Experience

Alpha Capital Management (ACM)

• United States
• Investment Management
• 1 - 100 Employee

• Relationship Manager

  • Jan 2023 - 1 year

  Austin, Texas Metropolitan Area

• Operations Manager

  • Apr 2015 - 8 years 9 months

  Austin, Texas Area Alpha Capital Management, a Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, trusts and endowments. Our goal is to preserve and grow wealth in a manner aligned with each client's unique goals and values. As the Operations Manager, I am committed to providing exceptional service for our valued clients. Responsible for identifying and anticipating client, financial advisor and complex needs. Assists in problem… Show more Alpha Capital Management, a Texas based independent asset management firm, provides comprehensive wealth building services to individuals, families, trusts and endowments. Our goal is to preserve and grow wealth in a manner aligned with each client's unique goals and values. As the Operations Manager, I am committed to providing exceptional service for our valued clients. Responsible for identifying and anticipating client, financial advisor and complex needs. Assists in problem solving, research and fielding questions for service and financial planning related inquires. Acts as a liaison between clients and their custodian on all general matters regarding account maintenance, including (but not limited to) processing new account paperwork, transferring assets, processing distributions, and tracking cost basis information. Responsible for managing, documenting, and ensuring compliance to these workflow processes. Takes on additional projects and responsibilities as needed, including compliance, portfolio reconciliation, and other related activities.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Officer, Assistant Manager

  • Apr 2014 - Mar 2015

  Highly effective at interacting with clients using CRM, product expertise and strong commitment to client support to find solutions that best fit the client and deliver world class customer service. Highly skilled at building relationships with clients and across organizations and teams. Takes initiatives using leadership, sales and communications skills to help teammates achieve results in their role. Implemented immediate change to processes by identifying trends, developing solutions through… Show more Highly effective at interacting with clients using CRM, product expertise and strong commitment to client support to find solutions that best fit the client and deliver world class customer service. Highly skilled at building relationships with clients and across organizations and teams. Takes initiatives using leadership, sales and communications skills to help teammates achieve results in their role. Implemented immediate change to processes by identifying trends, developing solutions through analyzing reports, prioritizing steps and effectively coaching team. Led team to exceed sales goals for 2014.

• Personal Banker

  • Oct 2011 - Apr 2014

  Used leadership skills to drive sales and customer service metrics resulting in banking center receiving top performer award for the Austin Market. Exceeded quarterly sales goal by 125% using effective sales and customer service skills to achieve a balanced performance across all sales metrics. Top sales performer for Austin Market. Successfully worked with team members from other lines of business to execute high volume of referrals to our partners with Merrill Edge, Merchant Services… Show more Used leadership skills to drive sales and customer service metrics resulting in banking center receiving top performer award for the Austin Market. Exceeded quarterly sales goal by 125% using effective sales and customer service skills to achieve a balanced performance across all sales metrics. Top sales performer for Austin Market. Successfully worked with team members from other lines of business to execute high volume of referrals to our partners with Merrill Edge, Merchant Services, Business Banking and Mortgage. Utilized communication and analytical skills to execute operational, service and sales key plays ensuring clients received World Class customer service experience. Received 2013 Top Ten Percent Performer Sales Award for the U.S. Market.

• Sales and Service Specialist

  • Jan 2011 - Oct 2011

  Established and maintained effective relationships with new and existing customers, establishing their needs and advising on the suitability of services. Received 2011 Professional Teller Excellence Award for the SSS Role. Provided exceptional customer service including issue resolution, research and inquiries. Opened new accounts and actively cross-sold products and services. Used effective sales and service skills to help branch meet and exceed goals.

• Senior Teller

  • Jan 2009 - Jan 2011