Summary
Overview
Work History
Education
Skills
Community Involvement
Timeline
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Paul McPherson

Clermont,FL

Summary

Dynamic and results-driven professional with a proven track record at Charles Schwab, excelling in client relationship management and performance metrics. Recognized for generating $4.5 million in new assets, I bring strong communication skills and a commitment to regulatory compliance, ensuring exceptional service delivery and client satisfaction.

Overview

26
26
years of professional experience

Work History

Fuel Tanker Driver

SWTO/7-Eleven
Orlando, FL
08.2024 - 04.2025
  • Loaded fuel at Orlando and Port Canaveral terminals, adhering to all safety protocols.
  • Delivered fuel to Central Florida gas stations, ensuring timely and safe transportation.
  • Complied with regulations governing transportation of hazardous materials.

Fuel Tanker Driver

Pope Transport
Mt. Olive, NC
08.2021 - 07.2024
  • Adhered to safety protocols while loading fuel at Selma, NC terminals.
  • Delivered fuel to Eastern NC gas stations and military bases, ensuring timely transportation.
  • Complied with regulations governing hazardous materials transport.
  • Received Top 10 Company Safest Driver award for 2023.

Resident Manager

Personal Mini Storage
Clermont, FL
07.2010 - 05.2018
  • Managed 600-unit storage facility, achieving operational excellence and high occupancy rates.
  • Led company-wide marketing team, producing monthly 'Marketing Minute' publication.
  • Earned two 'Site of the Year' awards and six 'Site of the Month' accolades.

Franchise Owner

Big Box Storage
Denver,, CO
04.2005 - 07.2010
  • Owned and operated portable storage franchise serving Colorado front range and Summit County ski communities.
  • Achieved designation as official storage company for the NFL Denver Broncos.
  • Managed sales, marketing, customer relations, and financial performance.
  • Developed strategic marketing initiatives to enhance brand visibility in local market.

Manager Assistant

Enterprise Rent-A-Car
Denver/Buffalo, CO/NY
01.2001 - 06.2005
  • Prepared sales contracts, researched customer needs, and promoted various products and customized services.
  • Collected and recorded rental payments and late fees for entry into various financial reports related to forecasting, budgeting, expenditure scheduling and bill paying.
  • Participated in team meetings to discuss strategies for improving customer satisfaction ratings.
  • Advised on vehicle options and used upselling techniques to promote optional extras to customers according to specific needs.

Registered Financial Representative

Charles Schwab
Denver, CO
08.1999 - 02.2002
  • Advanced from Customer Service Representative to Licensed Representative with Series 7 and 63 licenses.
  • Achieved exceeds most in performance metrics for rapport and client development.
  • Educated clients on the advantages of electronic communication channels to improve service delivery during 71.4% of calls, the highest in the base.
  • Generated $3.1 million in new assets during Q1 2000, followed by $4.5 million in Q2 2000.
  • Selected and trained as team lead for tax inquiries.

Education

Bachelor of Science - Business Administration, Marketing

Northern Michigan University
Marquette, MI
05-1985

Skills

  • Client relationship management
  • Team collaboration
  • Problem solving
  • Communication skills
  • Performance metrics
  • Inbound call management
  • Business development
  • Regulatory compliance
  • Securities trading
  • Client acquisition
  • Positive work ethic

Community Involvement

Lake County Rowing Association (LCRA), Founding Member 2011.

  • Vice President 2011,12 - President 2013,14,15 - Board Member 2011 to 2019.
  • Worked closely with Lake County and the City of Clermont to plan and build a 1 million dollar boathouse facility on Lake Minneola in Clermont, FL. opened in Feb. 2015.
  • Developed youth and Masters programs.
  • Host Colligate and International Olympic teams for training camps.
  • Serve as an assistant Youth Coach.
  • Active as a competetive Masters rower.

Timeline

Fuel Tanker Driver

SWTO/7-Eleven
08.2024 - 04.2025

Fuel Tanker Driver

Pope Transport
08.2021 - 07.2024

Resident Manager

Personal Mini Storage
07.2010 - 05.2018

Franchise Owner

Big Box Storage
04.2005 - 07.2010

Manager Assistant

Enterprise Rent-A-Car
01.2001 - 06.2005

Registered Financial Representative

Charles Schwab
08.1999 - 02.2002

Bachelor of Science - Business Administration, Marketing

Northern Michigan University

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Paul McPherson