Preston Kok
Phoenix,AZ
Summary
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Charles Schwab
Phoenix, AZ
05.2024 - Current
- Executed trades and transactions with attention to client directives.
- Enhanced client satisfaction by consistently delivering exceptional customer service.
- Ensured rapid and accurate handling of transactions.
- Stayed informed about economic trends and regulatory updates.
- Engaged with diverse departments for all-encompassing client assistance.
- Educated customers about different types of products available.
Data Services Intern
Matthew’s Real Estate Investment Services
09.2023 - 04.2024
- Served as research intern in data services department at Matthew’s REIS
- Matched property ownerships with corresponding contacts.
- Analyzed national commercial properties to support lead generation efforts for the sales team.
- Prepared reports summarizing project progress and results for management review.
- Maintained accurate records of all activities performed throughout internship period.
Marketing Street Team
Phoenix Suns / Mercury
07.2022 - 11.2023
- Supported marketing and other departments with data collection and promotional tasks.
- Assisted guests with ticket promotions and provided event-related support.
- Worked in the 'Bally Courtyard' during Phoenix Mercury home games.
- Engaged fans at events across the Footprint Center and Valley locations, promoting both the Phoenix Suns and Mercury teams.
Student Manager
Grand Canyon University
11.2020 - 03.2022
- Contributed to the women’s basketball team at Grand Canyon University as student manager and practice player during two seasons.
- Supported team by scouting opponents and assisting coaches with drills.
- Helped the coaching staff by performing sports code during home and away games.
- Rebounding and helping with pre-game warmups for coaches and players were also a key responsibility within the role.
Education
Bachelor’s Degree - Finance
Grand Canyon University
04.2024
Skills
- Communication
- Time management
- Financial markets
- Customer relationship building
Certification
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
Timeline
Financial Services Representative
Charles Schwab
05.2024 - Current
Data Services Intern
Matthew’s Real Estate Investment Services
09.2023 - 04.2024
Marketing Street Team
Phoenix Suns / Mercury
07.2022 - 11.2023
Student Manager
Grand Canyon University
11.2020 - 03.2022
Bachelor’s Degree - Finance
Grand Canyon University
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