Tatiana Daniels
Anderson,IN
Overview
12
12
years of professional experience
1
1
Certification
Work History
Life Events Consultant III
Fidelity Investments
RCS
11.2021 - Current
- Guide clients through their life event start to finish.
- Demonstrate empathy and patience through sensitive life events
- Take ownership in being the main point of contact for all clients involved in the request.
- Collaborate with Financial Consultants, Planning Consultants, Relationship Managers, Wealth Planners, and Investment Management Consultants to ensure a seamless transition of assets.
- Assist beneficiaries that may be interested in having their inheritance managed by Fidelity with determining what investment solution is most appropriate as well as opening their managed account.
- Open managed accounts though updating information in PGC and providing a recommendation through GPQ
- Research for clients state and/or legal policy that may be relevant to claiming and/or transitioning their assets.
- Collaborate with Fidelity branches to assist aligned clients with their living managed account maintenance
- Communicate with clients through email, text, inbound phone call, outbound phone call, and appointment setting.
- Assist colleagues through call shadowing
- Received Excellence In Action multiple times within this department
Customer Relationship Advocate
Fidelity Investments
Jacksonville, FL
02.2021 - 11.2021
Crew Member/Section Leader
Trader Joe's
Tampa, Jacksonville, FL
11.2020 - 12.2021
- Always doing all that I can to ensure that customers have a pleasant and memorable time in the store.
- Assist customers either in person or over the phone with product/ store inquiries.
- Stock and organize store product
- Cook and present food in tasting station.
- Clean and stock any sanitary supplies throughout store.
- In charge of monthly safety check throughout store, email correspondences in regards to safety status of store, as well as ordering of safety products for the store and crew members.
- Meeting with management monthly to discuss possible safety improvements for the store.
- Organize and Stock dairy section of store.
- Write daily order for dairy section.
- Assist in training of new crew members.
- Cashiering and being accountable for all money within scheduled cashiering time.
- Assist in nightly truck delivery, pallet down-stacking, and inbound paperwork.
- Maintaining and improving upon product knowledge.
Registered Behavior Technician (RBT)
A.B.L.E. Inc
Brandon, FL
12.2019 - 11.2020
- Knowledge of the principles of measurement, data collection, and graphing
- Knowledge of the principles of assessment, skill acquisition, behavior reduction, documentation and reporting and professional conduct and scope of practice
- Knowledge of ethics related to responsible conduct, responsibility to clients, competence and service delivery as outlined by the Behavior Analyst Certification Board (BACB)
- Strong skills in implementing positive behavior support plans
Registered Behavior Technician (RBT)
Reaching Milestones
Jacksonville, FL
01.2019 - 12.2019
- Knowledge of the principles of measurement, data collection, and graphing
- Knowledge of the principles of assessment, skill acquisition, behavior reduction, documentation and reporting and professional conduct and scope of practice
- Knowledge of ethics related to responsible conduct, responsibility to clients, competence and service delivery as outlined by the Behavior Analyst Certification Board (BACB)
- Strong skills in implementing positive behavior support plans
- Strong oral, written, and interpersonal communication skills
- Strong word processing, spreadsheet, and database software skills
- Ability to use approved techniques while assisting in shaping and teaching appropriate behaviors to students
- Ability to restrain a behaviorally complex student without injury to student or oneself using Professional Crisis Management techniques
- Ability to implement discrete-trial teaching, naturalistic teaching procedures, task analyzed chaining procedures, discrimination training, stimulus control transfer procedures, stimulus fading procedures, prompt fading procedures and generalization and maintenance procedures
- Ability to assist in identify the function of behaviors and develop interventions to shape more positive student behavior
- Ability to use contingencies of reinforcement
- Ability to handle sensitive information in a confidential manner
- Ability to work independently and make decisions with minimum supervision
- Ability to train parents on current programs, procedures, and answer questions in regards to their child program Work in-home for behavioral treatment
- Volunteer for marketing events to help inform the public about ABA as well as what the company has to offer.
- Collaborate with other RBT's and BCBA's on how to improve the clients programs
- Attend ongoing treatment meetings and training sessions
- Maintain client DTI/NET materials as well as program folders
- Report needed update to client programs Maintain HIPPA, RBT, and CPR certification
- Travel to provide services in clinic, home, and the community
Crew Member/Section Leader
Trader Joe's
Jacksonville, FL
08.2017 - 10.2018
- Always doing all that I can to ensure that customers have a pleasant and memorable time in the store.
