Shawn Peck
Highland,UT
Summary
Fifteen years experience in financial services, customer care, and technology. Award-winning sales professional. Skillful in building long-lasting, loyal customer relationships and bringing people together. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Professional Wait Staff
The Olive Garden
09.2021 - Current
- Applied positive suggestive sales approach to guide guests
- Ensured guests feel important and welcome in the restaurant
Data Review Specialist
Lendio
02.2021 - 08.2021
- Processed paperwork and maintained records to assist clients in receiving SBA loan forgiveness
- Temporary job through Spherion
Financial Systems Sales
ROI Solutions
08.2019 - 11.2020
- Made outbound phone calls to enroll companies in the VISA payment system
- Provided technical support to end users of company platforms
- Job ended due to COVID-19
Financial Services Representative
E*TRADE Financial
08.2018 - 05.2019
- Earned Quarterly Achievement Award in sales
- Provided sales training to representatives on my team
- Completed statistical reports for senior management using SalesForce
- Answered client inquiries and resolved issues
- Communicated with customers via phone and email regarding account balances, trading, margin, retirement, technical support, and other issues
Investment Consultant
Scottrade
11.2015 - 03.2018
- Worked with current and potential clients to discover and help set their financial goals
- Managed business development calls for asset gathering and account referrals
- Earned the highest score possible in both annual reviews
- Areas reviewed were Teamwork, Client Focus, Knowledge of Industry, Handling Challenges, and Sales Results
- Maintained and updated department and branch records
Registered Client Service Associate
Morgan Stanley
05.2013 - 11.2015
- Maintained Series 7, 63, and 56 Licenses
- Provided operational support to the back office
- Educated customers about markets and investment products
- Discussed asset allocation, diversification, time horizon, risk tolerance and discipline
- Placed equity, options, fixed income, and mutual fund trades for clients
- Generated sales leads.
Education
One Year Completed -
Utah Valley University
Skills
- Self-motivated, goal-oriented, and a quick learner
- Positive and punctual
- Excellent communication skills
- Microsoft Word, Excel, and PowerPoint
- Google Docs, Sheets, Slides, and Gmail
- HTML and CSS
Timeline
Professional Wait Staff
The Olive Garden
09.2021 - Current
Data Review Specialist
Lendio
02.2021 - 08.2021
Financial Systems Sales
ROI Solutions
08.2019 - 11.2020
Financial Services Representative
E*TRADE Financial
08.2018 - 05.2019
Investment Consultant
Scottrade
11.2015 - 03.2018
Registered Client Service Associate
Morgan Stanley
05.2013 - 11.2015
One Year Completed -
Utah Valley University
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