Successful investment banking professional with history of bringing about exceptional results in high-volume environments with demanding objectives. A driven investment banking professional who is able to gather, model and utilize key data for diverse projects. Have maintained portfolios in excess of $500,000+ throughout career. Technologically savvy and able to learn new programs quickly. Savvy expert experienced in troubleshooting computer hardware and software issues in customer-focused environments. Possesses comprehensive knowledge of standard operating systems, networking protocols and technical support procedures. Skilled in identifying and resolving complex technical problems.
About 6 months after developing in my new role, I began mentoring other agents. With this new added responsibility, I had the pleasure of training and working closely with new hires. This consisted of going over scorecards to devout more attention to areas of uncertainty. For a minimum of 2-3 weeks, I would be the agent’s point of contact for any questions and learning about all areas of their role
In the Fall of 2019 to Spring of 2020; I partnered with our Project Management team to assist with OANRs. This consisted of a very select group of individuals who teamed up with the responsibility of working closely with members of 20+ years of service with us. My team was designed to help create a smooth transition in converting account number from their SSN.
In this role, I became the family member’s point of contact from start to finish to help ease situation and see to it that their financial affairs were handled. Managed clients’ accounts with assets of $500,000.00 or more.