Drew Stine
Wildwood,Missouri
Summary
Disciplined RDP pursuing opportunity to add to hands-on financial services experience. Accomplished at performing quantitative data and producing graphs. Excellent report drafting and monthly statement analysis talents. Flexible and hardworking eager to listen, learn and support superiors. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
6
6
years of professional experience
Work History
RDP
Edward Jones
06.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
Compliance Intern
Edward Jones
06.2023 - 08.2023
- Developed and maintained compliance database, tracking all compliance activities and documents.
- Responded to employee inquiries regarding compliance regulations and procedures.
- Maintained up-to-date knowledge of current and emerging compliance regulations.
- Reviewed, revised and updated compliance policies and procedures to confirm continual compliance with applicable laws.
- Developed and maintained system for tracking and reporting compliance violations.
- Implemented improvement initiatives and developed compliance testing program to monitor and identify gaps in new and existing practices.
- Identified gaps in existing compliance processes and recommended updates.
Insurance Agent
State Farm
06.2022 - 08.2022
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Front line/ Button Operator
Waterway Car Wash
12.2018 - 02.2020
- Helped customers complete purchases, locate items and join reward programs.
- Determined customer requirements and suggested ideal product offerings to meet needs and boost revenue.
- Greeted customers and responded to requests for information.
- Processed credit card, EBT, and gift certificate payments with electronic computer system.
- Handled customer complaints and concerns and escalated to direct supervisor for quick resolution.
- Worked closely with shift manager to solve problems and handle customer concerns.
Education
BBA - Double Major: Finance & Banking/Real Estate
University of Mississippi
05.2024
High School Diploma -
Lafayette High School
05.2020
Skills
- Property and Casualty (P&C) Insurance Missouri License
- Life and Health Insurance Missouri License
- In depth Sales experience
- Microsoft Excel
- Microsoft Office
- Quote Information
- Adobe PS
Timeline
RDP
Edward Jones
06.2024 - Current
Compliance Intern
Edward Jones
06.2023 - 08.2023
Insurance Agent
State Farm
06.2022 - 08.2022
Front line/ Button Operator
Waterway Car Wash
12.2018 - 02.2020
High School Diploma -
Lafayette High School
BBA - Double Major: Finance & Banking/Real Estate
University of Mississippi
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