Desmond James-Jones
Houston,USA
Summary
Motivated professional with extensive experience in financial advising and client service. Successfully enhanced financial security for numerous individuals and developed tailored strategies that improved client satisfaction. Seeking to leverage analytical skills and relationship-building expertise in a new industry to deliver impactful results.
Overview
12
12
years of professional experience
Work History
Paraprofessional, Special Education
Spring ISD
Spring, Texas
08.2025 - Current
- Assisted students with daily activities and classroom tasks to foster independence.
- Facilitated communication between students, teachers, and parents regarding needs.
- Helped create a positive learning environment through encouragement and support.
Retirement Benefits Specialist
Equitable Advisors
Houston, TX
08.2016 - 05.2024
- Advised clients on retirement plans, enhancing financial security for over 800 individuals.
- Developed tailored benefit strategies, resulting in significant client satisfaction improvements.
- Analyzed market trends to optimize retirement portfolios, achieving measurable growth.
- Guided clients through retirement planning, resulting in enhanced financial security and increased client retention.
- Partnered with financial advisors to develop tailored retirement strategies, fostering stronger client relationships and trust.
Part-Time Teller
UW Credit Union
Wauwatosa, WI
03.2015 - 06.2016
- Handled daily account transactions, ensuring accuracy and efficiency.
- Educated members on UWCU products, enhancing customer satisfaction.
- Conducted end-of-day audits, maintaining compliance and security.
- Resolved account issues, improving member trust and retention.
Chargeback Associate II
FIS
Milwaukee, WI
02.2015 - 12.2015
- Performing account maintenance to ensure fraud isn't being practiced.
- Assisting customers by reversing fraud activity done on their accounts.
- Ensuring that customers are satisfied with safeguarding their accounts.
Education
Bachelors of Business Administration - Finance
University of Wisconsin-Whitewater
Whitewater, WI05-2015
Associate of Arts - Liberal Arts
University of Wisconsin-Whitewater
Whitewater, WI12-2013
Liberal Arts Credits -
Milwaukee Area Technical College
Milwaukee, WI05-2011
High School -
Riverside University High School
Milwaukee, WI06-2005
Skills
- Finance
- Banking
- Customer Service
- Account Management
- Fraud Prevention
- Insurance
- Auditing
- Financial Services
Timeline
Paraprofessional, Special Education
Spring ISD
08.2025 - Current
Retirement Benefits Specialist
Equitable Advisors
08.2016 - 05.2024
Part-Time Teller
UW Credit Union
03.2015 - 06.2016
Chargeback Associate II
FIS
02.2015 - 12.2015
Bachelors of Business Administration - Finance
University of Wisconsin-Whitewater
Associate of Arts - Liberal Arts
University of Wisconsin-Whitewater
Liberal Arts Credits -
Milwaukee Area Technical College
High School -
Riverside University High School