Jessica Tedder
Weatherford,TX
Summary
Savvy Financial Specialist helping clients identify and achieve financial goals through a comprehensive array of products and services to develop sound, long-term financial strategies. Highly competent at delivering prudent financial education and ability to handle multiple projects simultaneously with a high degree of accuracy. Committed to building client loyalty and developing new relationships.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Service Representative
Charles Schwab
02.2023 - Current
- Built strong client relationships through effective communication and understanding of financial goals.
- Discussed financial options with clients and provided informed suggestions.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Facilitated client retention with exceptional customer service skills while addressing inquiries about account balances or transaction details promptly.
- Ensured compliance with regulatory requirements by maintaining up-to-date knowledge of industry changes and implementing necessary adjustments to internal policies or procedures.
Artist
Self
01.2016 - Current
- Collaborated with fellow artists on various exhibitions, resulting in increased exposure and networking opportunities.
- Facilitated workshops for aspiring artists, fostering a supportive learning environment and strengthening technical skills.
- Secured funding through grants, sponsorships, and donations to support artistic endeavors and community programming initiatives.
- Utilized social media platforms proactively to promote personal brand awareness while engaging with potential clients or collaborators regularly.
- Leveraged software to track income, expenses and other financial information.
- Built and maintained working relationships with galleries and other art venues.
Lead Artist
Trader Joes
05.2019 - 01.2022
- Improved project efficiency by streamlining communication between art and design teams.
- Ensured smooth transitions between projects by effectively managing resources allocation within the art department.
- Collaborated with other artists on various art projects and installations.
- Ordered and maintained adequate supply of materials, supplies, and equipment.
Education
Bachelor of Arts - Painting
University of Texas At Arlington
Arlington, TX05.2019
Skills
- Self-Directed
- Attention to Detail
- Conflict Resolution
- Teamwork and Collaboration
- Problem-Solving
- Financial product knowledge
- Investment strategies
- Meticulous attention to detail
- Verbal and written communication
- Regulatory Compliance
- Records Management
Certification
Licensed Broker 2023-Current
- Series 7
- Series 63
Timeline
Financial Service Representative
Charles Schwab
02.2023 - Current
Lead Artist
Trader Joes
05.2019 - 01.2022
Artist
Self
01.2016 - Current
Bachelor of Arts - Painting
University of Texas At Arlington