Timothy Brooks

• Evaluated client insurance needs and provided tailored coverage options.
• Interviewed prospective clients to learn about financial needs and discuss existing coverage.
• Built relationships with external parties, such as carriers, vendors, and regulators.
• Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.

• Assisted clients with account inquiries and trade executions.
• Educated clients on trading tools and investment options.
• Educated clients on investment options, helping them understand complex financial concepts clearly.
• Educated customers about investing basics so they can make more informed decisions.
• Provided advice and recommendations to clients regarding stocks, bonds, mutual funds, and other investments.
• Collaborated with underwriters to evaluate risks associated with potential policies.

Programmer, 2009 maintain and support credit card mainframe application programs . Analyze code for system testing and debugging; create test transactions to find, isolate and rectify issues.

• Developed software solutions for processing financial transactions efficiently.
• Conducted code reviews to ensure quality and adherence to standards.
• Coded, tested and debugged programs in accordance with established standards.
• Coordinated testing and validation procedures through software development lifecycle.