EDWARD C. POWER
Scottsdale,AZ
Summary
Dynamic and experienced professional with a background in security, financial consulting, and client relationship management. Proven success in personal protective security, team leadership, and driving revenue growth within the financial services industry. Adept at building strong client relationships, identifying business development opportunities, and exceeding sales targets. Seeking a challenging role in business sales to leverage my diverse skill set and contribute to organizational success.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Claims Specialist Boat Commercial Farm & Ranch
State Farm
Tempe
05.2024 - Current
- Investigates, evaluates, negotiates, and concludes claims including verification of coverage, legal liability and extent of damage to persons and property, which may require contact by telephone, by correspondence, or in person
- Secures releases from appropriate parties
- Assists agents in the resolution of claims
- Works with attorneys in the defense of lawsuits, under management direction
- Prepares and/or reviews written or computerized estimates in loss settlements
- Examines claims submitted by insureds and/or third parties, or such claims referred from other claim units, to determine whether additional or specialized investigation is necessary for claim resolution
- Serves as a liaison to the public, governmental entities, and law enforcement agencies on insurance fraud issues
- Uses various electronic resources for claim handling
PSS Personal Security Specialist for US Ambassador in Iraq
Triple Canopy, US Embassy
03.2019 - 12.2023
- Executed day-to-day personal protective security functions for high-profile clients
- Led security operations as the driver of the lead vehicle, principal's vehicle, or follow-vehicle in motorcade operations
- Operated weapons and followed specific protocols outlined in daily Post and detail orders
- Participated in advance security preparations and manned security posts as required
- Cross-trained in Embassy Operations Center (EOC) procedures and activities
PSS Personal Security Specialist Senior
SOC USA, US Embassy
08.2021 - 11.2021
- Served as a member of the Emergency Response Team at the US Embassy in Iraq
- Conducted personal protective security functions and participated in motorcade operations
- Operated weapons and adhered to detailed security protocols
- Contributed to advance security preparations and manned security posts as needed
Financial Consultant, Vice President
Charles Schwab
Phoenix, AZ
01.2015 - 06.2018
- Acted as a branch subject matter expert for Salesforce, driving operational efficiency
- Achieved quantitative results in net asset flow and new solutions flow
- Developed and maintained client relationships, identifying business development opportunities
- Collaborated with key business partners to resolve client inquiries and ensure operational tasks were completed efficiently
- Sourced Home loan and refinance loans from clients and referred to an affiliated loan originator
- Planned and executed branch education events and social outings
- Coordinated speakers and catering for the events
Senior Service Specialist
USAA
Oceanside, CA
10.2010 - 01.2015
- Provided sales and service of USAA financial, insurance, and consumer loan products
- Assisted members with account management and expanded their relationship with USAA
- Resolved member inquiries and issues, utilizing company resources and knowledge
- Trained and coached new employees, supporting branch operations and growth
- Conducted fraud and deception high level research to assist the fraud department
Country Financial
Scottsdale, AZ
07.2008 - 10.2010
- Built and serviced a client base through prospecting, needs identification, and relationship-building
- Offered solutions to meet client needs and protected their personal and business assets
- Achieved ongoing professional growth through continuous learning and development
Cavalry Scout Sergeant/Infantry Specialist
U.S. Army
06.2005 - 07.2008
- Led teams in dismounted patrols and personal security operations in Baghdad, Iraq
- Managed military equipment and conducted search and identification checks
- Provided leadership and training to team members, ensuring mission readiness
Education
Bachelor of Science - Economics
Arizona State University
Tempe, AZSkills
- Excellent computer skills
- Project management expertise
- Multitasking Abilities
- Account Management
- Customer Service
- Sales expertise
- Customer Relations
- MS Office expert
- Pipeline Management
- Financial Advising
- Business Development
- Relationship building and management
Certification
- Current Department of State Secret Clearance
- Series 6, 63, 65, and 7 (expired)
- AAMS (Accredited Asset Management Specialist)
- Life/Health Insurance License (expired)
- Property Casualty Insurance License
- WPS II DOS PSS Certified
- WPS II ARF/QRF Certified
Timeline
Claims Specialist Boat Commercial Farm & Ranch
State Farm
05.2024 - Current
PSS Personal Security Specialist Senior
SOC USA, US Embassy
08.2021 - 11.2021
PSS Personal Security Specialist for US Ambassador in Iraq
Triple Canopy, US Embassy
03.2019 - 12.2023
Financial Consultant, Vice President
Charles Schwab
01.2015 - 06.2018
Senior Service Specialist
USAA
10.2010 - 01.2015
Country Financial
07.2008 - 10.2010
Cavalry Scout Sergeant/Infantry Specialist
U.S. Army
06.2005 - 07.2008
Bachelor of Science - Economics
Arizona State University
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