Taneisha Cole
Chandler,AZ
Summary
Detail-oriented professional with experience in customer relationship management and financial analysis. Proven ability to enhance compliance and develop strategies, driving operational efficiency and client satisfaction.
Overview
5
5
years of professional experience
Work History
Driver
Uber And Lyft
Chandler, Arizona
08.2025 - Current
- Operated delivery vehicles to ensure timely transport of goods.
- Maintained vehicle cleanliness and performed routine inspections for safety.
- Adhered to traffic laws and company policies during all driving activities.
- Documented daily mileage, gas, and other data.
- Picked up clients from specific locations to transport and drop off at destinations.
Financial Advisor
Experior Financial Group
Phoenix, Arizona
06.2025 - Current
- Advised clients on investment strategies and financial planning options.
- Conducted comprehensive financial assessments for individual client needs.
- Analyzed financial data to identify opportunities for portfolio improvement.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Developed financial plans and strategies tailored to clients' individual needs.
Fraud Representative
PSCU
Phoenix, Arizona
02.2021 - 08.2025
- Investigated fraudulent transactions using advanced detection tools and systems.
- Analyzed customer accounts to identify suspicious activities and trends.
- Collaborated with team members to enhance fraud prevention strategies and protocols.
- Identified patterns of suspicious behavior through data analysis and reporting.
- Developed strategies to prevent future fraudulent activity and reduce losses due to fraud.
- Participated in educational seminars on topics related to identity theft, money laundering, cybercrime.
Independent Contractor
Freedom Financial Wealth Management
Atlanta, GA
11.2024 - 05.2025
- Coordinated client meetings and prepared comprehensive financial reports.
- Resolved customer inquiries promptly via phone or email communication channels.
- Developed and implemented marketing strategies to increase customer engagement.
- Identified needs of customers promptly and efficiently.
- Maintained up-to-date knowledge of product features and promotions.
Education
Associate of Applied Science - Business Education
Maricopa Community Colleges, Phoenix College
Phoenix, AZ05-2023
General Studies
Hoover High School
Fresno, CA05-2003
Skills
- Safety compliance
- Vehicle operation
- Time management
- Policy analysis
- Claims processing
- Customer relationship management
- Financial analysis
- Market research
- Attention to detail
- Customer service
- Compliance adherence
- Upselling products
- Sales strategies
- Cross-selling services
- Digital marketing
- Fraud detection
- Risk assessment
Timeline
Driver
Uber And Lyft
08.2025 - Current
Financial Advisor
Experior Financial Group
06.2025 - Current
Independent Contractor
Freedom Financial Wealth Management
11.2024 - 05.2025
Fraud Representative
PSCU
02.2021 - 08.2025
Associate of Applied Science - Business Education
Maricopa Community Colleges, Phoenix College
General Studies
Hoover High School