Hunter Vogel
Cibolo,TX
Summary
Possesses versatile skills in time management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in completing tasks and solving problems.
Overview
7
7
years of professional experience
1
1
Certification
Work History
EServices Senior Specialist
Charles Schwab
09.2021 - Current
- Communicating and problem solving with our clients regarding various issues
- Place trades for clients over Schwab.com live chat
- Team Outing SME - Responsible for planning and organizing team events outside of work
- Team recognition SME - Responsible for creating quarterly presentations recognizing my team member's contributions, accomplishments, and our top performing metrics
Operations Associate
Morgan Stanley
09.2017 - 09.2021
- Responsible for depositing incoming check deposits
- Worked with outside vendors to make sure the office was supplied
- Responsible for filing and record keeping of client documents
- Performed internal audits on client transactions including internal transfers and wires for multiple branches
Education
Bachelors of Business Administration - International Business, Economics
University of Mary Hardin Baylor
05.2017
Skills
- Communication
- Fast Learner
- Ability to Work Under Pressure
- Time Management
- Adaptability
Certification
- CAM 6 Anti Money Laundering Specialist
- Series 7
- Series 63
References
- Paul Lewis, Charles Schwab, paul.lewis@schwab.com, 737-977-1581
- Jennifer Talamantes, Charles Schwab, jennifer.talamantes@schwab.com, 512-317-6311
Timeline
EServices Senior Specialist
Charles Schwab
09.2021 - Current
Operations Associate
Morgan Stanley
09.2017 - 09.2021
Bachelors of Business Administration - International Business, Economics
University of Mary Hardin Baylor
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