Summary
Overview
Work History
Education
Skills
Objective statement
Websites
Timeline
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Dontae Lee

Dontae Lee

Tuscaloosa,AL

Summary

Hardworking and motivated Operations manager with 5+ years of experience, and a record of success in the customer service industry. Solid history balancing team performance, customer service targets, and business objectives. Eager to learn from, and work closely with other managers in training to maximize productivity and cease opportunities. Decisive and influential leader with good planning and organizational skills.

Overview

7
7
years of professional experience

Work History

Management Trainee

SRS Distribution
Oklahoma City, OK
07.2024 - 03.2025
  • Monitored financial performance of the branch on a monthly basis.
  • Designed sales and service strategies to improve revenue and retention.
  • Implemented process improvements to increase operational efficiency.
  • Assisted in developing strategic business plans under supervision of senior managers.

Client Service Associate

Morgan Stanley
Tuscaloosa, AL
03.2023 - 07.2024
  • Provided superior customer service by responding promptly to client inquiries and requests.
  • Assisted clients in understanding their account information, such as asset allocation and performance metrics.
  • Developed relationships with clients through regular contact, including phone calls and emails.
  • Processed new accounts quickly and efficiently while ensuring compliance with regulations.
  • Generated reports detailing the activities of each account, including trade history and portfolio performance.
  • Resolved issues that arose during account transfers or other operations processes in a timely fashion.
  • Facilitated communication between clients and other advisors within the firm regarding investment decisions or strategy changes.

Internship Student

Morgan Stanley
Atlanta, GA
07.2022 - 08.2022
  • Cross referencing & contacting of potential clients for Financial Wellness Director Stephen Welch, and Financial Advisor Sean Foote
  • Developed new functions and applications to conduct analyses.
  • Analyzed financial data to identify trends, patterns and strategies.
  • Learned tenets of professional office behavior and thoughtful collaboration.
  • Participated in research to support goals and objectives of employer and assigned team.
  • Compiled, modeled and reported on data for staff members as directed.

Operations Manager

BLT Concessions
Tuscaloosa, AL.
03.2018 - 12.2022
  • Operated over 10 concession stands during all sports seasons throughout the year at The University of Alabama
  • Increased sales by over 75% by streamlining ordering & inventory processes
  • Prepared & served hundreds of meals, snacks & drinks daily
  • Improved operational efficiency, maintaining a 99-health code rating across 8 years
  • Key/ money holder, bookkeeper
  • Maintain a positive attitude during extremely busy & fast-paced work environments
  • Hire & train new team members enhancing performance & customer satisfaction

Education

Bachelor of Science - Consumer Sciences, Consumer Affairs

The University of Alabama
Tuscaloosa, AL
12.2022

Skills

  • Quick learner
  • Client-focused
  • Time management skills
  • Adaptability
  • Coachable
  • Project management
  • Issue and conflict resolution
  • Good work ethic
  • Teambuilding
  • Sales Techniques
  • Computer skills

Objective statement

  • Results- driven and customer- focused sales professional seeking a sales position to leverage strong relationship building skills, persuasive communication and a proven ability to exceed sales targets. Passionate about identifying clients' needs, delivering tailored solutions and driving revue growth.

Timeline

Management Trainee

SRS Distribution
07.2024 - 03.2025

Client Service Associate

Morgan Stanley
03.2023 - 07.2024

Internship Student

Morgan Stanley
07.2022 - 08.2022

Operations Manager

BLT Concessions
03.2018 - 12.2022

Bachelor of Science - Consumer Sciences, Consumer Affairs

The University of Alabama

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Dontae Lee