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Work Background
Senior Investment Specialist
Bank of America Merrill LynchSenior Investment Specialist
May. 2024 - Feb. 2025Chandler, Arizona, United States
Investment Specialist Trainee
Bank of America Merrill LynchInvestment Specialist Trainee
Dec. 2023 - May. 2024Chandler, Arizona, United States
Financial Services Representative
Bank of America Merrill LynchFinancial Services Representative
Oct. 2022 - Dec. 2023Chandler, Arizona, United StatesService role expected to take daily inbound service/trade calls or chats, deliver point of call resolution, and identify opportunities to deepen the relationship via referral to other line of business. Providing white glove client care through each client interaction and taking a proactive approach to assist client needs while minimizing errors and aiming to complete all compliance requirements
Rater
TELUS InternationalRater
Feb. 2022 - Oct. 2022
International Sales and Marketing
DM Marketing, LLCInternational Sales and Marketing
Aug. 2014 - May. 2021
Advanced Repair Agent
Geek SquadAdvanced Repair Agent
Nov. 2013 - Jun. 2014Jefferson City, Missouri
Customer Service Agent
Best BuyCustomer Service Agent
Nov. 2012 - Nov. 2013jefferson city, moProcessing sales, returns, and exchanges Creating service orders for protection plans Activating phones after being sent to service Aiding Geek Squad Agents in diagnosing and servicing computers
Accounts Intern
Healthy PlanetAccounts Intern
May. 2012 - Jul. 2012London, UK-VAT returns -Preparing accounts for end of fiscal year filing. -Creating Trial Balance and Balance Sheet
Waitress
Busy Corner CafeWaitress
Aug. 2011 - Oct. 2011• Arranged work schedule for 10-15 employees • Trained new servers • Managed cash register • Prepared restaurant during closing time • Took phone carryout orders
Customer Service Representative
DM Marketing LLCCustomer Service Representative
May. 2011 - Aug. 2011• Prepared sales and purchase orders, invoices, and bills using QuickBooks and sent to customers and vendors • Arranged price and cost sheets for inventory on Excel spreadsheets • Trained new employee to take over position upon resignation
Tutor
Blue Jay Buddies Program, McIntyre ElementaryTutor
Aug. 2010 - Dec. 2010Assisted 3rd grade students with completion of homework
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