Summary
Overview
Work History
Education
Skills
Software
Skills
Certification
Timeline
Generic

Kane Owens

South Jordan,UT

Summary

Knowledgeable and dedicated service professional with extensive experience in the finance industry. Solid team player with an outgoing, positive demeanor and proven skills in establishing rapport with clients. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Dynamic individual with hands-on experience in detecting fraud and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Fraud Analyst

E*TRADE
06.2024 - Current
  • Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
  • Tracked fraud cases and monitored trends to develop strategies for prevention.
  • Analyzed financial statements to identify discrepancies, irregularities and fraudulent activity.
  • Interviewed clients thoroughly, asking appropriate questions to ascertain critical details about each case.

Senior Financial Service Representative

E*TRADE Financial
10.2021 - Current
  • Assisted clients in navigating complex financial products, ensuring clients made informed investment decisions.
  • Managed 30-60 cases, calls, and emails per day for all issues related to Line of Credit, Transfer of Accounts, Anti Money Laundering, Senior Investigations, Customer Due Diligence, Enhanced Due Diligence, trading, and complicated financial account troubleshooting.
  • Provided hands-on training in daily processes and job duties.
  • Interviewed credit applicants to obtain personal and financial data needed to complete credit reports.
  • Facilitate transfer of clients' assets from and to other institutions, both foreign and domestic.
  • Enhanced company efficiency by identifying bottlenecks in processes and proposing effective solutions.
  • Acted as liaison between front office and back office teams to complete escalated Line of Credit, Transfer of Accounts, Trading, Anti Money Laundering, CDD, EDD and Senior/vulnerable client cases.

Salesman

Self-employeed
03.2021 - 08.2021
  • Visited customer locations to evaluate requirements, demonstrate product offerings and propose strategic solutions for diverse needs.
  • Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
  • Generated $72000 in revenue in four months

HVAC Technician

KHI/CCI Mechanical
11.2016 - 01.2021
  • Planned, monitored and analyzed project costs to meet financial goals.
  • Drafted project reports to identify successful outcomes, insights and future recommendations.
  • Reviewed work of external and internal contractors to guarantee consistency with quality and safety standards.
  • Consistently handled between 5-7 emergency calls per week

Education

Applied Technology And Technical Specialties - HVAC

Utah Career Center
Salt Lake City, UT
12.2021

Skills

  • Critical Thinking
  • Attention to Detail
  • Self-Motivated
  • Ownership
  • Salesforce CRM
  • Microsoft Office
  • Product Education
  • Problem Resolution
  • Account information review

Software

Microsoft Office

,

Internal Finance Support Software

Skills

  • Internal Finance Software
  • Microsoft Office

Certification

SIE

Series 7

Series 63


Timeline

Fraud Analyst

E*TRADE
06.2024 - Current

Senior Financial Service Representative

E*TRADE Financial
10.2021 - Current

Salesman

Self-employeed
03.2021 - 08.2021

HVAC Technician

KHI/CCI Mechanical
11.2016 - 01.2021

Applied Technology And Technical Specialties - HVAC

Utah Career Center

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