Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline

Leon Perry

Investment Banking
Phoenix,AZ

Summary

Result-driven with strong background in customer service, Dedicated to generating customer goodwill and loyalty by developing key relationships and decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business growth strategies.

Overview

16
16
years of professional experience
2
2
years of post-secondary education
1
1
Certification

Work History

Financial Service Representative

Vanguard
Phoenix
05.2022 - 10.2022
  • Provide investment related solutions, guidance and recommendations in response to incoming telephone calls and written correspondence from Financial Advisors, Branch Office Administrators, and/or clients in both an independent and team structure while considering different variables such as legal/regulatory guidelines and risk to the firm
  • Associate provides solutions, guidance and recommendations on the suitability of investments as it pertains to clients
  • Gain and continuously enhance knowledge of individual retirement accounts and employer sponsored retirement plan

Financial Service Representative

Charles Schwab
Phoenix
11.2021 - 03.2022
  • Take 70-90 Inbound calls engaging clients in discussions involving education and navigation on accounts and directing them to the appropriate areas to better assists
  • Care enough to ask the difficult questions being an advocate knowing that just one question, the right question, can change a client's future
  • Resolve client issues by using technology and business authorities within effective methods to meet client goals
  • Gain and continuously enhance knowledge of individual retirement accounts and employer sponsored retirement plan

Financial Service Representative

Ask Staffing
Phoenix
11.2020 - 07.2021
  • Take 70-90 Inbound calls engaging clients in discussions involving education and navigation on accounts and directing them to the appropriate areas to better assists
  • Care enough to ask the difficult questions being an advocate knowing that just one question, the right question, can change a client's future
  • Resolve client issues by using technology and business authorities within effective methods to meet client goals
  • Gain and continuously enhance knowledge of individual retirement accounts and employer sponsored retirement plan

Customer Service Representative II

CVS Pharmacy
Phoenix
01.2020 - 11.2020
  • Take 60-80 Inbound Calls from patients, medical office, pharmacists
  • Refill patients prescription
  • Verifying patients insurance coverage, verifying patient prescription history
  • Faxing doctor offices prior authorization forms
  • Communicating with the department pharmacist

Customer Service

Advisory Group
Phoenix
03.2019 - 09.2019
  • Advisory Services
  • Create a strong customer working relationship with Advisors and their assistants
  • Receive inbound calls from Advisors and customers who have advisory service-related issues
  • Pay close attention to detail, process work accurately eliminating customer complaints
  • Work collaboratively with other business units to assure satisfaction of the needs of our Advisors
  • Work independently to make decisions regarding resolution of issues.

Transfer Agent

Wells Fargo
Phoenix
11.2018 - 01.2019
  • Maintain a record of Stock ownership, including contact information, of an issuer’s registered shareholders.Issue and cancel certificates to reflect changes in ownership
  • Ensure service is compliant with current policies, procedures, rules and regulations of the SEC( US Securities & Exchange Commission )
  • Take ownership of inquiriesability to ask the right question to bring timely, accurate solutions
  • Help shareholders and bondholders when a stock or bond certificate has been lost, destroyed, or stolen.

Retirement Specialist

Edward Jones
Phoenix
09.2017 - 04.2018
  • Respond to operational, technical, regulatory and sales service questions
  • Gain and continuously enhance knowledge of individual retirement accounts and employer sponsored retirement plans
  • Effectively use knowledge, tools and resources to ensure service and processing output is compliant with current policies, procedures, rules and regulations
  • Take ownership of inquiries ability to ask the right question to bring timely, accurate solutions
  • Consistently deliver outstanding service to our branch associates and other department

Branch Manager

BMO Harris Bank
Phoenix
02.2014 - 09.2016

Branch Manager

Bank of America
Phoenix, Florida
10.2006 - 01.2014

Education

Associate of Arts - Business Management

Associate Olive Harvey College, Chicago, IL
08.1989 - 06.1991

Skills

Risk management

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Certification

Scheduled SIE Exam June 13

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Scheduled SIE Exam June 13

06-2023
Financial Service Representative - Vanguard
05.2022 - 10.2022
Financial Service Representative - Charles Schwab
11.2021 - 03.2022
Financial Service Representative - Ask Staffing
11.2020 - 07.2021
Customer Service Representative II - CVS Pharmacy
01.2020 - 11.2020
Customer Service - Advisory Group
03.2019 - 09.2019
Transfer Agent - Wells Fargo
11.2018 - 01.2019
Retirement Specialist - Edward Jones
09.2017 - 04.2018
Branch Manager - BMO Harris Bank
02.2014 - 09.2016
Branch Manager - Bank of America
10.2006 - 01.2014
Associate Olive Harvey College - Associate of Arts, Business Management
08.1989 - 06.1991

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Leon PerryInvestment Banking