Gabriel Cordero
Deltona,FL
Summary
Client focused financial services professional with experience supporting ACAT and Non-ACAT brokerage transfers in a regulated environment. Brings strong communication, attention to detail, and bilingual fluency in English and Spanish, backed by several years of team leadership and customer service experience.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Associate, Asset Transfer Services
Charles Schwab
Orlando, Florida
10.2024 - 07.2026
- Processed ACAT and Non-ACAT brokerage transfer requests, ensuring compliance with firm procedures and quality standards.
- Collaborated with internal teams and external financial institutions to investigate and resolve transfer-related issues, enhancing client satisfaction.
- Reviewed account details and documented activity to ensure accurate and timely completion of client requests.
- Provided clear and professional service in a fast paced financial operations environment.
Team Leader
Chick-fil-A
Orange City, Florida
12.2020 - 10.2024
- Led daily operations and coordinated team responsibilities in a high volume customer service environment.
- Trained and supported employees to uphold service, safety, and quality standards.
- Resolved guest concerns to enhance customer satisfaction and maintain smooth shift operations.
Education
Associate of Arts - Business
Daytona State College
Daytona Beach, FL08-2026
High School Diploma -
Deltona High School
Deltona, FL05-2021
Skills
Client & leadership
- Client Service
- Bilingual: English & Spanish
- Issue Resolution
- Team Leadership
Financial Services
- ACAT & Non-ACAT Transfers
- Brokerage Operations
- Account Research & Documentation
Data Management
- Microsoft Office Suite
- Digital Productivity Tools
- Internal Financial Systems
Certification
- Adobe Certified Associate
LEADERSHIP & AWARDS
- Captain, Blue Brigade Drum Line
- Two-time Gold Medal Band Recipient
- Volunteer, Deltona High School Blue Brigade
Timeline
Associate, Asset Transfer Services
Charles Schwab
10.2024 - 07.2026
Team Leader
Chick-fil-A
12.2020 - 10.2024
Associate of Arts - Business
Daytona State College
High School Diploma -
Deltona High School