Purpose Blackwealth
Summary
Highly motivated professional with 20+ years of entrepreneurial, customer service and management experience. An autodidact with a strong work ethic, adaptability and exceptional interpersonal skills. Adept at working independently in a management capacity as well as a collaborative team member. Skilled in working under pressure and adapting to new situations and challenges.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Customer Relationship Manager
Morgan Stanley/E*TRADE
12.2023 - 04.2024
- Received incoming calls and answered various questions related to customer portfolios and accounts
- Verified customer accounts according to E*Trade protocol
- Provided excellent customer service using E*Trade Service Excellence Skills EASE training model to engage customers, assess client needs, respond to requests and enhance client experience
- Helped customers navigate website, and troubleshoot account problems
- Proactively identified opportunities for upselling or cross-selling additional products/services during interactions with existing customers
- Helped identify opportunities for client retention and minimizing risk when necessary
- Maintained a high level of personal integrity in compliance with E*TRADE's Code of Conduct
- Collaborated with others via slack and teams to aid clients resolution
- Utilized Salesforce to research click paths and answer customer queries
District Leader
Primerica
04.2023 - 02.2024
- Established productive working relationships with clients
- Developed a base for long-term sources of clients
- Compiled lists of prospects
- Talent acquisition
- Used various marketing strategies such as cold-calling, email, and social media to acquire new clients, business partners, and to nurture relationships
- Determined clients' particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments
- Direct sales
- Used CRM software to track client interactions & relationships
- Ascertained clients' long-term goals
- Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation
- Communicated with adjusters
- Obtained underwriting approval by completing applications for coverage
- Completed coverage by delivering policy, planning future follow-up visits, and evaluating client needs
- Provided continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications
- Provided death benefits by delivering policy proceeds and reassessing client needs.
PT Preload Supervisor
UPS
06.2023 - 08.2023
- Developed and maintained good working relationships with employees, management, and customers
- Ensured customer packages were processed and loaded by shipment deadline
- Ensured all employees adhered to safety policies and procedures at all times and operating in full compliance with department, station, corporate and local government requirements
- Utilized department resources to ensure maximum output, accuracy, and efficiency at all times
- Established and promoted a positive, team-oriented work environment; emphasizing employee involvement, proactive communication, inter-departmental cooperation and continual improvement on all levels
- Implemented employee personal development plans as required to ensure the continuing professional growth of department personnel
- Ensured all department employees received specific and detailed orientation, skills and safety training, appropriate materials and information, regular evaluations, and proactive coaching to support their continued development
- Held daily team meetings to go over area goals, strengths and areas of improvement.
- Actively participated in weekly team meetings, contributing ideas and insights to continually improve departmental performance and communication across the organization
- Optimized loading methods to maximize trailer space utilization while maintaining package integrity during transit
- Managed scheduling of employees, ensuring adequate staffing levels were maintained during peak periods or absences
Warehouse Associate
Amazon
08.2019 - Current
- Managed product staging to efficiently transfer items between receiving, storage and shipping locations
- Prepared orders for shipment by systematically picking, packing and labeling merchandise
- Consistently lifted materials weighing up to 50 lbs
- Collaborated with team members to achieve daily targets and complete tasks efficiently.
- Cleaned and maintained warehouse in compliance with OSHA safety standards.
- Assisted in training new hires, sharing best practices and providing support for their integration into the team.
- Inspected incoming and outgoing shipments to verify accuracy and prevent errors.
- Applied industry safety standards, including Occupational Safety and Health Administration (OSHA) standards for lifting, working at heights and hazardous chemical handling
- Informed management immediately of sorting issues, conveyor problems and safety concerns
- Functioned comfortably at heights, including catwalks, ladders and man-lifts
- Operated a variety of conveyors, moving packages in and out of loading dock areas safely and efficiently
- Sorted over 250 customer orders per hour each day in a warehouse setting
- Worked safely around moving machinery.
Career Break
SAHM
03.2020 - 03.2023
Business Owner/Cosmetologist
Your New Stylist
01.2009 - 03.2020
- Established strong customer relationships through excellent communication and attentive service
- Strengthened salon reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered
- Collaborated with team members to ensure a seamless and enjoyable customer experience for all salon clients
- Consulted with customers to assess needs and propose optimal solutions
- Mentored junior cosmetologists on best practices within the industry ensuring consistency in quality across the team
- Tracked product usage, reordered supplies as needed, and maintaining positive relationships with vendors
- Streamlined appointment booking process improving overall efficiency, reducing wait times for customers
- Maintained social media presence and created promotional campaigns to drive business
- Processed clients' payments and maintained accurate financial records
- Maintained client treatment records and designed long-term care programs for return customers.
- Ensured that the salon was clean, well-maintained and in strict adherence with State Board and OSHA regulations
- Managed financial accounts, operating costs & expenses
- Developed a high-performing team through effective recruitment, training, and performance management
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers
- Boosted revenue by identifying new business opportunities and diversifying product offerings
- Delivered exceptional results under tight deadlines by prioritizing tasks effectively and delegating responsibilities appropriately throughout the team.
- Set pricing structures according to market research
Education
Master's Degree - Business
Southern New Hampshire University
2026
Bachelor's - English/Creative Writing
Southern New Hampshire University
01.2019
Associate - Business Administration
University of Phoenix-Online Campus
01.2005
Skills
- Relationship Building
- Customer Service
- Research
- Training & Mentoring
- Inter-Department Collaboration
- Account Management
- CRM Software Proficiency
- Proficient in Salesforce
- Proficient in Genie
- Proficient in Microsoft Office Suite
- Schedule Management
- Customer Relationship Management
- Problem Resolution
Certification
- Cosmetology License (2003)
- Georgia Life Insurance (2023)
- Securities Industry Essentials (2024)
- Series 7 License (2024)
References
Upon Request
Timeline
Customer Relationship Manager
Morgan Stanley/E*TRADE
12.2023 - 04.2024
PT Preload Supervisor
UPS
06.2023 - 08.2023
District Leader
Primerica
04.2023 - 02.2024
Career Break
SAHM
03.2020 - 03.2023
Warehouse Associate
Amazon
08.2019 - Current
Business Owner/Cosmetologist
Your New Stylist
01.2009 - 03.2020
Master's Degree - Business
Southern New Hampshire University
Bachelor's - English/Creative Writing
Southern New Hampshire University
Associate - Business Administration
University of Phoenix-Online Campus
Similar Profiles
Lynn BeatyLynn Beaty
Sr. Financial Services Analyst - Wealth Management at Morgan Stanley - E*TRADESr. Financial Services Analyst - Wealth Management at Morgan Stanley - E*TRADE
Manasa JayappaManasa Jayappa
QA Analyst at Morgan Stanley/E*TradeQA Analyst at Morgan Stanley/E*Trade
Alfonso Alejandre Jr.Alfonso Alejandre Jr.
Active Trader Representative at Morgan Stanley E*TRADEActive Trader Representative at Morgan Stanley E*TRADE