Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Manager Equity Trading
Charles Schwab And Co, INC
12.1999 - Current
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Identified and communicated customer needs to market makers for optimal execution of orders.
Created and implemented strategic trading approaches.
Assisted clients with reconciliation of trades
Trained multiple new hires on trading and reconciliation
Registered Financial Representative
Charles Schwab And Co., INC
01.1996 - 11.1999
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Answered phone inquiries from customers to assess needs, financial status and eligibility.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Discussed financial options with clients and provided informed suggestions.
Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.Senior Specialist, Client Services & Support Operational Support Account Solutions at Charles Schwab & Co.