Microsoft Office Professional, Salesforce, Accounting Tools
Lawrence "L.C." McCoy
Financial Services And Consulting
Minneapolis,MN
Summary
Reliable and dependable candidate who eagerly collaborates with like-minded colleagues to deliver financial planning presentations and webinars for maximum client reach and service promotion. Proponent of continuing education to update staff knowledge of regulatory changes and industry best practices. Offering excellent communication and good judgment.
Overview
1
1
Certification
Work History
Store Manager
Metro By T-Mobile
Collinsville, IL
- Was active in recruiting, hiring, training, and staffing the best people for the Collinsville store
- Eagle eyes on every store function, monitored sales and inventory, handled sales tracking, and implemented new store programs
- Subject matter expert resource for T-Mobile and Metro by T-Mobile, also took part with company communications, conference meetings, and aided the area manager when disciplinary issues arise in finding effective solutions for the store’s success, lead in the professional development of each team member
Client Service Coordinator, Assistant Lead
Ameriprise
Minneapolis, MN
- Brokerage Swing Team Rep, Mutual Funds and Cert Trans Agent
- Provided client service to team, financial advisors, clients, and third parties with detailed market experience
- Monitored training as a Call Specialist, initiated engagements with advisors through Salesforce, took part in
- Series seven training, and started a minimum of 250 outbound daily engagements for advisors per daily shift Authenticated transactions for our team, audited timecards, and delegated duties to aid our Team Lead’s duties
- Composed and wrote updates for training materials, conducted one on one training programs for new hires
Retirement Services Consultant & Escalated Call Center Assistant Lead
Wells Fargo
Roseville, MN
- Signature Service Level Two)
- Responded to 90-100 inbound employer-sponsored retirement plan phone inquiries, summary plan interpretations, account information, education on investment options, and processed transactions with simultaneous multiple screens used
- Won an average of 3 Outstanding Call awards per month
- Balanced multiple tasks while supplying courteous and efficient service to participants and fellow representatives
- Efficiently explained and managed a high volume of changing plan summaries, while synchronized quality and productivity
- Ability to work under pressure and meet deadlines
MELD Certified Coordinator and Parenting Group Facilitator
The FATHER PROJECT
Minneapolis, MN
- The Minnesota Early Learning Design (MELD) Program supplies education to new parents through long‐term information and support groups
- Joined presentations with staff and clients, attended training and coordinated parenting support groups to share practical parenting skills, employment opportunities, and community events to help families
- Assisted parents in fostering actions in overcoming barriers that restrict them from supporting their children mentally, economically, and emotionally; lead parenting group discussions with between 15- 60 adults bi-weekly through varying concentrated and prepared learning curriculums
Education
Business Administration
Harris-Stowe State University Saint Louis
Saint Louis, MissouriGraceland University
Lamoni, IowaSkills
Team leadership and coaching
Relationship building and management
Order management
Maximizing profitability
Customer Relations
Staff training and development
Product and service sales
Team Building
Operations
Training and mentoring
Sales expertise
Opening and closing procedures
Customer Response
[Type] laws and regulatory compliance
Goals and performance
Strategic thinker
Software
Certification
Series 6 Licensed
Timeline
Series 6 Licensed
05-1996
Store Manager
Metro By T-Mobile
Client Service Coordinator, Assistant Lead
Ameriprise
Retirement Services Consultant & Escalated Call Center Assistant Lead
Wells Fargo
MELD Certified Coordinator and Parenting Group Facilitator
The FATHER PROJECT
Business Administration
Harris-Stowe State University Saint Louis
Graceland University