- Assist customers either in person or over the phone with product/ store inquiries.
- Stock and organize store product
- Cook and present food in tasting station.
- Clean and stock any sanitary supplies throughout store.
- In charge of monthly safety check throughout store, email correspondences in regards to safety status of store, as well as ordering of safety products for the store and crew members.
- Meeting with management monthly to discuss possible safety improvements for the store.
- Organize and Stock dairy section of store.
- Write daily order for dairy section.
- Assist in training of new crew members.
- Cashiering and being accountable for all money within scheduled cashiering time.
- Assist in nightly truck delivery, pallet down-stacking, and inbound paperwork.
- Maintaining and improving upon product knowledge.
Office Assistant/Receptionist
Mental Health Resource Center
Jacksonville, FL
08.2016 - 09.2017
- Perform routine clerical duties such as filing, mailing, and shredding.
- First point of contact either in person or over the phone for clients, visitors, as well As medical offices.
- Manage a multiline phone system where I answer clients phone calls and direct calls if necessary.
- Assist with billing, insurance verification, and petty cash upkeep.
- Assist with the maintaining and stocking of supply closet.
- Check over the psychiatrists notes for completion.
- Upkeep and organization of medical chart room.
- Distribute medication to walk-in clients.
- Be up to date and constantly practicing HIPPA regulations.
- Attend new drug seminars
Warehouse Shipping Clerk
GENCO/ ES3
Jacksonville, FL
08.2014 - 08.2016
- Operate office machines, such as photocopiers and scanners, voice mail systems, and personal computers.
- Answer telephones, direct calls, and take messages.
- Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.
- Communicate with customers, employees, and other individuals to answer questions, explain informations, and address complaints.
- Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
- Compile, copy, sort, and file records of office activities and other activities.
- Process and prepare documents, such as government forms and expense reports.
- Schedule inbound and outbound appointments and maintain and update appointment calendars.
- File and maintain records.
- Assisting in inventory management of offsite facility
- Reviewing safety bylaw's with drivers.
- Check that divers are receiving the correct shipment with corresponding Bill of Lading(s).
- Stock and clean office, Driver Lobby, and break room daily.
- Occasionally operate fork lift to transport product around the warehouse.
- Label incoming product from production side of warehouse.
- Delete all mislabeled product nightly
- Maintain production schedule.
Education
Bachelor - Phsychology
University of North Florida
Jacksonville, FL08-2018
Associates in Arts - Psychology
Florida State College At Jacksonville
Jacksonville, FL06-2016
High School Diploma - undefined
First Coast High School
Jacksonville, FL06-2014
Skills
- Series 7, 63, and 66
- Familiar with Fidelity managed account systems such as PGC, GPQ, and Retirement Analysis Tool
- Excellent time management
- Collaborative spirit
Affiliations
- First Fruits Outreach Volunteer April 2016 to Present
- Once a month, this organization passes out 10,000 pounds of donated food to the community. I assist with the distribution of the food.
Certification
- Driver's License
- RBT February 2019 to February 2020
- CPR/AED January 2019
- HIPAA February 2019 to February 2020
Awards
Employee of the Quarter April 2015, I was the first temp to receive employee of the quarter beause I went above and beyond the duties of a clerk and started to take on responsibilities in the warehouse., Recipient of the Quarterly Employee Bonus August 2018, This award is given quarterly to 4 employers thy are chosen by management. Qualities such as customer service, leadership skills, crew involvement, as well as attendance are all considered when choosing candidates., Team Member Spotlight July 2019, Earned an award for Employee of the month for being result driven in regards to the progress my clients make not only within the clinic but within the home setting as well.
Timeline
Life Events Consultant III
Fidelity Investments
11.2021 - Current
Customer Relationship Advocate
Fidelity Investments
02.2021 - 11.2021
Crew Member/Section Leader
Trader Joe's
11.2020 - 12.2021
Registered Behavior Technician (RBT)
A.B.L.E. Inc
12.2019 - 11.2020
Registered Behavior Technician (RBT)
Reaching Milestones
01.2019 - 12.2019
Crew Member/Section Leader
Trader Joe's
08.2017 - 10.2018
Office Assistant/Receptionist
Mental Health Resource Center
08.2016 - 09.2017
Warehouse Shipping Clerk
GENCO/ ES3
08.2014 - 08.2016
High School Diploma - undefined
First Coast High School
Bachelor - Phsychology
University of North Florida
Associates in Arts - Psychology
Florida State College At Jacksonville