Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Micah Cooper

Irving,TX

Summary

Through experience working as a Financial Services Representative/Stock Broker, I am proficient in problem solving and conflict resolution to meet targets and ensure client satisfaction. I am more than eager and always dedicated to collaborate with the team or a teammate over different strategies or processes to help strengthen teammates and the team as a whole. Being a flexible individual, I am willing to learn how to accomplish any new tasks and take them head on to help ensure success for the team and business as a whole.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Services Representative

TD Ameritrade
10.2021 - 05.2023
  • Managed an average of 55 phone calls a day with an average handling time of 9 minutes and 30 seconds per call, while simultaneously achieving a satisfaction rating of 91.7 percent for client experience
  • Worked with the private client services team in after hours to accommodate any needs that may arise for high level net worth individuals
  • Monitored debit card activity for clients, while also canceling or having new debit cards sent to clients when fraudulent activity had arisen
  • Accommodated clients by placing mutual fund, equity stock, and ETF orders
  • Lead team huddles weekly to collaborate with teammates in regards to any market news, while setting goals for individuals on the team and also for the team as a whole.

Delivery Driver

Upholstery Bar Custom Furniture
09.2020 - 07.2021
  • Inspected custom made furniture to insure the items did not have any type of defects before delivering
  • Examined work orders to determine which items needed to be loaded onto truck for the easiest and most efficient unloading of the truck for deliveries of the day
  • Routed driving to have the most efficient cross country trips taking into factor multiple stops in different states
  • Operated a 26 foot box truck and large van to reach destination as far as 1,300 miles away for out of state deliveries on a bi-weekly basis

Supervisor

Clear Fork Services
01.2018 - 08.2019
  • Followed a weekly budget for supplies needed to complete jobs in order to maximize potential profit
  • Planted trees on newly developed land to create curb appeal for potential investors
  • Installed and performed preventative maintenance on irrigation systems for commercial business properties
  • Completed jobs to the client’s specifications while managing a crew of workers dealing who did not speak the same language

Education

BBA - Finance

University of North Texas
Denton, Texas
07.2021

Skills

  • Team Building
  • Leadership
  • Conflict resolution
  • Problem Solving
  • Flexibility
  • Communication
  • Time Management

Certification

  • SIE
  • Series 7
  • Series 63

Timeline

Financial Services Representative

TD Ameritrade
10.2021 - 05.2023

Delivery Driver

Upholstery Bar Custom Furniture
09.2020 - 07.2021

Supervisor

Clear Fork Services
01.2018 - 08.2019

BBA - Finance

University of North Texas

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Micah Cooper