Evan Troche

• Serviced complex and high balance ($400k+) employer sponsored accounts.
• Utilized different corporate applications to assist participants over chat and email.
• Received training as a floor supervisor and was tasked with de-escalating sensitive situations, fraudulent activity, and financial risk scenarios.
• Serviced accounts which contained privately held stock through an ESOP.
• Consistently placed trades and/or large transactions on participant accounts with very few errors.

• Provide high quality client support (external and internal) across Participant Services by responding to phone inquiries regarding account and plan information using various systems and tools.
• Assist with Defined Benefit Pension Plans, process various accounts requests, including contributions, distributions to internal and external institutions, loans.
• Discuss complex topics such as In-Plan Roth Rollovers, QPLOs, and others.
• Identify and address clients' needs with urgency, professionalism and efficiency
• Use investigative skills: Resolve participant issues by using technology and business authorities within Schwab to identify efficient and effective methods to meet client goals.
• Position business partners on the advice team to help participants develop their retirement savings strategies..
• Utilize consultative approach in identifying the participant's needs and implementing appropriate solutions which align to their goals and promote Schwab growth.
• Build positive relationships: Work in a team based environment with a diverse group of associates focused on meeting the needs of the company and participants.
• Consistently meet or exceed quality and productivity goals, while compliant with both government regulations and company policies.
• Consistently meet and exceed expectations for sales leads

Summer job in 2018, 2019, and 2020

• Provided tennis instruction at various skill levels to elementary and middle school children attending the summer camp.
• Observed and evaluated players’ skills.
• Presented a daily large-group talk on keys to improving one’s game.
• Engaged in regular dialogue with parents to review progress.
• Monitored and ensured all safety measures necessary for a healthy and secure playing environment.
  

• Worked as part of the maintenance crew taking care of the olive trees

• Sterilized and organized the incoming milk donations.
• Prepared specimens for testing and analysis.
• Followed strict guidelines to ensure no contamination in the lab.
• Assisted other team members with various tasks around the office.