Sean Fleming
Edmond,OK
Summary
Competitive investment professional offering strengths in pursuing business develop opportunities, building financial plans, and developing strong relationship with new and current clients. Demonstrates a courteous service mindset and exceptional problem-solving skills, ensuring high levels of client loyalty and trust.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Investment Consultant
Charles Schwab
07.2025 - Current
- Met with clients to generate new business and negotiate contracts.
- Contacted potential clients to pursue sales and gather funds.
- Devised financial plans for clients to achieve short and long-term financial goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Collaborated with cross-functional teams to identify new business opportunities, increasing overall revenue growth.
Financial Services Representative
Charles Schwab
06.2022 - 07.2026
- Assists customer with placing trades
- Answer questions on dividends, cost basis, interest, as well as basic margin and option questions
- Answer and assist customers with questions about advisor products offered
- Previously part of Schwab Service Academy working as a mentor and trainer to new professionals
Associate Expert
T-Mobile
06.2021 - 05.2022
- Maintained knowledge of company products to provide helpful suggestions and recommendations to customers
- Followed up with customers regarding product functionality and overall satisfaction
- Provided account information to customers and explained bill service policies and customer rights
- Delivered personalized customer service relating to questions and promptly resolved basic problems on customer accounts
Customer Service Representative
Liberty Mutual
08.2015 - 08.2020
- Navigated multiple computer systems and applications while searching for information pertaining to state and local laws
- Made appropriate account corrections to resolve customer problems
- Analyzed and collected customer information to prepare product or service reports
- Provided account information to customers and explained service policies and customer rights
Education
High School Diploma -
MIshawaka High School
Mishawaka, IN06-2005
Skills
- Courteous with Strong Service Mindset
- Upbeat and Positive Personality
- Efficient and Detail-Oriented
- Understanding Customer Needs
- Calm and Professional Under Pressure
- Patient and Empathetic
- Business development
- Wealth management
- Retirement planning
- Investment strategy
Certification
- SIE
- Series 7
- Series 63
- Series 66
Timeline
Investment Consultant
Charles Schwab
07.2025 - Current
Financial Services Representative
Charles Schwab
06.2022 - 07.2026
Associate Expert
T-Mobile
06.2021 - 05.2022
Customer Service Representative
Liberty Mutual
08.2015 - 08.2020
High School Diploma -
MIshawaka High School