Description
* Demonstrated excellent analytical, management and project management skills ability to manage several complex projects simultaneously * Supervised 20+ staff set standards and evaluated performance of team representatives * Interviewed, hired, and trained staff for new financial planning initiative at TD Ameritrade * Excellent oral and written communication skills * Strong interpersonal skills and the ability to quickly build credibility and gain the confidence of individuals at all levels strong analytic and computer skills
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Tiaa | Enrollment/Transition Team Manager Team Manager, National Contact Center | 4/2011 - 11/2020 |
| Td Ameritrade Inc | Product Support Manager Amerivest Support Manager Trading Team Manager Registered Representative/Senior Broker | 9/2006 - 6/2007 |
| A. G. Edwards | Investment Broker | 5/1995 - 3/1999 |
Accomplishments
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