Summary
Overview
Work History
Education
Timeline
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Julie Burnett

Omaha,NE

Summary

Enthusiastic leader who can utilize problem solving skills to adapt to an ever-changing work environment. Motivated educator with expert team leadership, planning and organizational skills built during successful career. Diligent trainer and mentor with exceptional management abilities and results-driven approach.

Overview

13
13
years of professional experience

Work History

BMIT Teacher

Omaha Public Schools
07.2018 - Current
  • Integrate technology, leadership and communication within a diverse learning population
  • Plan and guide learning process to help students achieve classroom objectives
  • Create and apply effective instructional methods to curriculum
  • Collaborate with students, staff and administration to support the school's mission and vision.

Brokerage Service Representative

Charles Schwab
06.2022 - 03.2025
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Discussed financial options with clients and provided informed suggestions.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Program Manager - Retail Cross Sell Program

TD Ameritrade
07.2016 - 08.2017
  • Proactively monitored cross sell production data to use to inform business partners of trends/patterns and make recommendations for change.
  • Created presentations, graphs and dashboards to display cross sell business results by utilizing Microsoft PowerPoint and Excel.
  • Partnered with Senior Leadership to identify metrics to be tracked, which included key performance indicators, to ensure annual retail business goals were met.
  • Developed trusted partnerships with business leaders based on collaboration and knowledge of business.
  • Responsible for the creation and implementation of the cross sell program training for new retail managers.

Financial Services Manager

TD Ameritrade
06.2014 - 07.2016
  • Responsible for the development, retention, success and supervision of new financial professionals
  • Provided weekly individual coaching to monitor the adherence of company policy and procedures.
  • Created high performance standards for team to ensure all department goals were met and/or exceeded.
  • Utilized strong leadership skills to develop the team's capabilities and increase their overall engagement within their job function.
  • Demonstrated the ability to adapt to an ever-changing work environment, while utilizing LEAN principles.

New Client Development Consultant

TD Ameritrade
04.2012 - 06.2014
  • Assisted clients with understanding tools/resources, by providing an educational walk through of the new account application process.
  • Capitalized on new client onboarding process (inbound phone call/Liveperson Chat) by identifying additional assets and ultimately growing share of wallet
  • Ensured client's first experience was lasting, by delivering in-depth product knowledge and sales techniques aimed at positively impacting customer experience.

Education

Masters of Arts in Teaching -

College of Saint Mary
Omaha
2019

Masters of Organizational Leadership - undefined

College of Saint Mary
Omaha, NE
2009

Bachelors in Business Leadership: Summa Cum Laude -

College of Saint Mary
Omaha, NE
2007

Timeline

Brokerage Service Representative

Charles Schwab
06.2022 - 03.2025

BMIT Teacher

Omaha Public Schools
07.2018 - Current

Program Manager - Retail Cross Sell Program

TD Ameritrade
07.2016 - 08.2017

Financial Services Manager

TD Ameritrade
06.2014 - 07.2016

New Client Development Consultant

TD Ameritrade
04.2012 - 06.2014

Masters of Arts in Teaching -

College of Saint Mary

Masters of Organizational Leadership - undefined

College of Saint Mary

Bachelors in Business Leadership: Summa Cum Laude -

College of Saint Mary

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Julie Burnett