DONNA BEST
Rochester,NY
Summary
Hands-on professional bringing corporate training, customer service, and financial client support experience. Strengths include coaching employees on systems and procedures, gathering and analyzing client needs, troubleshooting account issues, and delivering clear communication that supports compliance and service consistency.
Overview
6
6
years of professional experience
Work History
Financial Professional
New York Life Insurance Company
Rochester, NY
03.2026 - 09.2026
- Designed personalized financial strategies aligned with client needs, objectives, and expectations
- Conducted consultative discovery conversations to identify individual, family, and small business client needs, enhancing tailored service delivery
- Clarified complex retirement, insurance, college funding, and income protection solutions, improving client understanding and decision-making
- Maintained ongoing client communication and relationship support to promote successful adoption of recommended solutions
Corporate Trainer / Customer Service Representative
Sutherland Global
Rochester, NY
06.2020 - 01.2026
- Trained and coached employees on systems, policies, compliance requirements, and customer service procedures, fostering team expertise and compliance
- Provided mentorship and performance feedback to improve service quality and customer outcomes
- Gathered customer information, analyzed needs, and communicated solutions, ensuring adherence to regulatory standards
- Delivered accurate, client focused support in a fast paced, high volume operating environment
- Resolved complex customer account and billing issues, enhancing customer satisfaction through structured troubleshooting and escalation
Education
Bachelor of Science - Legal Support and Services
Purdue Global University
Fort Wayne, IN12-2021
Associate of Arts - Liberal Arts & Sciences
Finger Lakes Community College
Canandaigua, NY05-2017
Skills
- Corporate Training & Facilitation
- Employee Coaching & Development
- Client Relationship Management
- Customer Service & Professional Communication
- Account Troubleshooting
- Problem Solving
- Regulatory Compliance
- Cross-Functional Collaboration
- Learning Delivery & Facilitation
Timeline
Financial Professional
New York Life Insurance Company
03.2026 - 09.2026
Corporate Trainer / Customer Service Representative
Sutherland Global
06.2020 - 01.2026
Bachelor of Science - Legal Support and Services
Purdue Global University
Associate of Arts - Liberal Arts & Sciences
Finger Lakes Community College