Kelvin C. Weaver
Atlanta,GA
Summary
Solutions-focused, versatile management professional with dedicated military service. Security clearance obtained. Effective leader who is able to master new roles to achieve positive results. Proficient in managing all areas of technology and customer service in fast-paced retail and technical corporate environments specializing in finance software.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Information Technology Financial Specialist
Grove Point Financial
01.2022 - Current
- Grove Point Financial I administer and troubleshoot many financial softwares and data aggregators including NetX360, Albridge, Investigo, AdvicePay, Docupace, Redtail, Morningstar and many more for our financial advisors and home office employees. I administer OKTA, Unio, Celltrust and Smarsh email for all our financial advisors and home office employees including onboarding and terminating accesses. I assist with troubleshooting any tech issues that may arise for our financial reps and home office through Zendesk and SalesForce ticketing system.
Customer Experience Specialist
Redtail Technology
02.2021 - 01.2022
- At Redtail I provided exceptional customer service and software troubleshooting skills to financial advisors. Assist, create, and manage tech tickets via Zendesk and JIRA for users that are having issues with our CRM platform along with other software platforms. I work closely with Albridge by setting up, removing, and troubleshooting account feeds for our clients along with Investigo and many other financial data aggregation systems. I setup and troubleshoot many financial integration softwares including Pershing NetX360, Clientworks, and Docupace. Create and troubleshoot hosted email accounts and archiving services which includes working with LPL, Smarsh, Microsoft, Google and other hosted email providers. Assist clients with data migrations and backups including Salesforce, Smartworks and other CRM platforms along with any issues that may arise.
Externship Student
Connectivity Wireless
06.2019 - 07.2020
- I worked as a Level 2 helpdesk support providing help to users with their windows laptops and workstations. Assisted in pushing software, running quarterly security audits to make sure laptops have proper install of antivirus solutions. Assisted with VPN install and making sure users have correct access to specific network resources.
Student
Per Scholas
- Taught by experienced Technical Instructors with hands on experience. Per Scholas provided real hands-on practice and knowledge to prepare for what employers are looking for.
Assistant Store Manager
Sprint Communications
05.2016 - 06.2020
- Successfully lead a team of 14 Sales consultants and 4 Technical Consultants at an A100 Sprint Corporate store. Worked with higher-ups weekly to brain storm new ideas to keep sales and my team successful. Managed and assisted with phone repairs with my Technical Consultants. Greeted guests and assisted customers while providing advice to clients regarding particular products or services. Explained the use and advantage of merchandise to customers. Answer customers questions and assist with concerns. Ensuring time verifications and lunch breaks are done properly. Daily coaching's employees and determining an action plan for future performance. Control inventory and submit reports to find solutions to correct issues. Assist in hiring processes as well as handle any termination issues with individuals.
Specialist
United States Army National Guard
03.2013 - 06.2019
- Implemented/followed effective HR policies to soldiers to ensure that practices are in compliance with labor and military regulations. Assisted in effective HR recruitment to civilians interested in joining the 42A(Human Resource Specialist) team. Effectively maintained health, financial, and school benefit records. Seamlessly worked with higher-ups to coordinate and maintain proper HR guidelines.
Education
Psychology B.S. - undefined
Kennesaw State University
Kennesaw, Georgia08.2016
Skills
- Customer service, Microsoft office, Management, Time Management, Military Experience, Teamwork, Problem Resolution
- 4 years of Administrative Experience with many Financial software systems including
- Smarsh, Albridge, Investigo, AdvicePay, NetX360, Morningstar, Redtail Technology, Reg Ed, OKTA, Unio, Laser App, Docupace, Envestnet, Jira, MoneyGuide Pro, SalesForce, Whistic
Languages
English
Certification
- CompTIA A+
- CompTIA Network+
- CompTIA Security+ (Pending)
- Google IT Support
Timeline
Information Technology Financial Specialist
Grove Point Financial
01.2022 - Current
Customer Experience Specialist
Redtail Technology
02.2021 - 01.2022
Externship Student
Connectivity Wireless
06.2019 - 07.2020
Assistant Store Manager
Sprint Communications
05.2016 - 06.2020
Specialist
United States Army National Guard
03.2013 - 06.2019
Psychology B.S. - undefined
Kennesaw State University
Student
Per Scholas
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