Samuel Preine

Fixed Income Specialist | August 2022-Present

• Acquire, retain, and develop customer, and prospective customer, assets through effective questioning strategies on inbound and outbound interactions
• Use consultive approach to develop financial planning strategies and solutions through in depth evaluation of finances and goals
• Develop and maintain strong knowledge of multiple products and varying levels of benefits within each product.

High Net Worth Service Associate | September 2021-August 2022

Continued to be top performer in the state in both calls per hour, and customer reviews. Won another quarterly excellence award, and hit my top bonus for all four quarters in the role

Customer Relationship Associate | October 2020-September 2021

Was top performer in calls per hour, as well as customer reviews. Won quarterly awards for excellent service twice. Ran new hire trainings on how to handle calls properly

• Part-time role performed throughout college career.
• Planned activities to promote improvements in function and integration.
• Facilitated group and individual therapy in outpatient setting.
• Applied superior negotiation, communication and conflict management skills to facilitate effective discussions.