Summary
Overview
Work History
Education
Skills
Timeline
Generic

TOM CAO

Clover,SC

Summary

Dedicated financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player with exceptional customer service and communication skills.

Overview

10
10
years of professional experience

Work History

FINANCIAL CONSULTANT

TIAA-CREF main campus
CHARLOTTE, NC
01.2004 - 07.2009
  • Developed instant rapport with participants.
  • Provided clients with customized financial counsel utilizing a range of TIAA solutions.
  • Answered participant questions with financial plan details if required
  • Executed transactions and service requests on behalf of participants.
  • Referred participants to business partners for further assistance when appropriate.
  • Maintained detailed records of participant interactions, including inquiries, complaints and actions taken as well as banking service transactions performed

FINANCIAL CONSULTANT

Wachovia Bank
CHARLOTTE, NC
02.2002 - 01.2004
  • Counseled clients on financial matters and provided recommendations on products, and services based on client needs and asset availability.
  • Developed and maintained strong client relationships through exceptional service and communication.
  • Identified opportunities for new business through networking activities
  • Responded promptly to inquiries from existing and prospective customers.
  • Maintained up-to-date records of all transactions conducted on behalf of clients.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.

FINANCIAL REPORTING CONSULTANT

MERGENT INC
CHARLOTTE, NC
01.2000 - 02.2002
  • Gathered and organized data to analyze current industry trends.
  • Created comprehensive reports from monthly, quarterly, and yearly financial statement analyses for various HANDBOOKS sold to institutions, banks, investors, etc.
  • Conducted quality assurance checks on reports prior to delivery to ensure accuracy of information.
  • Audited existing reports for accuracy and completeness before delivering them to customers.
  • Worked effectively in team environments to make the workplace more productive..
  • Provided support to colleagues to maintain a collaborative work environment.

Education

Bachelor of Science - Finance

UNCC
CHARLOTTE, NC
06-2002

Skills

  • Teamwork
  • Adaptability
  • Self motivation
  • Service oriented
  • Customer expectations management
  • Relationship building

Timeline

FINANCIAL CONSULTANT

TIAA-CREF main campus
01.2004 - 07.2009

FINANCIAL CONSULTANT

Wachovia Bank
02.2002 - 01.2004

FINANCIAL REPORTING CONSULTANT

MERGENT INC
01.2000 - 02.2002

Bachelor of Science - Finance

UNCC

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