Debra Lawrence
San Antonio,TX
Summary
Accomplished Registered Representative at PFS Investments, adept in financial services and customer engagement. Leveraged strong analytical skills and relationship-building prowess to enhance client decision-making and portfolio performance. Achieved significant improvements in family well-being through tailored assistance plans and resource networking at HRCI, demonstrating a commitment to continuing education and client support.
Overview
14
14
years of professional experience
Work History
Registered Representative
PFS Investments
06.2011 - Current
- Shared details regarding financial products and services with clients.
- Conducted comprehensive investment research to make informed recommendations for client portfolios, resulting in better-informed decision-making processes.
- Kept abreast of all changes in stock market and investments to better manage client finances.
- Provided timely updates on clients'' account performance by generating and distributing comprehensive quarterly reports.
- Simplified a very complex approach to financial decision making for clients.
Family Readiness Support Assistant
MPSC, Inc.
12.2014 - 09.2015
- Maintained detailed records on family readiness activities, allowing for accurate reporting and ongoing program assessment.
- Ensured confidentiality when handling sensitive information concerning service members or their families.
- Developed training materials for volunteers, ensuring consistent delivery of high-quality services to military families.
- Offered practical assistance to spouses during challenging deployment periods through organized gatherings.
Family Assistance Specialist
HRCI
05.2011 - 12.2014
- Developed strong relationships with local organizations to create a robust network of resources for families in need.
- Ensured compliance with regulatory requirements while maintaining accurate documentation of client progress and interventions provided.
- Improved family well-being by conducting comprehensive assessments and developing tailored assistance plans.
- Promoted self-sufficiency among clients by providing guidance on employment opportunities, education, and financial planning.
Education
BBA - Management Science
The University of Texas At San Antonio
San Antonio, TXSkills
- Customer service and support
- Customer engagement
- Relationship building
- Goal-oriented mindset
- Strong analytical skills
- Negotiation techniques
- Conflict resolution
- Continuing education commitment
- Financial Services
- Sales development
- Business prospecting
- Marketing campaigns
Accomplishments
- Supervised team of 41 staff members.
- Achieved strategic results by introducing Proprietary Software for Analytical tasks.
- Used CRM to track client positions and enhance contact opportunities
Languages
Spanish
Limited Working
Certification
Texas State Insurance License
Securities Licenses: Series 6 and Series 63
Timeline
Family Readiness Support Assistant
MPSC, Inc.
12.2014 - 09.2015
Registered Representative
PFS Investments
06.2011 - Current
Family Assistance Specialist
HRCI
05.2011 - 12.2014
BBA - Management Science
The University of Texas At San Antonio
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