Olivia L. Quintanilla
Summary
Results-driven professional with extensive client-facing experience, showcasing adaptability and a proactive approach to change. Demonstrated integrity and strong work ethic, enhancing teamwork and problem-solving capabilities. Detail-oriented focus on delivering exceptional service and driving growth in challenging environments.
Overview
12
12
years of professional experience
Work History
Associate, Operations ATS & OSAS - IS
Charles Schwab & Company
3000 Schwab Way, Westlake, TX. 76262
09.2023 - Current
- Collaborated with cross-functional teams to improve client service and experience, by enhanced service team associates' knowledge of bluezone functions through tips and best practices.
- Provided assistance to team on understanding enlighten and offshore error reporting processes, by working with individuals one-on-one.
- Skilled at working independently and collaboratively in a team environment.
- Managed incoming calls and emails, ensuring timely communication.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Associate, Wealth Management Services Regional Account Services
TD Ameritrade Institutional
Southlake, TX.
07.2018 - 09.2023
- Handling of Incoming ACAT, Non-ACAT, Rollover and Mutual Fund Transfers for the Institutional side of the business.
- Ability to identify opportunities to improve efficiency in processes and work with the team to provide solutions.
- Cross trained in New Accounts, Move Money & Roth Conversion check disbursements.
- Self-motivated, with a strong sense of personal responsibility.
Supply Chain Logistics Analyst
Galderma Laboratories
Headquarters - Fort Worth, TX.
07.2016 - 07.2018
- Streamlined operations and prioritized tasks, allowing senior staff to increase revenue by $116 Million dollars in less than 24 months, by working independently on aged invoices that were never paid.
- Assist large accounts in chain supply, allocate chargeback discrepancies.
- Handled high-volume paperwork and collaborated with administrators to resolve invoicing and shipping problems.
Director of Business Development
Addiction Campuses
Dallas, TX.
02.2015 - 03.2016
- Enhanced company's market presence through targeted networking events and relationship building.
- Optimized lead generation efforts by implementing CRM tools and refining prospecting techniques.
- Secured new partnerships by identifying and pursuing potential collaborators within various industries.
Marketing, Sales, and Business Manager
Advanced Surgical Arts, LLC
Plano, TX.
10.2013 - 01.2015
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Trained and guided team members to maintain high productivity and performance metrics.
- Managed purchasing, sales, marketing and customer account operations efficiently.
Education
High School -
Trinity High School
Euless, Texas01.1987
Skills
- Self-motivated and enthusiastic
- Critical thinking
- Teamwork and collaboration
- Friendly, positive attitude
- Decision-making
- Problem-solving
Timeline
Associate, Operations ATS & OSAS - IS
Charles Schwab & Company
09.2023 - Current
Associate, Wealth Management Services Regional Account Services
TD Ameritrade Institutional
07.2018 - 09.2023
Supply Chain Logistics Analyst
Galderma Laboratories
07.2016 - 07.2018
Director of Business Development
Addiction Campuses
02.2015 - 03.2016
Marketing, Sales, and Business Manager
Advanced Surgical Arts, LLC
10.2013 - 01.2015
High School -
Trinity High School