Dedicated customer service professional with excellent time management and problem-solving skills, committed to serving clients when they need us most and instilling in them the trust of Fidelity Investments.
Work History
Client Support Specialist III
4 Years 2 Months
Fidelity Investments | 08.2022 - Current
Passed SIE, Series 7 & Series 63 licensing exams first time
Hit metrics targets and eligible for promotion after four months in production
Helping service clients with Managed Accounts
Fully trained on Retirements
Networked with associates in various roles to bring presentations about career paths for our team meetings
Six month loan as Associate Coach to assist a Team Leader's loan
Member of AEX Connectors Program
Ran team meetings and presented to the team
Director of Operations/Head Coach
1 Year 4 Months
Carolina Velocity FC | 04.2021 - 08.2022
Oversee day-to-day logistics for over 700 players and 16 coaches
Director of Coaching U11 & U12
Manage schedules for all coaching staff
Budget operational costs and maximize profits
Head Coach for four teams
Grew number of players in club
Director of Soccer
1 Year 11 Months
BCIS International School | 08.2018 - 07.2020
Started from scratch and operated a successful soccer program at an International School in Thailand
Responsible for all aspects of the program
Generated revenue through client acquisition and retention
Developed and implemented opportunities for the school to grow
Event organizing & planning
25% of school pupils joined the pay to play program
Head Soccer Coach
11 Months
Can U Kick It Soccer Academy | 08.2017 - 07.2018
Mentored coaches
Managed schedules
Coached soccer sessions at prestigious international schools across Bangkok
Head Soccer Coach
3 Years 1 Month
Sport For Life | 04.2014 - 05.2017
Led a program with over 400 players across the whole of Shanghai
Worked with international schools and residential complexes to run soccer programs and camps
Organized leagues and tournaments involving hundreds of players
Coordinator
9 Months
Bluestar Asset Management Group | 10.2013 - 07.2014
Sourcing clients to invest in savings plans and property through cold calls and networking events
Generated $1 million in sales in investments in eight months
English as a Second Language Teacher
11 Months
Eastern English Academy | 04.2012 - 03.2013
Developed and taught ESL curriculum to improve students' conversational and written abilities.
Worked with homeroom teachers to meet the needs of all students
Shop Manager
7 Years 5 Months
Ladbrokes | 10.2004 - 03.2012
Managed betting shop with over 1 million GBP turnover per year
Responsible for staff scheduling, cash control, banking, retention of high value customers and profit maximization
Best performing shop in my area after increasing turnover
Finalist in a national award for customer service
Education
FINRA Licensing - SIE, Series 7 & Series 63
FINRA | 12-2022
Bachelor of Arts - Geography
Manchester Metropolitan University | Manchester | 06-2010