Summary
Overview
Work History
Education
Skills
Volunteer Work
Awards and Certifcations
Timeline
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Zachary Wheatley

Warminster,PA

Summary

A positive, upbeat professional with years of experience in a fast-paced environment. Proven history of building client relationships, addressing a wide range of needs, and consistently delivering high customer satisfaction. Brings a continued growing interest in financial services and a commitment to expand financial knowledge.

Overview

3
3
years of professional experience

Work History

Customer Service Professional

Prudential Financial
10.2023 - Current
  • Provide accurate and timely information to financial professionals and policyholders related to life insurance policies
  • Process policy disbursements, including loans, withdrawals, and policy surrenders, in accordance with company procedures
  • Develop policy projections to predict performance based on different policy variables

Assistant Event Coordinator

The Fuge
Warminster, PA
12.2022 - 06.2024
  • Assisted with planning and coordination of large scale events, including weddings and proms
  • Engaged regularly with guest to ensure all needs were addressed
  • Provided quality service to make the event seamless and memorable for all guest in attendance

Education

Bachelor of Science - Marketing

La Salle University
Philadelphia, PA
06-2023

Skills

  • Customer service
  • Product education
  • Active listening
  • Assertiveness
  • Problem solving
  • Detail-oriented
  • Adaptability

Volunteer Work

Warminster Soccer Club

U15 Coach

  • Provided kids fundamental skills and develop game strategies
  • Emphasized the importance of discipline and teamwork
  • Lead practices and mentor players

Awards and Certifcations

  • Salesforce certification
  • Google analytics certification

Timeline

Customer Service Professional

Prudential Financial
10.2023 - Current

Assistant Event Coordinator

The Fuge
12.2022 - 06.2024

Bachelor of Science - Marketing

La Salle University

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