Summary
Overview
Work History
Skills
Certification
Timeline
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Sheri Bierman

St Louis,MO

Summary

Seasoned Stock Broker with a proven track record at Charles Schwab & Co, adept in financial product knowledge and client relationship building. Skillfully worked on the seamless transition of accounts from TD Ameritrade, enhancing customer satisfaction through expert guidance and support. Demonstrates an uncompromising work ethic and exceptional communication skills, ensuring sustained client growth.

Overview

12
12
years of professional experience
3
3

Series 7, Series 63, SIE

Work History

Stock Broker/New Client Service

Charles Schwab & Co
11.2022 - Current
  • Placed trades for clients
  • Part of transition team which brought over millions of accounts during transition from TD Ameritrade to Charles Schwab following the purchase of TD Ameritrade.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Assisted new clients for their first 90 days following account opening to enable them to get the most from their account with Charles Schwab.

Stock Broker/New Client Consultant

TD Ameritrade
01.2019 - 11.2022
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Placed trades.
  • Assisted clients during their first 90 days following opening of new accounts.

Trainer/Customer Care Representative

HDIS
08.2012 - 01.2019
  • Analyzed and evaluated training effectiveness and program outcomes.
  • Developed and implemented successful training program to increase productivity by 11%.
  • Facilitated weekly in-person learning sessions.
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Assisted call-in customers with questions and orders.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.

Skills

  • Financial product knowledge
  • Regulatory compliance understanding
  • Client Relationship Building
  • Stocks and bonds knowledge
  • Resourcefulness
  • Verbal and written communication
  • Customer Service-Oriented
  • Uncompromising work ethic
  • Due diligence
  • Self-directed mindset

Certification

  • Series 7
  • Series 63
  • SIE

Timeline

Stock Broker/New Client Service

Charles Schwab & Co
11.2022 - Current

Stock Broker/New Client Consultant

TD Ameritrade
01.2019 - 11.2022

Trainer/Customer Care Representative

HDIS
08.2012 - 01.2019

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Sheri Bierman