Kristen Redwine

Broker & Financial Services Representative at CHARLES SCHWAB & CO., INC
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Contact Information
us****@****om
(386) 825-5501
Location
Portland
Skills

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Broker & Financial Services Representative
      • Oct 2010 - Jun 2011

      Austin, Texas Area Obtained Series 7&63 Brokerage Licenses within 180 days of employment. Trained to place trades: stocks, options, ETFs, mutual funds, CDs. Recognized for "Excellence in Client Experience" May 2011. Handled client requests for transfers, documents, applications, market questions, troubleshooting, any form of assistance requested.

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Retail Sales Support Specialist
      • Oct 2008 - May 2009

      Round Rock, TX Promoted to Retail Sales from Consumer Sales, Oct. `08. Processed daily orders ­ revenue range: $40.00-$9 Million. Cross-trained to handle full spectrum of order types, mitigate fallout issues, improve service. Sought out frequent additional projects: - Compiled internal software examples for presentation and compliance assessment - Organized extensive order details for audits

    • Consumer Inside Sales Representative
      • Aug 2007 - Oct 2008

      Round Rock, TX Promoted to Professional Sales Queue, May `08. Achieved 4th place (universe of 200) in ROQ Report (Rep. of the Quarter), Aug. `08. Performed in top tier of the quartile during entire sales rotation. Selected as Mentor to assist in training new sales reps. Coordinated financing in tandem with Dell Financial Services. Focused personal goals on creating and maintaining positive client experience; won "Raving Fan" award, January `08. Participated in multiple focus groups related… Show more Promoted to Professional Sales Queue, May `08. Achieved 4th place (universe of 200) in ROQ Report (Rep. of the Quarter), Aug. `08. Performed in top tier of the quartile during entire sales rotation. Selected as Mentor to assist in training new sales reps. Coordinated financing in tandem with Dell Financial Services. Focused personal goals on creating and maintaining positive client experience; won "Raving Fan" award, January `08. Participated in multiple focus groups related to marketing and new business initiatives.

    • Advertising Assistant & Data Processor
      • Mar 2005 - Aug 2007

      Madison, Wisconsin Area Designed variety of print advertisements using QuarkXPress and Gallery software. Maintained extensive database used to record and track orders.

    • United States
    • Restaurants
    • 700 & Above Employee
    • Cashier & To Go Specialist
      • Sep 2001 - Jun 2004

      Cashier & "To Go Specialist" Handled all customer inquiries/orders via phone Expedited food in kitchen and to tables Managed bookkeeping and company reports

    • United States
    • Performing Arts
    • 1 - 100 Employee
    • Philanthropy Intern, Admin. Assistant, Receptionist
      • Jan 2000 - Aug 2001

      Milwaukee, WI Prospected/Identified current and new subscribers. Established friendly, professional communication with clients, partners, visitors in person and via phone. Handled confidential donor information. Drafted memoranda, advertising copy, and correspondence. Supported staff at charity events and performances (i.e. MSO Ball).

Education

  • University of Wisconsin-Madison
    Bachelor of Arts, History & Political Science

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