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.
