Tarek Lackey
Albuquerque
Summary
Knowledgeable Team Lead/Manager with solid history of managing teams and driving operational success. Skilled in implementing strategic initiatives that enhance productivity and efficiency. Demonstrated ability in problem-solving and decision-making.
Finra series 7 and 63 licensed associate. Experience servicing 401k and pension Qualified and Non Qualified plans.
Client service specialist equipped to lead teams and drive results.
Skilled in conflict resolution, client relationship management, and strategic planning. Strong focus on team collaboration, flexibility, and reliability. Known for excellent communication, problem-solving abilities, and adaptability to changing needs.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Non Qualified Plan Service Lead
Fidelity Investments
02.2021 - 12.2024
- Assisting customers with qualified / non qualified 401 k and pension plans.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Team Leader
S&P Data
07.2017 - 02.2021
- Team leader of customer retention department.
- Team Leader for outbound web leads department.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
Shift Supervisor
Bernalillo Academy
04.2010 - 03.2017
- Assisted in training new employees on policies, procedures, and best practices for their respective roles within the organization.
- Streamlined communication processes to foster transparency among departments.
- Maintained accurate records of student performance data, using it to inform instruction and track progress over time.
- Developed strong relationships with students by understanding their individual interests and creating engaging lesson plans that catered to those interests while still meeting academic objectives.
- Participated in team meetings to discuss client updates, share best practices, and strategize on effective approaches for continued success.
- Promoted a safe and supportive learning environment by closely monitoring client interactions and intervening when necessary.
- Promoted social skills development by organizing group activities and providing guidance on appropriate peer interactions.
- Worked closely alongside occupational therapists to create fine motor skills-building activities tailored to each client''s specific needs.
- Improved daily living activities for individuals with autism through personalized skill development plans.
Direct Care Staff
Imagine LLC
04.2005 - 07.2009
- Conducted mobility exercises and physical therapies to help patients maintain or improve physical function.
- Provided emotional support and companionship to patients, fostering a nurturing and positive environment.
- Executed specialized communication techniques to interact effectively with patients with cognitive impairments.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Documented patient progress through detailed record-keeping, contributing to ongoing evaluation of care plans effectiveness.
- Enhanced patient well-being by providing compassionate and attentive care in daily routines.
- Transported individuals to events and activities, medical appointments, and shopping trips.
- Assisted with personal hygiene tasks for improved health and dignity of patients.
- Provided medication management, ensuring accurate administration and adherence to prescribed schedules.
- Safeguarded patients by closely monitoring their behavior and intervening during crises when necessary.
- Utilized crisis intervention techniques effectively during emergencies, ensuring safety of both patients and staff members involved.
Education
High School Diploma - General High School Curriculum
Highland High School
Albuquerque, NM05-2001
1 Year of College or a Technical or Vocational School - Computing Technology
CNM
Albuquerque, NMSkills
- Effective problem solving
- Brand awareness
- Sales support
- Meeting facilitation
- Customer service
- Active listening
- Critical thinking
- Data entry
- Conflict resolution
- Coaching and mentoring
- Performance monitoring
- Performance improvement
- Schedule management
- Professional telephone demeanor
- Staff education and training
Certification
- 09/2016 CPR Bernalillo Academy
- 09/2016 Handle with care Bernalillo Academy
- 09/2016 Defensive Driving Bernalillo Academy
- Series 7 License- Financial Industry Regulatory Authority.
- Series 63 License- Financial Industry Regulatory Authority.
Timeline
Non Qualified Plan Service Lead
Fidelity Investments
02.2021 - 12.2024
Team Leader
S&P Data
07.2017 - 02.2021
Shift Supervisor
Bernalillo Academy
04.2010 - 03.2017
Direct Care Staff
Imagine LLC
04.2005 - 07.2009
High School Diploma - General High School Curriculum
Highland High School
1 Year of College or a Technical or Vocational School - Computing Technology
CNM
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