Roger Kirksey
San Antonio,TX
Summary
Adaptable professional with experience in investor services, sales leadership, and education. Known for relationship building, clear communication, and flexibility, with a strong record of supporting clients, collaborating across teams, and maintaining accurate account records.
Overview
1
1
Language
34
34
years of professional experience
Work History
Science Teacher
Southside ISD
San Antonio, Texas
08.2009 - Current
- Adapted teaching methods and instructional strategies to promote learning in students of differing skill levels.
- Adapted instruction for diverse learners across Southside ISD classrooms.
- Collaborated with Southside ISD teams on curriculum planning and instructional strategies.
Investor Services Representative
US Global Investors
San Antonio, Texas
03.1998 - 06.2009
- Analyzed financial market trends to recommend tailored investment opportunities aligned with individual needs and risk tolerance.
- Resolved account concerns through timely phone and email communication, ensuring customer satisfaction.
- Supported shareholder questions for U.S. global investor accounts.
- Processed mutual fund transactions and account maintenance requests.
- Processed incoming payments from investors in a timely manner while adhering to internal policies.
- Coordinated communication between internal teams to streamline account corrections and escalations.
- Updated investor records with accurate service notes.
- Maintained accurate records of all transactions for audit purposes.
- Maintained confidential records for US Global Investors clients
Bi-Lingual Sales Manager
AT&T
San Antonio, Texas
11.1992 - 02.1998
- Coached sales representatives on AT&T products, plans, and customer needs.
- Reviewed customer accounts to recommend suitable AT&T service solutions.
- Resolved escalated customer issues involving billing, service changes, and device support.
- Collaborated with district leadership on AT&T sales goals and staffing plans.
- Performed sales consultations and educated clients on products and services.
Education
Bachelor of Science - Marketing major/Economics minor
Our Lady of The Lake University
San Antonio, TX05-1994
Skills
- Client management
- Account management
- Reconciliation skills
- Detail orientation
- Team collaboration
- Adaptability
- Building relationships
Languages
Spanish
Professional
Timeline
Science Teacher
Southside ISD
08.2009 - Current
Investor Services Representative
US Global Investors
03.1998 - 06.2009
Bi-Lingual Sales Manager
AT&T
11.1992 - 02.1998
Bachelor of Science - Marketing major/Economics minor
Our Lady of The Lake University