Occupation:Financial Specialist |
Location:Englewood, CO |
Education Level:Specialist |
Will Relocate:YES |
Description
Highest level of customer service in several industries. Detail oriented team player.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| OppenheimerFunds | (Confidential) | 10/2005 - 2/2006 |
| (Confidential) | (Confidential) | 4/2004 - Present |
| Charles Schwab & Co | (Confidential) | 3/1993 - 3/2004 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| self-study | Series 6 | 2005 | Specialist Degree |
| self-study | Series 7 & 63 | 1994 | Specialist Degree |
| Greeley West High School | Business | 1979 | High School/GED Degree |
Accomplishments
Highlights:
9 years with Charles Schwab, 8 yrs with Digital Equipment Corp, recent 3 yrs in retail as 2nd job.
Job Skills
| P&L responsibilities |  |
| Presentation | |
| Technology Solutions | |
| Sales Support | |
| Software Implementation | |
| Leadership | |
Keywords
Responsibilities
Drove sales in two main products, as well as subsidiary products, by assisting customers in a timely, friendly, interactive manner.
