Keith McDonald
Charlotte,United States
Summary
Efficient professional with 20+ years of experience and a proven knowledge of customer communications, customer needs assessment, and customer retention. Aiming to leverage my skills to successfully fill a role at your company.
Overview
20
20
years of professional experience
Work History
Investment Services Representative
Vanguard
Charlotte, NC
09.2022 - Current
- SIE
- Series 7
- Series 63
- Orders trained
- Added to the Investments Prioritized queue to enhance the high net worth client experience.
- Worked with business partners in risk and ECS to resolve complex client issues
- Spearheaded a problem solving team to address trade path issues and presented solutions to management.
- Met, maintained, and exceeded KPI's for the investment services journey.
- Involved in peer to peer reviews and ongoing coaching with crewmembers.
Loan Officer
Cardinal Financial Company
Charlotte, United States
09.2020 - 12.2021
- Selling benefits to clients by meeting their needs in refinancing and home purchases
- Being the primary point of contact from the application process to the funding of the loan.
Manager/bartender/server
Cajun Yard Dog
Charlotte, United States
04.2007 - 09.2020
- Building guest relationships through communication, not just taking orders
- Opening duties include communication with the kitchen about food specials and items that are out/running low
- Closing duties include resetting the restaurant for service
- End of night paperwork including financials and sales targets for the next day
- Training new staff while managing the current team.
Manager
Palomino Restaurant & Bar
Charlotte, United States
06.2004 - 02.2006
- Writing weekly schedules for Servers, Bussers, Hosts, and Bartenders with labor goals in mind
- Responsible for ordering beer, wine, and liquor on a weekly basis while maintaining a targeted beverage cost
- Screening all initial front of the house applicants through a series of interviews
- Passing on those recommendations to the General Manager
- Monitoring the dining and bar area on a daily basis to guide staff and make the guest experience a memorable one.
Education
Accounting - Accounting
St. Bonaventure University
05.2024
Skills
- Sales Targets
- Financials
- Accounting
- Dining
- Kitchen
- Regulatory Compliance
- Data Entry
- Customer Service Oriented
- Customer Service
- Investment strategies
- Securities Trading
- Critical Thinking
- Cost Evaluation
- Retail Sales
Work Authorization
United States
Personal Information
Title: Investments broker
Languages
English, Intermediate
Timeline
Investment Services Representative
Vanguard
09.2022 - Current
Loan Officer
Cardinal Financial Company
09.2020 - 12.2021
Manager/bartender/server
Cajun Yard Dog
04.2007 - 09.2020
Manager
Palomino Restaurant & Bar
06.2004 - 02.2006
Accounting - Accounting
St. Bonaventure University
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