Paul Donahue
Denver,CO
Summary
Active Licenses: SIE, Series 7, Series 63
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
High Net Worth; Customer Relationship Advocate
Fidelity Investments
03.2022 - 11.2023
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Maintained strong client relationships through consistent communication and followup.
- Provided exceptional service to high-value clients, ensuring long-term loyalty and repeat business.
- Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
- Responded proactively and positively to rapid change.
Cook
Wild Blue Yonder
01.2021 - 02.2022
- Identified inefficiencies leading to improved productivity.
- Enhanced customer satisfaction by consistently delivering high-quality, visually appealing dishes.
- Instructed new staff in proper food preparation, storage, use of kitchen equipment and sanitation.
- Prepared meals efficiently under time constraints for timely service during peak hours.
Education
Bachelor of Science - Business Administration
Colorado State University
Fort Collins, CO12.2020
Skills
- Following scripts
- Complaint Investigation
- Customer Relationship Management (CRM)
- De-Escalation Techniques
- Regulatory Compliance
Timeline
High Net Worth; Customer Relationship Advocate
Fidelity Investments
03.2022 - 11.2023
Cook
Wild Blue Yonder
01.2021 - 02.2022
Bachelor of Science - Business Administration
Colorado State University
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