Shedrick Grimsley
Manchester,NH
Summary
Results-driven Investment Solutions Representative recognized for high productivity and efficient task completion. Specialize in portfolio management, risk assessment, and client relationship building. Excel in communication, adaptability, and problem-solving to meet diverse client needs effectively. Committed to leveraging these skills to deliver tailored investment solutions and exceed performance targets.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Investment Solutions Representative
Fidelity Investments
Manchester, NH
12.2023 - Current
- Identified customer needs and recommended appropriate investment solutions.
- Maintained detailed records of customer accounts and transactions.
- Prepared reports to summarize portfolio performance for customers' review.
- Participated in weekly team meetings to discuss strategies for meeting client expectations.
- Stayed up-to-date on marketplace trends and researched items in detail.
Customer Relationship Advocate
Fidelity Investments
Merrimack, NH
09.2022 - 12.2023
- Assisted customers with inquiries, troubleshooting and resolutions for their account-related issues.
- Developed customer relationships through active listening and problem solving skills.
- Researched and resolved customer complaints in a timely manner.
- Maintained detailed records of customer interactions and transactions.
- Utilized various software programs to analyze customer trends and needs.
- Collaborated with other departments to ensure customer satisfaction.
Customer Account Manager
Comcast
Manchester, NH
09.2019 - 08.2022
- Developed relationships with customers through proactive communication and follow-up activities.
- Gathered data on customer preferences, needs, and satisfaction levels.
- Analyzed customer profiles to identify opportunities for upselling products and services.
- Maintained accurate records of all transactions in the company's database system.
- Generated sales leads by cold calling prospective customers and following up on referrals from existing clients.
Child Protective Services Worker
Department of Health and Human Services
Manchester, NH
10.2017 - 08.2019
- Assessed the needs of children, families and caregivers to determine appropriate services needed.
- Provided crisis intervention services to families in distress.
- Documented all interactions with clients according to agency policies and procedures.
- Developed and implemented safety plans for families in need of protection.
- Conducted thorough investigations into allegations of abuse or neglect.
- Worked with other professionals such as law enforcement, court personnel and mental health providers to ensure successful outcomes.
- Collaborated with community-based resources to provide support services for at-risk youth and their families.
- Maintained accurate records of case management activities including progress notes, reports, assessments.
- Facilitated family team meetings to discuss case plans and goals.
- Actively participated in multidisciplinary teams for child welfare cases.
- Created detailed case plans that addressed the identified issues of each client served.
- Participated in on-call rotation for emergency response when necessary.
- Educated parents on parenting techniques, life skills, budgeting and other topics related to self-sufficiency.
- Provided advocacy services for children who were victims of abuse or neglect in court settings.
- Coordinated transportation arrangements for clients when needed.
- Performed home visits to assess living conditions within the family unit.
Customer Service Representative
United Healthcare Group
Hooksett, NH
04.2016 - 08.2017
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Answered customer inquiries and provided accurate information regarding products and services.
- Gathered customer feedback through surveys and used the data to improve customer service.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
Customer Service Representative
Liberty Utilities
Londonderry, NH
10.2015 - 04.2016
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
- Updated databases with new and modified customer data.
- Collected deposits or payments and arranged for billing.
- Utilized job-related software to prepare change of address records and issue service discontinuance orders.
Senior Customer Relationship Executive
American Express
Fort Lauderdale, FL
03.2012 - 08.2015
- Analyzed customer feedback data, identified trends, and provided recommendations for improvement.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Answered inbound calls, chats and emails to facilitate customer service.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
- Adjusted bills and refunded money to resolve customers' service or billing complaints.
- Promoted available products and services to customers during service, account management and order calls.
- Exceeded established service goals while leveraging customer service, sales and employee management best practices.
Ladies Shoes Salesperson
Saks Fifth Avenue
Naples, FL
05.2011 - 02.2012
- Organized product displays in an attractive manner to maximize sales potential.
- Conducted regular inventory checks to ensure accurate stock levels.
- Assisted customers in selecting appropriate products or services for their needs.
- Performed regular follow-ups with clients to ensure satisfaction with purchases.
- Monitored inventory levels and placed orders as needed.
- Counted cash, made change, and stored coupons to keep organized and balanced cash register drawer.
- Greeted and assisted customers to foster positive experiences.
Claims Adjuster, Automobile and Casualty
Progressive Insurance
Fort Lauderdale, FL
07.2007 - 04.2011
- Investigated and evaluated automobile and casualty claims to determine coverage, liability, value of claim, and compensability.
- Analyzed complex documents such as medical records, police reports, repair bills, and other related items.
- Reviewed auto policy provisions to ascertain coverage for insured losses.
- Interpreted insurance policies to evaluate the scope of coverage provided by the policyholder.
- Conducted interviews with claimants to gather facts regarding their loss or injury.
