Microsoft
Adept in IRA proficiency and exceptional client account management, my tenure at Charles Schwab & Co showcased my ability to streamline retirement account transactions and enhance customer satisfaction. Leveraging strong problem-solving and interpersonal skills, I consistently met project deadlines and improved operational efficiency, underscoring my commitment to excellence in financial services.
I have a deep passion for writing, reading, crafting, and drawing, all of which allow me to express my creativity in various forms. One of my greatest joys comes from spending time with my grandkids, who never fail to inspire me with their boundless energy and curiosity. I’ve been happily married to my husband for nearly 23 years, and our journey together has been filled with love and shared adventures.
Traveling is another passion of mine; I relish the opportunity to explore new places and meet interesting people along the way. I have a special fondness for our vintage clients and customers, as their stories and experiences enrich my understanding of the world.
I firmly believe that learning is a lifelong journey. If I encounter something I’m unfamiliar with, I’m always eager to ask questions and seek knowledge. I embrace the idea that it’s never too late to learn, and I take pride in my willingness to grow and expand my horizons.
I have received numerous shout-outs and kudos for my contributions, which means a lot to me. Throughout my journey, I’ve had the privilege of working alongside an amazing team that I truly consider my family away from home. Together, we have navigated challenges, celebrated successes, and supported each other both professionally and personally, forging bonds that extend beyond the workplace. This sense of camaraderie has made my experience not just fulfilling but also deeply rewarding.
Microsoft
POS System
CRM-Customer Relationship Management
Webex
Enlighten