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Jan L

Customer Service is #1

Occupation:

Financial Specialist

Location:

Englewood, CO

Education Level:

Specialist

Will Relocate:

YES

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Highest level of customer service in several industries. Detail oriented team player.

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COMPANY POSITION HELD DATES WORKED

OppenheimerFunds (Confidential) 10/2005 - 2/2006
(Confidential) (Confidential) 4/2004 - Present
Charles Schwab & Co (Confidential) 3/1993 - 3/2004
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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
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Highlights:

9 years with Charles Schwab, 8 yrs with Digital Equipment Corp, recent 3 yrs in retail as 2nd job.
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CollapseResponsibilities

Drove sales in two main products, as well as subsidiary products, by assisting customers in a timely, friendly, interactive manner.
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