Anthony Kowalczyk

Anthony Kowalczyk Email and Phone Number

Advisor Custody & Trading at Charles Schwab @ Charles Schwab
San Francisco
Anthony Kowalczyk's Location
Orlando, Florida, United States, United States
Anthony Kowalczyk's Contact Details

Anthony Kowalczyk work email

Anthony Kowalczyk personal email

Anthony Kowalczyk phone numbers

About Anthony Kowalczyk

Highly motivated and experienced financial and sales professional with over 5 years of experience with financial institution operations and sales. Proficient with various systems, processes, and regulations. Adept at managing multiple projects simultaneously as well as cross-department collaboration and communication.

Anthony Kowalczyk's Current Company Details
Charles Schwab

Charles Schwab

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Advisor Custody & Trading at Charles Schwab
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Anthony Kowalczyk Work Experience Details
  • Charles Schwab
    Manager
    Charles Schwab Mar 2023 - Present
    Westlake, Texas, Us
  • Charles Schwab
    Senior Enhanced Specialist - Premier Wealth Group
    Charles Schwab Jul 2022 - Mar 2023
    Westlake, Texas, Us
  • Charles Schwab
    Senior Enhanced Specialist - Advisor Custody & Trading
    Charles Schwab Mar 2022 - Jul 2022
    Westlake, Texas, Us
  • Charles Schwab
    Institutional Specialist - Advisor Custody & Trading
    Charles Schwab Mar 2021 - Mar 2022
    Westlake, Texas, Us
  • Charles Schwab
    Foundational Associate - Advisor Custody & Trading
    Charles Schwab Dec 2019 - Mar 2021
    Westlake, Texas, Us
  • Parks Lincoln Of Longwood
    Product Specialist
    Parks Lincoln Of Longwood Jan 2020 - Present
    Product Specialist for sales of new, certified pre-owned, and used vehicles.
  • Parks Lincoln Of Longwood
    Product Specialist
    Parks Lincoln Of Longwood May 2019 - Dec 2019
    Product Specialist for sales of new, certified pre-owned, and used vehicles.• Effectively communicate with customers to perform needs-analysis, demonstrate knowledge through product demonstration, build trust and rapport to negotiate and close deals• Mastered single point-of-contact sales process, managing all paperwork, ancillary product sales, and vehicle orientation processes• Rose to a top three ranking on the sales team within three months• Maintain double the dealership average for Entire Car Protection plans• Completed all product knowledge courses and received 5-star certification within one week• Developed a client base through walk-ins, outbound phone calls and e-mails, and customer referralsCurrently serving as a product specialist for sales of new, certified pre-owned, and used vehicles.
  • Cfe Federal Credit Union
    Universal Agent - Branch Operations
    Cfe Federal Credit Union Sep 2016 - May 2019
    Lake Mary, Fl, Us
    Travel across Central Florida to 22 branch locations performing all Teller and Member Service Representative functions to meet operational needs.• Exceeded loan goal by over 300% with over $1 million in loans disbursed in 2017 • Maintained 100% cash drawer accuracy, performing above 95% goal• Achieved 100% average across four secret shops, performing above 94% secret shop goal• Sought additional training for Head Teller activities and attended all Head Teller meetings• Performed additional tasks within Branch Operations, including: indirect account origination, New Account Verification Auditing (NAVA), and core system service pack testing• Completed all mandatory Credit Union annual training modules ahead of deadline and completed 21 additional Credit Union Professional Development courses
  • Exceed Resources Inc.
    Marketing Consultant
    Exceed Resources Inc. Jan 2016 - May 2016
    Us
    -Conducted baseline company assessments via phone conferences, in-person meetings, and e-mails with client as well as external research; develop SWOT analysis-Collaborated with team members to develop organizational goals, marketing strategies, and outline actionable future steps; completed request for proposal, statement of work, and non-disclosure agreements-Presented completed work to management with PowerPoint and formal report; Respond to feedback and make noted adjustments to final deliverables
  • Rutgers University Football
    Senior Recruiting Assistant
    Rutgers University Football Sep 2011 - Aug 2015
    New Brunswick, Nj, Us
    -Organized transcripts, team rosters, and game film from potential high school recruits-Executed security operations to uphold the necessary level of discretion and safety for practice-Ascertained crucial information about recruits such as name, position, high school, etc.-Interacted with recruits and parents on official campus visits and answer questions

Anthony Kowalczyk Skills

Sales Microsoft Office Powerpoint Communication Skills Customer Service Microsoft Word Microsoft Excel Event Planning

Anthony Kowalczyk Education Details

  • Rutgers Business School
    Rutgers Business School
    Marketing
  • University Of Central Florida
    University Of Central Florida
    General

Frequently Asked Questions about Anthony Kowalczyk

What company does Anthony Kowalczyk work for?

Anthony Kowalczyk works for Charles Schwab

What is Anthony Kowalczyk's role at the current company?

Anthony Kowalczyk's current role is Advisor Custody & Trading at Charles Schwab.

What is Anthony Kowalczyk's email address?

Anthony Kowalczyk's email address is ak****@****oln.com

What is Anthony Kowalczyk's direct phone number?

Anthony Kowalczyk's direct phone number is +190890*****

What schools did Anthony Kowalczyk attend?

Anthony Kowalczyk attended Rutgers Business School, University Of Central Florida.

What are some of Anthony Kowalczyk's interests?

Anthony Kowalczyk has interest in Poverty Alleviation.

What skills is Anthony Kowalczyk known for?

Anthony Kowalczyk has skills like Sales, Microsoft Office, Powerpoint, Communication Skills, Customer Service, Microsoft Word, Microsoft Excel, Event Planning.

Who are Anthony Kowalczyk's colleagues?

Anthony Kowalczyk's colleagues are Klint Mccoy, Lukas Kral, Adam Liu, Trinh Nguyen, Eric Fan, Nathaniel Brown, Alexis Holman.

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