Robert Cooper
Charlotte,NC
Summary
Dynamic professional with a proven track record at Wells Fargo Advisors, adept in customer service and trading enablement, complemented by robust computer skills and exceptional time management. Excelled in team collaboration and relationship building across diverse roles, including military and security positions. Demonstrates a keen ability to learn quickly and leverage product knowledge for client success.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Trading Enablement Assistant
Wells Fargo Advisors
03.2022 - Current
- Served as a Customer Service Representative for Wells Fargo Advisors, moving up to the role of Trading Enablement Assistant in October, 2023.
- Took calls for clients to provide customer service and trading enablement tasks, up to and including placing equity, mutual fund and options trades, money movement, password resets, and other technical support.
- Took on average 20-30 calls per day and provided friendly, enthusiastic support to clients of all ages.
Security Officer
Allied Universal Security Services
08.2016 - 06.2022
- Multiple stints with Allied ranging from 2016 to 2022 from Charlotte, NC to San Antonio, TX.
- Utilized building security, lock systems in accordance with mandated procedures.
- Patrolled assigned areas on foot to ensure personnel, building, and equipment security.
- Performed periodic checks of emergency call boxes to ensure proper functioning; reported malfunctions as required.
- Managed security logs, visitor logs, and entry logs for delivery trucks both incoming and outgoing. Served as escort for essential personnel on site.
- Operated over 60 CCTV cameras to monitor interior and exterior public areas. Utilized building security, lock systems in accordance with mandated procedures.
Signal Support Systems Specialist
US Army
07.2009 - 10.2015
- Performed a task as an individual and a team in an efficient and productive manner.
- Deployed tactical field communication equipment in a battlefield environment.
- Served as an IT Level 1 and IT Level 2 operator and an IT account manager in garrison.
- Adapted to learn quickly while maintaining a high level of mechanical and technical expertise.
- Educated on basic First Aid.
- Developed a variety of skill sets, including technical skills, management of information logs, and tracker updates.
- Proficiently managed a team in various situations of military command.
Education
Bachelor of Science - Psychology
University of North Carolina At Charlotte
Charlotte12.2018
Bachelor of Arts - Criminal Justice
University of North Carolina At Charlotte
Charlotte12.2018
High School Diploma -
Blacksburg High School
Blacksburg06.2009
Skills
- Fast Learner
- Time Management
- Computer Skills
- Team Collaboration
- Verbal and written communication
- Microsoft Office Suite
- Relationship Building
- Product and service knowledge
Certification
- SIE: Securities Industries Essentials
- Series 7: General Securities Representative
- Series 63: Uniform Securities Agent State Law
Timeline
Trading Enablement Assistant
Wells Fargo Advisors
03.2022 - Current
Security Officer
Allied Universal Security Services
08.2016 - 06.2022
Signal Support Systems Specialist
US Army
07.2009 - 10.2015
Bachelor of Science - Psychology
University of North Carolina At Charlotte
Bachelor of Arts - Criminal Justice
University of North Carolina At Charlotte
High School Diploma -
Blacksburg High School
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