Alexander Wright Email & Phone Number

Tempe, AZ, US

New York, NY, US

New York, NY, US

Menlo Park, California, US

 Series 7 and 63 licensed Serve as the single point of contact for mostly new investors with an emphasis on education Maintained a knowledge of corporate actions and legislative changes that would drive client contact Acted as a client advocate by identifying and communicating customer pain points and opportunities for improvement Worked.

Valley Forge, PA, US

• Serve as the single point of contact for clients who are moving highly complex account(s) from external firms to Vanguard.
• Effectively manage book of business to ensure timely completion of assets consolidation needs.
• Conduct research for complex requests
• Participate in special projects and collaborating with other internal teams

Valley Forge, PA, US

 Using in depth knowledge of Vanguard funds, products, and services, as well as the entire financial services industry to address new and existing client needs and inquiries Working collaboratively with internal partners to resolve complex issues regarding account transfers from outside institutions Ensures all communications are within regulatory.

Valley Forge, PA, US

 Series 6 and 63 licensed Using CRM skills plus technical subject matter expertise to best assist retirement plan participants Resolve complex issues regarding retirement plans Proctoring series 6 and 63 classes to facilitate learning in an adult classroom environment Facilitating and developing training programs

US

 Prospecting customers through various cold and warm lead sources via phone and email Close sales by overcoming objections, negotiating price, and asking for the sale Qualify buyers based off of personal needs and financial restraints Utilize CRM software to manage leads and current customers Demonstrate automobiles by explaining characteristics.

Chandler, Arizona, US

 Building relationships with Insight’s many channel partners Breaking into new accounts and maintaining those business to business relationships Managing my own book of business and generating my own sales leads Maintaining a current knowledge of new computer/software products while keeping up with trends in the information technology environment to.

Phoenix, AZ, US

 Determine Title IV loan/grant eligibility based off of the students FASFA Awards loans and grants to students Recovers loans and grants from students who fail to meet the educational requirements Utilize PeopleSoft database software and Microsoft Excel to complete tasks Organize and lead biweekly meetings for my team of 12 people  Work under my own.

 Prepared patients for MRI, CT, PET, and Nuclear Medicine procedures Prioritized patient procedures according to schedule and emergency situations Provided patient care and hospitality  Maintained and set up procedure rooms Utilized a PC to enter and retrieve patient data Certified in AED and CPR Cross trained in medical records

Phoenix, Arizona, US

 Trained newly hired managers in operational practices and procedures, including food preparation and equipment sanitation Provided recertification training for current shift managers Prepared food and assisted in customer service

US

 In house/ field computer, software, and home IT solutions sales Utilized E-learning modules to stay current on the latest products Assisted customers with computer service related issues Diagnosed and repaired customer’s computers Prioritized work orders to ensure that all projects met their deadline Tended to a register, stocked shelves, and.

Emergency Medical Technician

General Education