Patrick Tinney

• Greet visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
• Manage front office operations for a 131 room hotel.
• Maintain an organized reception area, creating a welcoming atmosphere for clients and visitors.
• Enhanced customer satisfaction by promptly addressing inquiries and resolving concerns at the front desk.
• Responsible for accounting functions including accounts payable/
  receivable.

• Promoted superior customer experience by addressing concerns, demonstrating empathy, and resolving problems swiftly.
• Trained and mentored new team members.
• Cross-trained and backed up our Retail Account Management team.
• Developed highly empathetic client relationships and earned a reputation for exceeding service standard and efficiency goals.
• Worked on an 8 month special project with our staging team to consolidate duplicate accounts and remove unnecessary account data.
• Researched and entered customers trades placed online that did not initially process correctly.
• Built strong relationships with clients, fostering trust and loyalty while promoting our company brand.
• Delivered exceptional customer service to customers by leveraging extensive knowledge of products and services and created positive client experiences by building rapport.
• Managed high call volumes while maintaining quality service standards, leading to 28 positive customer compliments over tenure at T Rowe Price.
• Followed up with customers about resolved/unresolved issues to maintain high standards of customer service.

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• Reduced operational errors with thorough review of client deposits, ensuring accurate data input and updates.
• Built strong relationships with our branch office personnel through clear communication and prompt resolution of any outstanding issues.
• Conducted comprehensive reviews of clients financial statements to determine margin requirements accurately.
• Handled cash and checks with high accuracy and took care to check bills and paperwork for fraud.

Traded stocks, purchased options and sold covered calls for own account.

Traded stocks as a liquidity trader for my own account.

Day traded stocks for own account using technical analysis, financial news resources and analyst reports.