Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
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Gary Poff

Phoenix,AZ

Summary

Recently retired licensed financial professional. I’ve traveled the world and now I’m eager to get back to work. Presently seeking a customer service role with a client centric organization. Offer enduring track record of delivering exceptional client experience.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Compliance Associate Disputes

Experian
06.2023 - 01.2024
  • Assisted conusmers with credit disputes
  • Conducted research and updated credit reports when necessary for accuracy in accordance with federal and state regulations
  • Educated consumers about credit within the confines of state and federal regulations
  • Recognized by receiving the full bonus after 6 months of employment
  • I was the only one out of 24 new hires to earn this bonus.

Client Case Specialist, Senior Associate

The Vanguard Group
01.2018 - 07.2022
  • Manage book of business focused on enhancing client experience, uncovering needs and satisfy with suitable products and services
  • Recognized for outside the box problem solving, de elevating dicey situations and making an emotional connection with shareholders
  • Provide support and education to foundational associates by Sharing best practices to solve problems creatively within the confines of Vanguard’s principles and procedures.

Flagship Services

The Vanguard Group Inc.
Scottsdale, AZ
08.2014 - 02.2018
  • Managed a book of business including over 2300 high net worth clients
  • Strong time management, problem resolution, relationship building and technical expertise.

Voyager Growth – PAS Pilot

The Vanguard Group Inc.
Scottsdale, AZ
03.2012 - 08.2014
  • Joined a small pilot team to unveil and ramp up Vangaurd’s new advice offer
  • Collaborated with a highly talented team, shared best practices and contributed to established standards in alignment with Vanguard principles and adherence to regulations.

Integrated Client Services

The Vanguard Group Inc.
Scottsdale, AZ
06.2010 - 03.2012
  • Flexed between phones and back office in response to operational challenges
  • Served as gatekeeper regarding clearing risky transactions
  • Accurately and efficiently completed complex requests involving change of ownership, establishing trust accounts and guardian accounts.

Plan Solutions Group

The Vanguard Group Inc.
Scottsdale, AZ
10.2007 - 06.2010
  • Maintained a book of business to assist our small business clients re state or terminate their qualified plans in compliance with EGGTRA
  • Conveyed empathy and worked to make a seemingly difficult transition easy for proprietors affected by the new regulations
  • Often delighted clients with suitable alternatives to their qualified plan.

Education

High School Diploma -

Valley Christian Academy
Grand Terrace, CA
06-1988

Some College (No Degree) - Humanities

Maricopa Community Colleges - Mesa Community College
Mesa, AZ

Skills

  • Creativity
  • Leadership
  • Organization
  • Problem solving
  • Teamwork

Certification

  • 6
  • 7
  • 63
  • 66

Personal Information

Title: Multifaceted Client Contact Professional

Timeline

Compliance Associate Disputes

Experian
06.2023 - 01.2024

Client Case Specialist, Senior Associate

The Vanguard Group
01.2018 - 07.2022

Flagship Services

The Vanguard Group Inc.
08.2014 - 02.2018

Voyager Growth – PAS Pilot

The Vanguard Group Inc.
03.2012 - 08.2014

Integrated Client Services

The Vanguard Group Inc.
06.2010 - 03.2012

Plan Solutions Group

The Vanguard Group Inc.
10.2007 - 06.2010

High School Diploma -

Valley Christian Academy

Some College (No Degree) - Humanities

Maricopa Community Colleges - Mesa Community College

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Gary Poff