Summary
Overview
Work History
Education
Skills
Affiliations
Certification
References
Timeline
Generic

Gerald Sack

Littleton,CO

Summary

Extremely detail oriented in work processes. Prefers to work in a team setting that encourages collaboration and process improvement, but is also adept at problem solving and working alone in processing and following up to ensure accuracy. Excellent communication skills with proven track record of building client rapport. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Specialist, Trading Operations

Charles Schwab & Co
Lone Tree, CO
09.2011 - 12.2023
  • Identified areas where improvements could be made to existing processes related to trading activities.
  • Provided training sessions for junior traders on topics such as risk management principles and general trading issues.
  • Maintained relationships with external brokers and dealers as well as internal trading teams in order to facilitate efficient execution of trades.
  • Responsible for time sensitive risk assessment and price protection/processing of large aggregated trade volumes.
  • Identification and correction of trade differences between our firm and outside firms such as Fund Companies and Transfer Agents.
  • Processing complicated manual trading activity and training team members on these procedures.

Real Estate Agent

RE/MAX, Keller Williams
Denver, CO
06.2004 - 10.2011
  • Managed real estate transactions from initiation to closing.
  • Facilitated closing processes between lender, mortgage companies, buyers and sellers.
  • Broadened affordable housing and urban development awareness, implementing marketing campaign for teachers and police officers.
  • Networked with industry contacts to expand knowledge of real estate markets and best practices.

Barista

Starbucks
Lone Tree, CO
08.2010 - Current
  • Organized workstations efficiently so that tasks could be completed quickly during peak hours.
  • Greeted and communicated with customers to take beverage orders and offer recommendations based on taste preferences.
  • Maintained calm demeanor during high-volume periods and special events.

New Accounts Representative

Firstbank Of Colorado
Boulder, CO
  • Provided excellent customer service at all times while interacting with clients.
  • Used customer and bank records to investigate and correct errors upon customer request.
  • Specialized in providing advice to clients and internal training to other representatives in retirement products offered by the bank.
  • Managed the merchant account business of our bank. Processing applications, determining viability and establishing rates for small businesses to accept and utilize credit card processing.

Education

High School Diploma -

Broomfield High School
Broomfield, CO
06.1982

Business Administration and Management

University of Northern Colorado
Greeley

Skills

  • Risk Assessment
  • Detail Oriented
  • Problem Solving
  • Strong Communication Skills
  • Customer Relations

Affiliations

  • Love to explore my home state whether it be hiking, biking or driving up the Rockies.
  • Proud to be a Colorado Native and support and cheer for all pro and college sports teams.
  • Enjoy traveling and learning history and culture of other areas. Have been to both Scotland and Ireland in the past few years and loved both equally.
  • Reading and listening to music are my preferred ways to unwind.
  • Come from a large family and I'm happy to say we are all still pretty close even though geographically spread out.

Certification

  • At different times, held Real Estate, Insurance as well as my series 7 and 63 licenses.

References

References available upon request.

Timeline

Specialist, Trading Operations

Charles Schwab & Co
09.2011 - 12.2023

Barista

Starbucks
08.2010 - Current

Real Estate Agent

RE/MAX, Keller Williams
06.2004 - 10.2011

New Accounts Representative

Firstbank Of Colorado

High School Diploma -

Broomfield High School

Business Administration and Management

University of Northern Colorado
Gerald Sack