Experience

Tekmetric

• United States
• Software Development
• 1 - 100 Employee

• Customer Success

  • Oct 2021 - Present



USAA

• United States
• Financial Services
• 700 & Above Employee

• Brokerage Trading Specialist II (Fixed Income)

  • Apr 2019 - Feb 2020

  Assisting members transacting on various fixed income securities (corporate and municipal bonds, US Treasuries, brokered CDs, and alternative investments). Conducted research and analysis of corporate and municipal bonds to mitigate risk if they were used in a solicited bond purchase for clients. Developed comprehensive understanding of investment objectives while utilizing resources such as Bloomberg, credit rating agencies, and online databases, while maintaining thorough documentation of all transactions in terms of bond details and disclosures. Show less

• Brokerage Trading Specialist - Equities

  • Dec 2016 - Apr 2019

  Continued providing world class service to clients in a complex role that primarily transacted equities and derivatives. When not assisting with trades, clients would be provided more information about the nature and characteristics of their account (e.g. trading privileges and margin buying power) as well as explaining how their goal of trading would occur on the secondary market.

• Specialized Member Services

  • May 2014 - Dec 2016

  Provide world class customer service to USAA clients with their investment accounts. The role involved applying the USAA mission in the work to help client’s financial security. Tasks could range from complex transactions to assisting with documentation; this was done while uncovering the client’s needs by discovering what motivated them to take action.



Firstsource

• India
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Disputes Analyst

  • Aug 2012 - May 2014

  FirstSource was a third-party company that handled clients for Barclays Bank Delaware for their Barclaycard. Duties involved any type of issue a card member of Barclays would have with a merchant. This included resolving issue directly with the merchant or developing a case for investigation when a resolution could not be met. Most of my work revolved around developing a case based on policies put in place by our associations (Visa, MasterCard, and American Express). FirstSource was a third-party company that handled clients for Barclays Bank Delaware for their Barclaycard. Duties involved any type of issue a card member of Barclays would have with a merchant. This included resolving issue directly with the merchant or developing a case for investigation when a resolution could not be met. Most of my work revolved around developing a case based on policies put in place by our associations (Visa, MasterCard, and American Express).



Auburn University

• United States
• Higher Education
• 700 & Above Employee

• Student Assistant

  • Jun 2005 - Dec 2009