Summary
Overview
Work History
Education
Skills
Licenses
Awards
Affiliations
Running, Painting, Rebuilding Cars
Work Availability
Quote
Timeline
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Randall Coan

New Braunfels,TX

Summary

Resourceful Trader with 8 years of experience. Dedicated to raising profits through calculated risks and exceptional industry knowledge. Closes sales quickly with persuasive and energetic communication. Customer-focused Service Supervisor with qualifications in customer service, personal service, account management, staff development and team leadership. Superb conflict resolution and de-escalation abilities. Accomplished in delivering world-class service and improving customer interactions. Welcoming Service Supervisor with outstanding abilities in assisting customers with various inquiries and tasks. Dependable and reliable with excellent training expertise. Experienced leading a team of diverse members by setting high expectations and treating everyone professionally and with respect. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options.

Overview

33
33
years of professional experience

Work History

Trader Services Supervisor

Charles Schwab
01.2020 - Current
  • High Network Client Support, Private Client support, Delivering extraordinary and consistent service and strengthening client relationships, Leveraging with business partners to update and improve client experience, Business Partner Support outsourcing, Alternate team manager and leadership training, Workday and Salesforce specialist, Creating policies with group coordination and new standards for compliance, Risk management and compliance governance, Recognizing fraud and money laundering to protect assets thru analyzing reports and trades and financial industry policies, Employee career coaching, Metrics, Scheduling, and Interviews for new hires

Brokerage Trading Specialist II

USAA Investment Manage Company
05.2018 - 01.2020
  • Complex Capital trading and global markets, Investment trading service and margin support, Training support for business offshore contractors in investment services and security coverage process, Implemented changes in process for trade groups to improve performance, Mitigate risk and compliance efficiency team, Enterprise MSR Lab PRODQA testing and validation group to test changes and new processes, Recognizing and reporting fraud and money laundering

Specialized Investment Service Representative II

USAA Investment Manage Company
04.2015 - 05.2018
  • Capital markets complex trading, Published articles and network changes that improved company performance metrics, Transformation Advisor Network team and BPO support, Mentored new hires and Business Process Outsourcing teams, Fraud and money laundering training AML

Financial Foundations Associate–Property & Casualty Insurance

USAA
10.2013 - 04.2015
  • Facilitation of product sales through various channels, Implemented training to increase metrics throughout the enterprise, Detected fraud and money laundering that recovered assets, Home and Auto insurance specialist

Senior Support Team Lead

T-Mobile USA
09.2005 - 10.2013
  • Designed and implemented team training for new personnel, Provided advanced technical network support and follow-up, Developed subject matter procedures on all products, features and services, Produce and service process improvements for organizational teams for implementation, Increased product sales through innovation training, International BPO trainer in Mexico and Argentina

Technical Support Group Supervisor

Virgin Mobile USA/ICT Global
05.2003 - 09.2005
  • Facilitated employee performance statistics and payroll edits, Managed schedule modifications based upon call forecasting, Project coordinator for Cellular Portability Group, Outsourcing team lead global support, Global security specialist for Net Messaging, Global helpdesk call center management certification, NT Security specialist

United States Army

DOD
05.1991 - 05.1999

Chemical Operations (54B) Chemical Operations Specialists are primarily responsible for operating, maintaining or supervising the use of nuclear, biological and chemical detection and decontamination equipment.

Education

BS Communications -

Kennesaw State University
Marietta, GA

Skills

  • Licensed Trader
  • Negotiation Trained
  • Product Specialist
  • KPI Management
  • Project Management
  • Financial Analysis
  • Digital Currencies
  • International support BPO
  • Microsoft Outlook
  • Data Trending
  • Progress Monitoring
  • Emotional Intelligence
  • Team Meetings
  • Creative Solutions
  • Outstanding Prioritization Skills
  • Special Assignments
  • Operational Efficiency
  • Performance Feedback
  • Employee Performance Reviews
  • Corrective Actions
  • Motivational Leadership
  • Customer Feedback
  • Customer Loyalty
  • Experience Management
  • Collaborative Environments
  • Customer Service Management
  • Meeting Coordination and Support
  • Research and Analysis
  • Leadership and Change Management

Licenses

  • Six Sigma Certification (in progress)
  • Series 7 – General Securities Representative Examination
  • Series 63 – Uniform Securities Agent State Law Examination
  • Series 10 - General Securities Sales Supervisor
  • Series 9 - General Securities Sales Supervisor
  • Working on Series 99

Awards

Schwab Q2 Excellence in Service Award USAA Presidents Award for Enterprise Performance (2019) USAA FP&A Champions Retreat (Top 1%) (2016) (2020) USAA Ambassador Award (2014) T-Mobile Technical Teamwork and Sales Awards (Top 5% Annually) (2006-2013)

Affiliations

  • Toastmasters

Running, Painting, Rebuilding Cars

Running and painting help to clear the mind. Rebuilding cars is a logistical challenge. 

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

If you really look closely, most overnight successes took a long time.
Steve Jobs

Timeline

Trader Services Supervisor

Charles Schwab
01.2020 - Current

Brokerage Trading Specialist II

USAA Investment Manage Company
05.2018 - 01.2020

Specialized Investment Service Representative II

USAA Investment Manage Company
04.2015 - 05.2018

Financial Foundations Associate–Property & Casualty Insurance

USAA
10.2013 - 04.2015

Senior Support Team Lead

T-Mobile USA
09.2005 - 10.2013

Technical Support Group Supervisor

Virgin Mobile USA/ICT Global
05.2003 - 09.2005

United States Army

DOD
05.1991 - 05.1999

BS Communications -

Kennesaw State University
Randall Coan