Youde Noutoua
Omaha,NE
Summary
Creative Financial Industry Professional, skillful in executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating and solving various problems. Analytical and organized professional comfortable working independently or as part of team.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Brokerage Operations Specialist
Cetera Financial
04.2022 - 04.2023
- Performed approximately 40 daily account management and fund transfers. (Journals, ACH Systematic, Checks)
- Provide day to day support to Financial Representatives.
- Ensure appropriate documentation related to KYC/ AML from the client.
- Specialized with PERSHING LLC Clearing house and their operations.
- Developed deeper understanding of different accounts (ANNUITY/MUTUAL FUND, etc...).
- Collected, arranged, and input information into database system.
Investor Services Intern
Charles Schwab
06.2021 - 08.2021
- Created trading strategies to optimize portfolio performance and reduce risk.
- Grew by 17% a mock options trading account from $100,000.
- Communicated with clients, associates, mentors and management through both verbal and written correspondence
- Gained additional exposure to equity trading, client service, sales, brokerage clearing and support organizations.
- Performed group projects and presentations in front of Charles Schwab executives, Nisha Hathi (Chief Digital Officer)
College Savings (529) Representative
Union Bank & Trust
01.2020 - 01.2021
- Persuasively present, promote, College Savings Plans.
- Assisted with ongoing acquisition of additional Nebraska state 529 Plan.
- Grew investment, tax, and 529 knowledge to provide our customers the highest level of service.
- 80% of workday day spent on interacting with customers and financial advisors.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
Education
Bachelor of Science - Business Administration And Management
University of Nebraska, Omaha
Omaha, NE08.2022
Skills
- NetX360
- Workday
- Docupace
- Salesforce
- Adviceworks
- Thinkorswim
- Analytical
- Customer Service
- Communication
- AML
- Powerpoint
- Excel
Certification
- SIE
Languages
French
Native or Bilingual
English
Native or Bilingual
Volunteer Experience
- MavRun
- Nebraska FC (soccer)
- Kicks For a Cure Charity
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Brokerage Operations Specialist
Cetera Financial
04.2022 - 04.2023
Investor Services Intern
Charles Schwab
06.2021 - 08.2021
College Savings (529) Representative
Union Bank & Trust
01.2020 - 01.2021
Bachelor of Science - Business Administration And Management
University of Nebraska, Omaha
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