Summary
Skills
Work History
Education
Timeline
Generic
Karen Zicht

Karen Zicht

Customer Service Position
Wichita,Kansas

Summary

As a self-motivated professional, I'm seeking a customer service position. I have a passion to build relationships and provide excellent customer service. I enjoy working directly with clients and view my role with clients as an educator when helping them make the best decisions for themselves. I thrive in a problem-solving environment and managing multiple priorities. I believe in being a life-long learner and seek out professional development. Excited to make a difference in the lives of your customers and contributing to your company's success.

Skills

  • Securities License: Series 26,Series 7,Series 66
  • Stock and Mutual Fund Trading
  • Life, Health & Annuity Insurance License
  • Recruiter
  • Staff Trainer
  • Project Management
  • Lead Author of technical manual
  • Sales Proficiency
  • Leadership
  • Attention to detail
  • CRM Software : SalesForce experience
  • Microsoft Office Suite

Work History

Investment Advisor | Insurance Agent | Principal

Transamerica Financial Advisors, Inc.
04.2014 - Current
  • Met with existing and prospective clients across the country to discuss assets, expenses and financial goals and provide customized recommendations on financial investment options and insurance solutions.
  • Recruited, trained and mentored new financial agents .
  • Supervised the securities-related business of other Registered Representatives
  • Expanded customer base through referrals, community outreach and strategic business partnerships.
  • Achieved repeat business and referrals by building solid customer relationships.
  • Pursued continued professional development through financial designations, presentation opportunities, workshops and courses.
  • Conducted meetings with Zoom and other video conferencing applications.
  • Maintained a physical financial services office in Tampa, FL from 2011 - 2022.

Investment Advisor & Insurance Agent

LPL Financial Services
01.2011 - 03.2014

Investment Advisor & Insurance Agent

Ameriprise Financial Services, Inc.
11.2008 - 01.2011

IT Project Manager

Syniverse Technologies LLC
03.2008 - 10.2008
  • Led and managed staff from multiple internal departments engaged in administering complex IT infrastructure.
  • Oversaw large portfolio of projects to support teams, report progress and influence positive outcomes for key stakeholders.
  • Identified plans and resources required to meet project goals and objectives.

IT Project Manager

Verizon Business
04.2007 - 12.2007
  • Independent contractor assigned to Verizon Business from an employment agency that specialized in Information Technology assignments.
  • Oversaw large portfolio of projects to support teams, report progress and influence positive outcomes for key stakeholders.
  • Met project deadlines without sacrificing build quality or workplace safety.

IT Project Manager & Product Support Specialist

AT&T Global Services
05.1999 - 12.2006
  • Managed and prioritized multiple projects simultaneously, worked independently and drove results.
  • Worked with IBM enterprise systems; operating systems software including MVS, VM and VSE. Provided software support for VTAM and TCPIP products.
  • Worked directly with clients in a troubleshooting environment via in-person meetings, phone, email and remote assistance applications.
  • Worked with internal personnel on reported errors and bugs with software and hardware issues.
  • Installed software release fixes and new versions to software products.


IT Project Manager & Product Support Specialist

IBM Corporation
07.1979 - 05.1999
  • Troubleshot and resolved customer concerns in networking devices and infrastructure across enterprise operating systems and telecommunications products, including VTAM and TCPIP.
  • Worked in software support call centers and external direct customer support environments.
  • As a Senior Program Support Representative, managed an enterprise hardware and software system for internal education needs.
  • Leveraged project management processes and tools to define and execute projects.
  • Performed testing of a new IT enterprise configuration with a team and co-authored a technical manuel of our results at an IBM Research and Development Center in Boeblingen, Germany.
  • Instructor to experienced and new IBM service personnel of IBM Enterprise operating systems software, through multiple temporary assignments.
  • Worked across multiple IBM business units, through multiple temporary assignments, which included direct sales opportunities with external clients.
  • Permanent assignments in Cleveland, OH (1979-1981) and Research Triangle Park, NC (1992-1997). Variety of temporary assignments in Boeblingen, Germany' Chicago, IL; Binghamton, NY and Tampa,FL .

Education

Professional Licenses - Series 26, Series 66, Series 7

FINRA - Financial Industry Regulatory Authority
Tampa, FL
02-2009

Professional License - FL 2-15 Life, Health & Variable Annuity Insurance

Florida Department of Insurance
Tampa, FL

Professional Certification - CRPC Designation

College For Financial Planning, Inc.
Tampa, FL
04-2011

Bachelor of Science - Business Management

University of South Florida
Tampa, FL
12-1984

Timeline

Investment Advisor | Insurance Agent | Principal

Transamerica Financial Advisors, Inc.
04.2014 - Current

Investment Advisor & Insurance Agent

LPL Financial Services
01.2011 - 03.2014

Investment Advisor & Insurance Agent

Ameriprise Financial Services, Inc.
11.2008 - 01.2011

IT Project Manager

Syniverse Technologies LLC
03.2008 - 10.2008

IT Project Manager

Verizon Business
04.2007 - 12.2007

IT Project Manager & Product Support Specialist

AT&T Global Services
05.1999 - 12.2006

IT Project Manager & Product Support Specialist

IBM Corporation
07.1979 - 05.1999

Professional Licenses - Series 26, Series 66, Series 7

FINRA - Financial Industry Regulatory Authority

Professional License - FL 2-15 Life, Health & Variable Annuity Insurance

Florida Department of Insurance

Professional Certification - CRPC Designation

College For Financial Planning, Inc.

Bachelor of Science - Business Management

University of South Florida

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Karen ZichtCustomer Service Position