Jennifer H. Kincaid
Grand Rapids
Summary
To secure a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company.
Overview
25
25
years of professional experience
Work History
Profit Management Coordinator
Sysco Inc.
Grand Rapids MI
07.2022 - Current
- Consistently monitoring and reviewing the company's pricing system in order to identify and recommend necessary changes to enhance the possibility of or immediately improvement of profit margins.
- Enter new customer agreements
- Provide assistance to sales
Home-Based Customer Service Agent
LiveOps, Inc
03.2009 - 07.2022
- Worked for Allstate as a Customer Service Rep, as well as a Call Auditor
- Also have been servicing Progressive Insurance and Victoria’s Secret.
Registered Sales Associate
Oppenheimer Co
05.2007 - 12.2008
- Regularly conducted stock trades for Clients, prepared Portfolio Reviews for Financial Advisors
- NASD Registered
Junior Financial Advisor
UBS Financial
08.2002 - 01.2006
- Assisted Financial Advisor in managing $30 Million Book of Assets
- Performed all duties of Portfolio Management and Annual reviews for Clients
- Performed regular Stock trades for Clients
Registered Sales Associate
Robert W. Baird, Inc
03.1999 - 08.2002
- Regularly conducted stock trades for Clients, prepared Portfolio Reviews for Financial Advisors
- NASD Registered
- Worked for well-established Financial Advisor with over $40 Million Book of Assets
- Performed Seminars and developed marketing plans for acquiring new clients
Education
Bachelor of Science - Finance and Marketing
Grand Valley State University
05.2004
Skills
- Highly proficient in Excel spreadsheets
- Accurate data entry and easily adaptable to new software
- Accounts Receivable and Payable
- Specification Compliance
- Report Preparation and Analysis
- Adaptable to new software
Timeline
Profit Management Coordinator
Sysco Inc.
07.2022 - Current
Home-Based Customer Service Agent
LiveOps, Inc
03.2009 - 07.2022
Registered Sales Associate
Oppenheimer Co
05.2007 - 12.2008
Junior Financial Advisor
UBS Financial
08.2002 - 01.2006
Registered Sales Associate
Robert W. Baird, Inc
03.1999 - 08.2002
Bachelor of Science - Finance and Marketing
Grand Valley State University