James Colleen
Mesa,AZ
Summary
- Series 7
- Series 66
- Working on CRPS
- Working on Health and Life license
Overview
32
32
years of professional experience
Work History
Investment Advisor
Morgan Stanley
Gilbert, AZ
02.2023 - 01.2024
- Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.
- Identified potential investments and opportunities for clients according to their individual needs.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
Investment Specialist Trainee
Bank of America
Chandler, AZ
12.2021 - 03.2022
- Handled client inquiries with exceptional professionalism and enthusiasm.
- Educated clients on how to conduct transactions with convenient online solutions.
- Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
Office 1
Randstand
Scottsdale, AZ
12.2019 - 04.2020
- Addressed customer service inquiries quickly and accurately.
- Documented conversations with customers to track requests, problems and solutions regarding their financial accounts
- Laid off due to Covid 19
Customer Service Representative
Aerotek
Mesa, AZ
10.2019 - 11.2019
- Cultivated impactful relationships with customers and drove business development by delivering product knowledge.
- Reviewed account and service histories to identify trends and issues.
- Answered customer inquiries and provided accurate information regarding products and services.
19Kilo M1A1 Armor Crewman
United States Army Reserve
08.1991 - 08.1999
- Honorable discharge
- Operated and maintained armored vehicles, such as the M1A2 Abrams Main Battle Tank, in a safe and effective manner.
- Performed preventive maintenance checks on vehicles to ensure proper operation.
Education
Associate of Applied Science - Certified Desert Landscaper
Desert Landscape School
Phoenix, AZ01-2011
Bachelor of Arts - Political Science
Arizona State University, Tempe Campus
1998
Skills
- Salesforce
- Aladdin
- Outlook
- Customer service
Timeline
Investment Advisor
Morgan Stanley
02.2023 - 01.2024
Investment Specialist Trainee
Bank of America
12.2021 - 03.2022
Office 1
Randstand
12.2019 - 04.2020
Customer Service Representative
Aerotek
10.2019 - 11.2019
19Kilo M1A1 Armor Crewman
United States Army Reserve
08.1991 - 08.1999
Associate of Applied Science - Certified Desert Landscaper
Desert Landscape School
Bachelor of Arts - Political Science
Arizona State University, Tempe Campus