Geoffrey North

Provided individual financial counseling, assisted with fraud prevention, account management, ACH traces, and fostering relationships with existing customers to sustain high satisfaction rating and retention. Informed customers about existing products to drive sales for internal departments. Managing between 70-100 calls/day

Worked with customers in a close environment utilizing a high level of communication with a focus on problem solving and interpersonal relationships. High volume in wine and spirit sales. Specifically pairing wine to numerous protein items on the menu.

I worked one-on-one with a Certified Financial Planner who specialized in preferred stock. Coordinated a presentation for current and prospective clients relative to purchasing equity in a Real Estate Investment Trust. I called thousands of perspective clients and coordinated meetings between the CFP and the client. I learned how to create a financial portfolio that would adjust to market mechanics.