customer service, brokerage, series 63, training, series 7, class, securities, research, trading, solutions, clients
Williamsville North High School
Managed the organization of the portfolio of over 100 loans, including the development of a new loan underwriting system, and the negotiation of the terms and conditions of the loan.
Work with the sales team to develop and implement a new brokerage and trading system. I have worked with the retail branch to ensure that all products are being met and the best practices are in compliance.
Responsible for the development of the new business and the development of the sales team. Worked with the sales team to develop a plan to increase the number of customers and services.
Led the development of a new customer service solutions for the company. Developed and implemented a new process to track and analyze the sales of the products.
Dominick's Finer Foods
Conducted research on securities and annuities to help them achieve their financial goals. Worked with the Finance team to create a solutions for clients.
Created and implemented a training program for the securities and annuities products. Utilized Bloomberg and other databases to provide information and respond to questions.
Developed and maintained a Series of Microsoft Excel and Access databases to help clients achieve their financial goals. Created and maintained a database of all brokerage and insurance companies.
Increased customer satisfaction by providing excellent customer service to clients. Developed and maintained relationships with customers and prospects. Provided exceptional service to the client.