- Evaluated subrogation opportunities in order to recover payments made on behalf of an insured party.
- Assessed damages caused by accidents or other incidents involving automobiles or property.
- Monitored third-party vendors providing services such as appraisals, investigations, or legal counsel related to a particular claim.
- Maintained detailed records of claims activities including contact information for all parties involved in a claim.
- Coordinated with internal departments such as Underwriting and Risk Management in order to ensure compliance with company standards and procedures.
- Ensured that all relevant documentation was obtained from various sources when investigating a claim.
- Provided guidance and advice to customers regarding their rights under automobile insurance policies.
- Delivered exceptional customer service to clients by communicating information and actively listening to concerns.
- Reviewed policies to determine appropriate levels of coverage and assist with approval or denial decisions.
- Investigated potentially fraudulent claims with focus on thoroughness, quality, and cost control.
- Drafted statement of loss to summarize damages, payments and underlying policy coverage.
- Analyzed information gathered by investigations and reported findings and recommendations.
6th Grade English and Language Arts Teacher
Margate Middle School, Broward County Public Schools
Margate, FL
08.2002 - 05.2007
- Encouraged collaboration among students through group activities and projects.
- Utilized technology in the classroom to enhance teaching strategies.
- Promoted critical thinking skills by providing open-ended questions and activities during class discussions.
- Evaluated student performance using rubrics and other standardized assessments.
- Incorporated diverse materials into lessons to engage all learners.
- Collaborated with colleagues on cross-curricular projects that emphasized language arts skills.
- Conducted parent-teacher conferences regularly to discuss student progress or challenges.
- Integrated literacy skills into everyday classroom routines such as journaling or reading aloud.
- Monitored student behavior in order to maintain an orderly learning environment.
- Facilitated small group instruction based on student need levels or interests.
- Adapted instructional methods based on individual student needs or strengths.
- Provided guidance and support for special education students in the classroom setting.
- Implemented differentiated instruction techniques throughout lessons.
- Encouraged creative expression through writing assignments, art projects, and drama activities.
- Maintained accurate records of grades, attendance, behavioral incidents.
- Organized field trips related to language arts topics for enhanced learning experiences.
- Engaged parents in their child's educational journey by communicating frequently about their progress.
- Created a safe, positive learning environment for students to foster their academic success.
- Developed and implemented engaging lesson plans to teach 6th grade English and Language Arts curriculum.
- Assessed student progress using various methods such as quizzes, tests, and other forms of assessment.
- Provided individualized instruction to meet the needs of each student.
- Helped develop strong verbal and written communication skills by leading students through listening, speaking, reading and writing activities.
- Educated students on spelling, grammar and language rules through developmentally appropriate curriculum.
- Assisted students with building long-term skills such for academic, social, and emotional development.
- Promoted student growth by encouraging independent thinking, judgment and thought expression.
- Checked student academic progress by completing verbal exercises, grading assignments, and using mandated examinations.
- Devised lesson plans aligned with curriculum and met varying student needs.
- Adapted teaching methods and materials to meet students' varying needs and interests.
- Differentiated instruction for students with wide range of skill and interest levels.
- Tutored students requiring extra help and gave additional practice work to help improve concept understanding.
- Tested students' comprehension of subject matter through quizzes, tests and projects.
Education
Bachelor of Arts - Religious Studies
Florida International University
Miami, FL04-1992
Skills
- Estate Planning
- Portfolio Management
- Retirement planning
- Asset Allocation
- Investment strategies
- Wealth Management
- Financial Planning
- Regulatory Compliance
- Critical Thinking
- Sarbanes-Oxley
- Market Trends Analysis
- Customer Service
- Cash equities
- Client Relations
- Interpersonal Communication
- Communication Skills
- Problem-solving aptitude
- Securities evaluation
- Stock Trading
- Profit management
Certification
- Securities Industry Essentials
- Series 7
- Series 63
- Series 66
References
References available upon request.
Timeline
Investment Solutions Representative
Fidelity Investments
12.2023 - Current
Customer Relationship Advocate
Fidelity Investments
09.2022 - 12.2023
Customer Account Manager
Comcast
09.2019 - 08.2022
Child Protective Services Worker
Department of Health and Human Services
10.2017 - 08.2019
Customer Service Representative
United Healthcare Group
04.2016 - 08.2017
Customer Service Representative
Liberty Utilities
10.2015 - 04.2016
Senior Customer Relationship Executive
American Express
03.2012 - 08.2015
Ladies Shoes Salesperson
Saks Fifth Avenue
05.2011 - 02.2012
Claims Adjuster, Automobile and Casualty
Progressive Insurance
07.2007 - 04.2011
6th Grade English and Language Arts Teacher
Margate Middle School, Broward County Public Schools
08.2002 - 05.2007
Bachelor of Arts - Religious Studies
Florida International University
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