Bio
Experience
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United Kingdom
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Professional Services
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700 & Above Employee
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Manager, Regulatory Operations
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Mar 2023 - Present
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Assistant Manager, Client Onboarding
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Nov 2022 - Mar 2023
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CG Britcay
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Grand Cayman, Cayman Islands
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Assistant Manager (Pensions), Administration & Business Development
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Mar 2021 - Nov 2022
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Grand Cayman, Cayman Islands
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Pension Sales Consultant
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Oct 2015 - Nov 2022
reviewing a client organization's current pension provision for its staff members•recommending options for the client organization to choose from and implement;•explaining complex information to clients to make them aware of their options and to help them assess the relative merits of different schemes;•keeping clients regularly updated about their pensions and investment products;•helping clients to develop strategies to promote the benefits of their schemes to members;•managing the relationship with clients to ensure they are happy with the scheme and investments;•keeping up to date with developments in, and changes to, pensions legislation;•working as part of a team in a sales-driven environment;•seeking and attracting new business.
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Pension Sales Consultant
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Oct 2015 - Nov 2022
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Convergys
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Clarksville, Tennessee Area
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Customer Service Representative
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May 2011 - Aug 2011
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Clarksville, Tennessee Area
• Greet customers in a courteous and professional manner• Meet customer requirements through first contact resolution• Prepare accurate work order and update customer files• Communicate effectively with individuals and teams in the program to ensure high quality and timely expedition of customer requests• Maintain broad knowledge of client products and services.
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teleNetwork
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San Marcos, Tx
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Computer Support Technician
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Jan 2007 - Aug 2007
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San Marcos, Tx
• Assisted incoming customers with any internet connectivity problems• Documented all calls and created repair tickets if needed• Trained on five separate Internet Provider Interfaces• Exceeded case number loads daily and was recognized for exemplary performance
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The Gateway Inn
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San Marcos, Tx
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Front Desk Manager
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Jul 2006 - Dec 2006
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San Marcos, Tx
• Performed all Customer Service duties including but not limited to: Answering phones for reservations, receiving guests and checking them into their rooms, handled all money transactions daily• Solved any problems that arose pertaining to guest services• Arranged Employee work schedules• Organized and displayed breakfast items, order brochures
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JCPenney
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San Marcos, TX
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Customer Service Associate
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Apr 2005 - Jul 2005
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San Marcos, TX
• Responsible for receiving and consulting guest, creating an atmosphere of hospitality• Facilitated information during phone calls to prospective customers • Ensured store was clean, safe, and always organized and professional • Performed Cashier duties responsible for all monetary accountability
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Education
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2020 - 2022University of Phoenix
Master of Business Administration - MBA, Business Administration and Management, General -
2020 - 2022University of Phoenix
Graduate Certificate in Project Management, Project Management -
ACAMS
Certified Anti-Money Laundering Specialist -
2016 - 2016Kaplan University
Qualified Financial Adviser (QFA), Finance, General -
2013 - 2015University of Phoenix
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General -
2012 - 2013Cochise College
Associate of Science (A.S.), Business Administration and Management, General
Suggested Services
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Industry Focus. “Professional Services”
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