Experience

M1

• United States
• Financial Services
• 100 - 200 Employee

• Invest Operations Settlement Specialist

  • Feb 2023 - Present

  Chicago, Illinois, United States

• Client Development Associate

  • Dec 2021 - Mar 2023

  Chicago, Illinois, United States



TD Ameritrade

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Representative

  • Sep 2021 - Dec 2021

• Financial Services Trainee

  • Jun 2021 - Oct 2021

• Investor Services Intern

  • Sep 2020 - Jun 2021

  - Interact with clients to identify appropriate solutions and services based on their individual needs and deliver excellent service in a fast-paced, market-sensitive environment through proactive listening and problem solving - Provide workplace solutions to improve efficiency and customer service by conducting research through statistical analysis and collaborating with various internal departments - Proactively engage in training on investment products, platforms, and strategies to… Show more - Interact with clients to identify appropriate solutions and services based on their individual needs and deliver excellent service in a fast-paced, market-sensitive environment through proactive listening and problem solving - Provide workplace solutions to improve efficiency and customer service by conducting research through statistical analysis and collaborating with various internal departments - Proactively engage in training on investment products, platforms, and strategies to enhance industry knowledge through individual and team-based learning - Consistently adhere to regulatory, security, and industry regulations through situational awareness - Transition to working from home utilizing time management while adapting to a new environment - Urgently respond to clients and follow instructions to resolve account complications



IronConnect

• United States
• Wholesale Machinery
• 1 - 100 Employee

• Sales Intern

  • Mar 2020 - Sep 2020

  Lincoln, Nebraska, United States - Manage client accounts, generate leads, and maintain customer relationships through interactive phone calls by collaborating with mid-level and senior sales representatives - Review member accounts for sales divisions and generate reports for representatives through inventory management to improve operational efficiency - Maintain up-to-date knowledge of agriculture and construction processes through training with upper level management to increase sales effectiveness - Accurately… Show more - Manage client accounts, generate leads, and maintain customer relationships through interactive phone calls by collaborating with mid-level and senior sales representatives - Review member accounts for sales divisions and generate reports for representatives through inventory management to improve operational efficiency - Maintain up-to-date knowledge of agriculture and construction processes through training with upper level management to increase sales effectiveness - Accurately manage, track, and update key sales quota metrics Show less