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Work Background
Morgan StanleyParticipant Relationship Manager Tier II
Dec. 2021 - Dec. 2023Columbus, Ohio Metropolitan Area• Passed FINRA SIE Series 7 and NASAA Series 66 exams. • Settle client issues, reset passwords, and navigate websites for the purposes of seeking documentation.
• Educate clients on how to place securities trades and generate reports. • Execute the trades and securities for investment clients. • Complete securities trades on capital markets including NASDAQ and NYSE.
Key Results Delivered: -> Accomplished 13% conversion ratings of participant to client with $5.3MM converted net new assets YTD in 2023. -> Achieved an impressive 98% in 2023 and 95% in 2022 participant satisfaction survey results.
ADTInstallation Technician
Jun. 2021 - Dec. 2021Columbus, Ohio Metropolitan Area• Installed electronic equipment including security systems in homes and small businesses.
• Addressed customer questions, concerns, and inquires in a relatable and timely manner. • Troubleshot malfunctioning equipment and tested quality for clients. • Traveled to different job sites and interfaced with clients. • Provided education and assistance on multiple ADT products.
Heiser Staffing ServicesRecruiter
Apr. 2021 - May. 2021• Completed candidate screening and interviewing to fill various roles for the organization. • Scripted job descriptions and posted notices on job boards.
• Reviewed resumes and called upon candidates that appeared viable for the opening. • Performed cold outreach to attract high-quality talent. • Onboarded, hired candidates, and processed paperwork.
• Deployed different hunting methods to find talent. • Sold potential candidates on jobs and company benefits.
Discover Financial ServicesAccount Specialist
Aug. 2019 - Apr. 2021New Albany, Ohio, United States• Administered dispute support to customers in the billing department resolving impending issues. • Executed disputes, submitted feedback in the portal, and ensured confidentiality of information. • Oversaw customer accounts and maintained accurate information. • Partnered alongside a dedicated team of multi-disciplinary stakeholders committed to customer success excellence. • Exceeded customer satisfaction surveys.
Top Notch VaporSales Associate
Mar. 2018 - Aug. 2019Columbus, Ohio Area• Utilized product knowledge to connect customers to appropriate product, while utilizing exceptional interpersonal skills to establish trust relationship with customers.
• Cash handling and POS processing of sales.
• General cleaning and display maintenance.
The Witness GroupProcurement Assistant
Mar. 2017 - May. 2017Columbus, Ohio Area• Utilized Microsoft Excel to build various spreadsheets to track inventory and data, and calculate expenditures. • Collaborated with accounting team to track vendors and account numbers for account management. • Collaborated with vendors to update product lines. • Under the direction of the Director of Procurement completed various projects. • Edited photographs for use in building company planograms.
Measurement IncorporatedTest Scorer
May. 2016 - Jul. 2016The Select Group, Columbus, OHProvided accurate wholistic scoring for Winter 2016 ELPA test, grading kindergartners.
Tailored ManagementData Entry Clerk
Apr. 2016 - May. 2016Nationwide Insurance, Dublin, OHMigrated data from multiple databases to a single database, focusing on accuracy of information in preparation for state audit of Unclaimed Properties. Utilized Nationwide’s Desktop and PALLM, combined with Views and PMTS database to fully capture the most accurate information possible into Nationwide’s Known Decedent Database. Ensured complete confidentiality of private information necessary in the data transfer.
Ohio Department of CommerceAdministrative Professional
May. 2014 - Nov. 2015columbus, ohioProactively maintained supplies inventory for proper office function. Edited and fact checked newsletters and communications for accuracy, style, clarity and grammar. Coordinated agency’s charitable campaigns for communication, scheduling of events and financial accountability of cash funds donated. Greeted visitors to ensure friendly welcome. Received, transferred and screened inbound calls on multiline phone to ensure proper destination, including warm and cold transfers with goal of being the caller’s final stop.
Universal Services of AmericaSecurity Guard
Nov. 2012 - Apr. 2014columbus, ohio• Verified tenant and visitor compliance with building policies and restrictions to provide a peaceful and safe environment for government workers and legislators.
• Assisted visitors in finding their destinations within building to ensure smooth operation.
• Provided excellent customer service to ensure guest satisfaction during visit.
• Adhered to company policies regarding safety protocols, customer service, uniform presentation, local laws and building policies to maintain building and personal compliance.
Taco BellService Champion
Apr. 2011 - Nov. 2012Columbus, Ohio Area• Met daily, weekly, monthly, and quarterly sales goals.
• Delivered consistent cheerful, prompt and rich customer service. • Multitasked in a very high paced environment.
• Prepared and served food to high quality standards. • Maintained clean and stocked dining room.
• Correctly completed Point of Sale transactions to accurately balance cash till.
• Adhered to store cleanliness and sanitary standards.
Safelite AutoGlassInbound Phone Sales Representatives
Mar. 2010 - Nov. 2010Promoted features and benefits of product at in-bound call center, provided excellent customer care, negotiated prices with customers, closed sales, scheduled appointments, data entry, met or exceeded statistical efficiency standards.
Barnes & Noble College BooksellersAssistant Department Manager
Mar. 2007 - Oct. 2009Supervise team, delegate tasks as needed, coordinate with supervisor to establish and ensure strict adherence to project completion deadlines. Establish and enforce product display guidelines, executed project quality assurance, conducted regular communications with public.
Barnes & Noble College BooksellersTextbook Supervisor
Aug. 2004 - Mar. 2007Maintained communication with clientele. Established and enforced product display guidelines, executed project quality assurance, conducted regular communications with public. Supervised team, delegated tasks as needed, coordinated with manager to establish and ensure strict adherence to project completion deadlines.
Brooks BrothersSales Associate
Mar. 2003 - Aug. 2004Promoted product focusing on product knowledge and superior sales techniques, exceeded sales plans regularly, established regular client base.
PCGCampbellAccount Coordinator
Jul. 2001 - Jan. 2003Coordinated Public Relations of a Major automotive manufacturer through writing, editing and releasing media content to national broadcast venues. Posted content on nationally ranked sports fan site. Wrote and edited content for fan magazine serving a national subscriber base. Maintained multi-media library and inventory of memorabilia, results reports and marketing paraphernalia.
AdeccoTemporary Consultant
Nov. 2000 - Mar. 2001Administrative assistant to major cable advertising outlet. Created sales presentations via Power Point, edited and posted media to major internet advertising venue, maintained client files, ensured adherence to contractual advertising agreements, and conducted clerical office duties as needed.
Hamzeh Mystique FilmsProduction Assistant/Intern
Sep. 2000 - Oct. 2000Directly assisted director and assistant, liaison between departments, set construction, purchasing, and transportation.
WELG-TV, East LansingIntern
Jun. 1998 - Jun. 1999Provided production support on set of weekly news program and on story acquisition. Operated cameras, audio, linear video editing.
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