Mark Leverenz

O'Fallon,MO

Summary

Dynamic financial services professional with extensive experience at Charles Schwab, excelling in advanced trading software and risk management. A skilled communicator and problem solver, I foster strong client relationships while educating on complex financial products. Proven ability to enhance team performance and drive client satisfaction through tailored solutions.

Overview

years of professional experience

Certification

Work History

Sr Specialist Trader Services

Charles Schwab

04.2022 - Current

Proficient at Advanced Trading software for strategy analysis and efficient order placement.
Ability to teach complex strategies, financial products, and services. Provide service to self managed accounts by giving solutions to everyday problems.
Advanced derivatives knowledge and strategies with trading experience myself.
Risk Management- ability to explain complex margin risk situations with clients while protecting company risk.
Build team rapport and help guide teammates with every day challenges

Financial Services Representative

TD Ameritrade

08.2020 - 04.2022

Assisted clients with account inquiries, ensuring accurate information and prompt resolution of issues.
Educated clients on financial products and services, increasing product awareness and usage.
Resolved complex customer concerns through effective communication, fostering long-term client relationships.

Life Insurance Sales Representative

Synergy Wealth Solutions- Mass Mutual

05.2019 - 08.2019

Developed tailored insurance plans to meet client needs and financial goals.
Built strong client relationships through effective communication and follow-up strategies. Cold-Call Sales experience.

Education

Bachelor of Science - Finance And Banking

University of Missouri

Columbia, MO

05-2020

Skills

- Skilled Communicator

- Expert in Think or Swim

- Problem Solver

- Time Management

- Personal Trading Experience

- Team Oriented