To pursue an opportunity in the financial services industry that aligns my communication/customer service skills, industry knowledge, and drive to achieve a company's goals.
Financial Solutions ServicesMay 2011 to CurrentInvestment Specialist Saint Louis, Missouri
Supervisor: Jeff Syron (314) 515-2000 Provide accurate and timely service to each of our 12,000+ U.S.
branch teams Help explain and establish financial needs/goals for clients Help branch teams understand how FAST (Financial Assessment Solutions Tool) can help their clients realize their financial goals through comprehensive analysis and interpretation Supported Equity department in addition to my own department in order to quickly and effectively provide quality service to our financial advisors.
August 2010 to February 2011PASS Associate Saint Louis, Missouri
Supervisor: Matt Salin- (314) 515-2000 Spent time interacting directly with clients via telephone.
Made face-to-face contacts in the field for two weeks.
Discussed investment opportunities with clients.
Purdue UniversityMay 2010Bachelor of Arts: Spanish EconomicsWest Lafayette, IN
ACTIVITIES AND HONORS
-Purdue University Spanish Honor Society
-Purdue University Dean's List (3 Semesters)
-Intramural Basketball and Football (Co-Captain)
-Series 7 License
-Series 66 License