Experience

The Chase Park Plaza

• United States
• Hospitality
• 1 - 100 Employee

• Customer Service Specialist

  • Jan 2000 - Present



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Optional Offer Speialist

  • Apr 1989 - May 2010

  Review optional offering material Identify offering terms and communicate details in a clear and focused manner to financial advisors Ensure all instructions are submitted in a timely and accurate manner Balance general ledger accounts vs. client accounts Troubleshoot out of balances for resolution Develop rapport with banks/transfer agents Field questions from financial advisors, branch and internal employees Review optional offering material Identify offering terms and communicate details in a clear and focused manner to financial advisors Ensure all instructions are submitted in a timely and accurate manner Balance general ledger accounts vs. client accounts Troubleshoot out of balances for resolution Develop rapport with banks/transfer agents Field questions from financial advisors, branch and internal employees