Neal Wolfy Trevil
Phoenix
Summary
Technology specialist with extensive experience at US BANK and LPL, recognized for analyzing market trends and improving client experiences through software adoption. Expertise in training end-users and building strong customer relationships, leading to enhanced satisfaction and retention. Proven problem-solving skills and creativity drive successful project outcomes and user support initiatives.
Overview
8
8
years of professional experience
Work History
Advisor Technology Specialist
LPL
08.2024 - Current
- Analyzed market trends to recommend appropriate financial products.
- Collaborated with financial advisors to enhance client service delivery.
- Provided company users with tech support for IT problems and account maintenance.
Point of Sale Implementation Specialist
US Bank NA
01.2019 - 01.2024
- Trained end-users on new software functionalities and best practices to enhance adoption.
- Managed relationships with 35+ merchants to ensure satisfaction and consistent engagement.
- Developed user training materials, including manuals, tutorials, and FAQs in English and French.
- Created internal process improvement initiatives aimed at employee learning and development.
- Collaborated with stakeholders and cross-functional teams to gather project requirements and specifications.
Bilingual Fuel Logistic Specialist
Circle K
01.2018 - 01.2019
- Set up Ingoing and outgoing fuel request of all north american circle k's
- Route, dump loads as neededed to different terminals due to unseen circumstances
Education
Certificate - Advanced Software Development
University of Phoenix
Phoenix, AZ01.2021
Associate - General Business
Rio Salado Community College
01.2018
Skills
- Project requirements gathering
- Training end-users
- Creativity
- Problem solving
- Adaptive
- Customer relationship management
- Analyze market trends
- Peer development
- Customer service
Awards
- CCNA: Intro to Network
- C++
- French - NATIVE
- Advanced certificate Java
Languages
French
Native/ Bilingual
Timeline
Advisor Technology Specialist
LPL
08.2024 - Current
Point of Sale Implementation Specialist
US Bank NA
01.2019 - 01.2024
Bilingual Fuel Logistic Specialist
Circle K
01.2018 - 01.2019
Certificate - Advanced Software Development
University of Phoenix
Associate - General Business
Rio Salado Community College