Jonathan Stewart
Omaha,NE
Summary
Versatile professional with experience in customer service, team leadership, and project management. Adept at analyzing client needs and providing tailored financial solutions while ensuring compliance. Strong communicator committed to fostering teamwork and enhancing operational efficiency to achieve strategic objectives.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Financial Services Representative
Charles Schwab & Co
Omaha, Nebraska
03.2026 - Current
- Explained investment options and financial products to customers.
- Managed client onboarding and ensured compliance with regulatory requirements.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Executed trades and transactions with attention to market timing and client directives.
- Assisted clients in understanding complex financial concepts and instruments.
- Educated clients on digital tools for account management and trading.
- Resolved client issues promptly to maintain satisfaction and trust.
- Collaborated with team members to enhance customer service strategies.
- Established strong and positive working relationships within the organization to contribute to team success.
- Ensured that all customer inquiries were answered promptly and completely.
- Assisted clients with account inquiries and transaction processing.
- Provided accurate information regarding fees, commissions, regulations related to financial services.
Line Cook
Outback Steakhouse
02.2022 - 03.2026
- Prepared high-quality dishes in line with Outback Steakhouse standards.
- Ensured ingredient freshness and proper inventory management for optimal service.
- Operated kitchen equipment efficiently while maintaining safety protocols.
- Trained and mentored junior cooks to enhance team performance.
Merchandise Manager
Kameron Marlowe
07.2025 - 10.2025
- Developed and implemented merchandising strategies that increased product visibility and boosted sales performance.
- Analyzed market trends and consumer behavior to optimize inventory levels and product assortments.
- Collaborated with cross-functional teams to execute promotional campaigns, resulting in heightened customer engagement.
- Managed vendor relationships to secure timely delivery of merchandise while maintaining quality standards.
Manager
Outback Steakhouse
02.2022 - 06.2025
- Demonstrated leadership in managing teams of up to 30 employees, utilizing effective problem-solving techniques.
- Coached and motivated team to exceed sales targets while maintaining high standards of customer service.
- Successfully completed complex projects on time while maintaining high-quality standards, showcasing strong project management skills.
- Utilized strong analytical and problem-solving skills to address operational issues.
- Built strong client relationships through proactive communication, contributing to repeat business.
- Resolved customer complaints quickly and efficiently, enhancing customer satisfaction and loyalty.
- Provided efficient and courteous service to customers at all times.
Education
Bachelor of Business - Risk Management & Insurance
University of Georgia
Athens, GA, US05-2025
Schwab SSA Program
Omaha, NE08-2026
Skills
- CRM management
- Account management
- Financial compliance
- Regulatory reporting
- Problem-solving
- Time management
- Staff management
- Team leadership
- Conflict resolution
- Problem-solving
- Goal-oriented
- Effective communication
- Verbal communication
- Adaptability
- Communication
- Adaptability
References
References available upon request
Certification
- SIE
- SERIES 7 License
- SERIES 63 License
Timeline
Financial Services Representative
Charles Schwab & Co
03.2026 - Current
Merchandise Manager
Kameron Marlowe
07.2025 - 10.2025
Line Cook
Outback Steakhouse
02.2022 - 03.2026
Manager
Outback Steakhouse
02.2022 - 06.2025
Bachelor of Business - Risk Management & Insurance
University of Georgia
Schwab SSA Program