Alexis Carruth Email & Phone Number

Southlake, Texas, United States

• Analyze and interpret client positions and market conditions to proactively present advantages and disadvantages of various strategies• Mentor clients and convey margin rules and calculations on derivative (options) positions and risk management• Leverage industry knowledge and platform expertise to deliver well-positioned leads to branches and other business partners• Utilize trading experience to coach clients on best market practices• Teach the firm’s most complex trading platforms (including, but not limited to: thinkorswim, and Mobile Trader) to help clients harness and maximize TDA technology• Provide direct, real-time trader support

Westlake, Texas, United States

• Assist customers with completing transactions in their 401(k) accounts• Assist customers with reviewing their options and finding solutions to their inquiries and issues• Effectively utilize and navigate internal resources to find solutions for clients• Maintained professional attitude and manner while achieving departmental goals• Established rapport with customers to make them feel unique, understood, and valued

Fort Worth, Texas, United States

•Talk to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.• Analyze financial data received from clients to develop strategies for meeting clients' financial goals• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.• Comply with all industry rules and regulations

Arlington, Tx

• Prepare simple to complex tax returns for individuals or small businesses.• Created annual financial statements for non profit and for profit corporations/organizations.• Review financial records such as income statements and documentation of expenditures.• Create invoices and requests payment for services rendered based upon the level of difficulty and time spent preparing the forms. • Inform clients of important paperwork and documentation needed to complete tax forms properly.

Southlake, Tx

• Collaborated with store management to achieve sales goals by incorporating samples and advertisements for specials and sales that resulted in café sales increase• Achieved daily sales goals by informing customers of value savings of upsizing drinks, adding food items to beverage orders, and informing customers of daily/seasonal/monthly specials • Assisted with planning promotions within café• Prepared customer orders including café food items and drinks; including unique and personalized drinks from customers• Used proven and tested management strategies to improve coworker productivity and resolve customer discrepancies

Dallas/Fort Worth Area

• Managed personal financial documents to budget business expenses• Managed advertising for business to increase gross income for business• Maintained strong personal relationships with clients to retain regular bookings• Personally managed time to maximize bookings and revenue• Trained dogs in basic obedience according to AKC Good Citizen standards• Worked with clients to determine training plans for pets • Provided educational material for clients to ensure continued training and to ensure clients have full transparency behind my business principles• Maximized bookings and maintained a full booking schedule for 6+ months consistently

North Richland Hills, Texas

*Prepared patients for examination by the doctor by verifying patient information,performing preliminary examinations, and reporting the patient’s summary to thedoctor*Documented doctor/patient encounter including assessments, examinations, and plansdiscussed*Routed patient prescriptions to pharmacies including verifying medications andaddressing issues with prescriptions being sent*Assist doctor with minor procedures including knee injections and preparing materials

Dallas/Fort Worth Area

• Assisted providers with accurate documentation of patient encounters• Communicated with providers from other clinics to obtain accurate patient records• Assisted medical assistants with routing medical orders and prescriptions to other facilities

Lewisville, Tx

United States