Lance Gillespie
Denver,CO
Summary
Driven, customer service oriented Financial services representative with two and a half years of experience in the field. Dedicated to putting clients first, by finding their unstated needs, while educating them and assisting with any issues they may have.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Trader Services Specialist
Charles Schwab
03.2023 - Current
- Educated clients on market mechanics, order types, market news, and assisted with any account activities daily.
- Assisted with and taught clients how to use two separate state of the art trading platforms (Streetsmart Edge and ThinkorSwim).
FINANCIAL SERVICES REPRESENTATIVE
CHARLES SCHWAB
10.2021 - 03.2023
- Work as the first point of clients when it comes to technical support, help within their accounts or placing trades
- Knowledgeable in market mechanics, our Schwab systems, and market news
- Have the ability to use the EDGE model diligently to uncover needs that the client may have not known they had.
RECRUITER
SPENCER OGDEN
07.2021 - 09.2021
- Worked as a recruiter for Transportation Engineers throughout the state of California and the west coast.
SKI SCHOOL, TICKETS AND PASS SALES REPRESENTATIVE
VAIL RESORTS
11.2020 - 04.2021
- Work a point of sale system daily to make sure customers are receiving the correct products while providing excellent customer service
- Troubleshoot issues that customers are having face to face as well as over the phone
- Work with Vail's point of sale system as well as excel spreadsheets
- Help run audits at the end of each shift.
JOB SKILLS TRAINER
ENGAGE EMPLOYMENT SOLUTIONS, LLC
08.2020 - 11.2020
- Train individuals with disabilities (autism, cerebral palsy, etc.) when they begin new jobs to help them become successful workers
- Write daily reports on the progress of the individual and they are performing on the job
- Communicate with Vocational counselor on individual's job performance.
EVENTS PLANNER
COLORADO STATE UNIVERSITY
08.2019 - 03.2020
- Worked to organize events throughout the Colorado State Canvas Stadium
- Meet the client's needs to ensure successful event
- Stayed flexible and worked non-standard hours (such as Friday and Saturday nights).
LINE COOK & FRONT DESK ASSOCIATE
PIZZA CASBAH
09.2017 - 03.2019
- Worked to diligently complete all tasks at hand including helping customers, cook to order, and closing store.
Education
BACHELOR OF SCIENCE - Environmental and Natural Resource Economics
COLORADO STATE UNIVERSITY
05.2020
Skills
- Proficient in Microsoft Office, Excel, and PowerPoint
- Team Leader
- Organizational Skills
- Strategic Thinker
- Time Management
- Written & Oral Communication
- Technical Analysis
- Equity derivatives
Activities
- Captain of high school lacrosse team (State Champions 2014)
- PE Partner all four years of high school (helped special needs students in Physical education)
- CO-OP Work Program and OSHA Certified
- Over 200 community service hours with non-profits McBackpack, Family Legacy, and the ASPCA.
Certification
- Series 7
- Series 63
Timeline
Trader Services Specialist
Charles Schwab
03.2023 - Current
FINANCIAL SERVICES REPRESENTATIVE
CHARLES SCHWAB
10.2021 - 03.2023
RECRUITER
SPENCER OGDEN
07.2021 - 09.2021
SKI SCHOOL, TICKETS AND PASS SALES REPRESENTATIVE
VAIL RESORTS
11.2020 - 04.2021
JOB SKILLS TRAINER
ENGAGE EMPLOYMENT SOLUTIONS, LLC
08.2020 - 11.2020
EVENTS PLANNER
COLORADO STATE UNIVERSITY
08.2019 - 03.2020
LINE COOK & FRONT DESK ASSOCIATE
PIZZA CASBAH
09.2017 - 03.2019
BACHELOR OF SCIENCE - Environmental and Natural Resource Economics
COLORADO STATE UNIVERSITY