Sean Slayden
Financial Services
Gilbert,AZ
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Tax and Retirement Specialist
E*TRADE From Morgan Stanley
Gilbert, AZ
12.2024 - Current
- Provided expert support to customers in completing and submitting W-8 and W-9 forms for tax certification.
- Provided expert assistance in managing retirement account rollovers, ensuring compliance and customer satisfaction.
- Assisted agents and representatives by providing necessary information from department. Acted as knowledge resource and offered guidance or managed calls as needed.
Financial Services Representative
E*TRADE From Morgan Stanley
Gilbert, AZ
01.2024 - 12.2024
- Supported customers in navigating bank and brokerage accounts, ensuring seamless transitions to specialty teams for complex inquiries.
- Generated consistent monthly referrals of qualified customers to Morgan Stanley Virtual Advisers (MSVA), contributing to overall client satisfaction and retention.
Inbound Sales Representative
Comcast
Plymouth, MI
10.2016 - 12.2023
- Worked from home after COVID, taking inbound calls from new and existing residential customers.
- Sold multiple products, including video, internet, landline service, home security, and mobile phone service.
- Helped customers with technical questions, billing, activation, new service, and changes to existing service.
Customer Experience Associate
Comcast
Sterling Heights, MI
06.2012 - 10.2016
- Serve as the last line of defense for customers considering canceling Comcast cable service.
- Strong negotiation skills used to save customers at a high percentage of monthly revenue.
- Assist customers in troubleshooting service issues.
- Promoted to CAE 2 in September 2013.
Education
Bachelor of Science - Finance
Walsh College
Troy, MI05.2011
Skills
- Proficient in Microsoft Office Suite
- Experience with Salesforce and Workday
- Experience doing calculations on a financial calculator
- Expertise with managing a sales pipeline
Certification
Security Industry Essentials (SIE)- 2/16/24
Timeline
Tax and Retirement Specialist
E*TRADE From Morgan Stanley
12.2024 - Current
Financial Services Representative
E*TRADE From Morgan Stanley
01.2024 - 12.2024
Inbound Sales Representative
Comcast
10.2016 - 12.2023
Customer Experience Associate
Comcast
06.2012 - 10.2016
Bachelor of Science - Finance
Walsh College