Ennis Byrd
Charlotte,NC
Summary
I am a highly-motivated employee with desire to take on new challenges. I have a strong worth ethic, am adaptable, and have exceptional interpersonal skills. I am quick to master new skills. Currently, I am a mentor to my peers and benefit to my clients. I hope to bring my skills and experience with me into this position in order be a benefit to the team and the company as a whole.
Overview
6
6
years of professional experience
Work History
Trading Enablement Assistant
Wells Fargo Advisors
Charlotte, NC
10.2021 - Current
- Served as Subject Matter Expert (SME) for the securities market
- Executed and confirmed routine securities transactions initiated by clients
- Handled escalations for complex securities related issues
- Provided quality customer service addressing issues, trading strategies, market terminology and account status
- Identified and recommended opportunities for process improvement and risk control development
- Exercised independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
- Coached and trained peers
Associate Consultant
Phoenix Capital Investments LLC
Akron, OH
02.2018 - 10.2021
- Managed real estate assets for more than 20 clients over the course of 3 years
- Generated a highly valuable portfolio
- Processed commercial loans
- Maintained beneficial and informative communications with clients
- Developed intricate marketing campaigns
Administrative Assistant
Dependable Renters
Akron, OH
05.2017 - 08.2021
- Provided careful and considerate dispute mediation on behalf of tenants
- Directly oversaw the care of all residential and commercial properties
- Sought out the most cost effective means of maintaining and operating properties
- Hired and communicated with freelance employees
- Liquidated more than 10 different properties
Education
Financial Management
Clemson University
Clemson, SC08.2021
Skills
- SIE
- Series 7
- Series 63
- Proficient in all Microsoft programs
- Bloomberg Certified
Timeline
Trading Enablement Assistant
Wells Fargo Advisors
10.2021 - Current
Associate Consultant
Phoenix Capital Investments LLC
02.2018 - 10.2021
Administrative Assistant
Dependable Renters
05.2017 - 08.2021
Financial Management
Clemson University