Vicky Robart
Fremont,NE
Summary
Forward-thinking representative with 19 years of service in the Financial industry. I Value hard work and commitment to providing the best possible service for clients. I've seen a lot of changes in the financial industry, throughout the years. I'm a quick learner, so adjusting to change is welcoming. In addition to my tenure and quick learning, I value career development and growth. I seek to utilize my past work experiences to offer professional and positive services and grow within the industry.
Overview
23
23
years of professional experience
Work History
Sr. Designated Brokerage Rep
TD Ameritrade/Charles Schwab
Omaha, NE
01.2014 - Current
- Collaborated with clients to maintain relationships and provide excellent customers guidance
- Work with Designated Brokerage clients to provide compliance solutions via electronic compliance feeds.
- Developed and maintained knowledge of multiple systems and programs.
- Responded to customer questions and concerns about trade issues in a timely manner.
Team Administrator
TD Ameritrade
Omaha, NE
03.2009 - 01.2013
- Screened and transferred incoming calls, took down messages and transmitted information and documents to internal personnel.
- Computerized office activities, maintained customer communications and tracked records through delivery.
- Collected, validated and distributed information to employees.
- Aided colleagues, managers and customers through regular communication and assistance.
Banking Services
TD Ameritrade Clearing
Omaha, NE
11.2002 - 03.2009
- Complied with established internal controls and policies.
- Maintained accurate and accessible records and kept close eye on transaction updates each day.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Analyzed client accounts and cash receipt for possible money laundering and fraud
Research and Development Assistant
Fremont Beef Company
Fremont, NE
03.1998 - 11.2002
- Responsible for training proper lab techniques and procedures for new hires. Position required high level of responsibility and good employee relations.
- Collaborated with leadership team to identify relevant questions and determine best methods of collection.
- Performed shelf-life experiments and research and documented findings.
Education
No Degree - Business Management
Metropolitan Community College
Omaha, NESkills
- Problem solver
- Adaptable
- Trade review experience
- Multi-task
- Microsoft Office - Excel, Word
- System knowledge of Salesforce
- Slack
- Customer Relations
Golf
My passion outside of the office is golf. I'm on two leagues and I serve on the board of directors at the club I'm a member of.
Timeline
Sr. Designated Brokerage Rep
TD Ameritrade/Charles Schwab
01.2014 - Current
Team Administrator
TD Ameritrade
03.2009 - 01.2013
Banking Services
TD Ameritrade Clearing
11.2002 - 03.2009
Research and Development Assistant
Fremont Beef Company
03.1998 - 11.2002
No Degree - Business Management
Metropolitan Community College
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