Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Certification
Timeline
Hi, I’m

Mitchell Thunell

Aspiring Data Analyst
McKinney,TX
Mitchell Thunell

Summary

Detail-focused aspiring Data Analyst with knowledge in data cleaning, visualization and analysis. Proven to understand customer concerns and translate into action. Dedicated and hard-working with passion for Big Data. Seasoned collaborator experienced in meeting customer and stakeholder needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.

Overview

9
years of professional experience
6
years of post-secondary education
4
Certifications
1
Language

Work History

Robinhood

Advanced Brokerage Customer Experience Rep
04.2021 - Current

Job overview

  • Cooperated closely with product development, research, and learning and development teams to support achievement of customer experience outcomes with new and existing products
  • Routinely been selected to mentor new hires and interns, becoming a resource to others as they were integrated and become self-sustaining in their role
  • Collaborated with internal team members to resolve customer concerns and deliver enhanced customer experiences
  • Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution
  • Utilized telephone, online chat, and email platforms at the same time to deliver outstanding customer service
  • Enhanced industry and technical knowledge through active participation in learning and growth opportunities
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly

Bank of America

Retirement Benefits Sr. Financial Service Rep
07.2019 - 04.2021

Job overview

  • Assisting retirement plan participants with financial and investment transactions within 401k, pension, and non-qualified plans
  • Communicate effectively both written and orally, efficiently navigate conversations, ask appropriate questions to understand participant objectives and concerns, and drive client satisfaction by focusing on their needs
  • Researched relevant resources to assist members, identified member representation needs and troubleshot next steps to provide optimal support for member.
  • Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.

Edward Jones

Financial Advisor
04.2018 - 05.2019

Job overview

  • F0cused on deepening client relations by providing financial solutions tailored to client needs that revolved around retirement, paying for education, preparing for the unexpected, saving money on taxes, and estate planning
  • My responsibilities included the ability to communicate my value proposition effectively, attention to detail, building client relations, managing client investment portfolios, uncovering needs, and problem solving

Mindsight

Analytics Associate
04.2014 - 04.2018

Job overview

  • Utilized cross-tabulation software to overlay, organize, and interpret data on a daily basis
  • Responsible for ensuring upper-management had relevant, accurate, and understandable data to create client reports
  • Routinely engaged in questionnaire development, survey programming, field sample management, and data interpretation on a variety of strategic and tactical study types
  • Great attention to detail, time management, and project prioritization

Education

Brigham Young University
Rexburg, ID

Bachelors of Science from Business Management
09.2011 - 07.2017

University Overview

  • 3.8 GPA
  • Extracurricular Activities: Chemistry Tutor

Skills

    SQL

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Accomplishments

Accomplishments
  • Customer Relations - Earned highest marks for customer satisfaction. Repeatedly performing in the top 20%.
  • Collaborated with colleagues in the development and launch of new products (including trade recommendations and retirement products).
  • Trainer - Took on the additional workload of trained new hires for 6 months.

Software

SQL

Tableau

WinCross

Excel

Certification

Google Data Analytics Certificate

Timeline

Google Data Analytics Certificate

03-2023

Complete SQL Bootcamp Certificate

01-2023
Advanced Brokerage Customer Experience Rep
Robinhood
04.2021 - Current
Retirement Benefits Sr. Financial Service Rep
Bank of America
07.2019 - 04.2021

Series 7 - General Securities Representative

06-2018

Series 66 - NASAA Uniform Combined State Law

06-2018
Financial Advisor
Edward Jones
04.2018 - 05.2019
Analytics Associate
Mindsight
04.2014 - 04.2018
Brigham Young University
Bachelors of Science from Business Management
09.2011 - 07.2017

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Mitchell ThunellAspiring Data Analyst