Valerie Orozco
Denton,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Associate Analyst
Fidelity Investments
06.2021 - Current
- Hybrid Team.
- Multiple Skillsets - handle chats/phones, escalation requests, designated que rotation.
- Facilitate service strategy for clients of Fidelity Clearing & Custody Solutions, which includes banks, broker dealers, registered investment advisors, professional asset managers, strategic acquires, and retirement advisors and administrators.
- Take ownership of complex and challenging issues and resolve client's needs.
Stock Plan Services
Charles Schwab & Co
09.2018 - 02.2021
- Provided exceptional service to both domestic and international participants.
- Gained knowledge on stock options, restricted stock units & awards, stock appreciation rights, and employee stock purchase plan awards.
Bank Teller
DATCU
06.2017 - 06.2018
- Assisted customers with banking needs and inquiries.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Answered customer inquiries regarding account balances, transaction history.
Claims/Customer Service Manager
Walmart
05.2011 - 06.2018
- Developed strong relationships with vendors and suppliers.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
Education
MBA - General Business
Texas Woman's University
Denton, TX01.2025
BBA - Finance
Texas Woman's University
Denton, TX12.2017
Skills
- Problem-solving abilities
- Task Prioritization
- Calm and Professional Under Pressure
- Employee Coaching
- Team Collaboration
- Attention to Detail
- Excellent Communication
- Work Prioritization
- Problem Resolution
- Adaptability and Flexibility
Timeline
Associate Analyst
Fidelity Investments
06.2021 - Current
Stock Plan Services
Charles Schwab & Co
09.2018 - 02.2021
Bank Teller
DATCU
06.2017 - 06.2018
Claims/Customer Service Manager
Walmart
05.2011 - 06.2018
MBA - General Business
Texas Woman's University
BBA - Finance
Texas Woman's University
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