatory standards.
Financial Customer Associate
1 Year 3 Months- Resolved account issues through effective communication and problem-solving techniques, improving client trust.
- Processed transactions efficiently, ensuring compliance with regulatory standards and internal policies.
- Trained new associates on customer service protocols and company systems to improve team performance.
Volunteer Tax Preparer
2 Months- Reviewed client financial documents to identify deductions and credits, enhancing tax savings.
- Collaborated with team members to resolve discrepancies in client filings, ensuring accuracy of submissions.
English Teacher
9 Years 6 Months- Developed engaging lesson plans that enhanced student comprehension and retention of English language concepts.
- Analyzed student performance data to identify trends, driving targeted interventions that improved overall class achievement levels.
Education
Bachelor of Science - Food Science
Associate of Science - Accounting and Finance
- Honoree of Charles Sullivan Scholarship (2022)
- 3.93 GPA
Skills
Relationship building
Honest and dependable
Debt management
Budgeting expertise
Investment advise
Verbal and written communication
Microsoft Excel
Certification
Series 7
Series 63
Timeline
Retirement Brokerage Services Representative
Fidelity Investments
11.2024 - 04.2026Read More
Financial Customer Associate
Fidelity Investments
08.2023 - 11.2024Read More
Volunteer Tax Preparer
Connecting Children & Families
02.2023 - 04.2023Read More
English Teacher
Self Employed
02.2017 - CurrentRead More
Community College of Rhode Island
Associate of Science from Accounting and Finance
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Johnson & Wales University
Bachelor of Science from Food Science
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