Anna P. Email & Phone Number

District Of Columbia, United States

- Mentored fellow SOAR site associates through professional development exercises - Engaged with more than 25 clients daily via inbound calls providing product and service level guidance- Processed customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests in a compliance driven environment with a 100% success rate- Collaborated and consulted with surrounding business units to enrich the customer experience and their financial planning

Raleigh-Durham-Chapel Hill Area

- Serviced over 25 individual client accounts daily through phones and email communication to complete trades, withdrawals, deposits, and quotes in a compliance detailed environment with a 100% success rate- Coordinated with partnered business units and leveraged internal research, and systems, to provide customer service, updated market knowledge and advice continuity to clients, participants, and advisors- Employed time management and investigative tenacity to test for and pass the Financial Industry Regulatory Authority SIE exam, Series 7 exam, and the North American Securities Administration Association Series 63 exam to become a licensed representative

Raleigh-Durham-Chapel Hill Area

- Delivered outstanding customer service via phones and email communication by using internal resources (e.g., computer systems, online resources, and business partner relationships) to help strengthen financial advisor, participant, and client relationships- Lead conversations with 50 to 70 participants daily in opening, maintaining, withdrawing from, and closing their tax-qualified workplace accounts through phones service - Coordinated weekly pioneering Workplace Investing development meetings to keeping building knowledge of the financial industry and set a precedent for future Soar classes

Raleigh-Durham-Chapel Hill Area

- Managed Fidelity Charitable Implementation employee training for all new recruits over a 4-month period and offered continuous advice, guidance, and mentorship on duties and best practices- Collaborated and partnered with Fidelity Charitable Fundraising, Advisor Services, and High Wealth Donor teams to identify, resolve, and address various account situations while supporting pioneering quality improvement initiatives to open and audit over 25 high wealth accounts a day- Employed sound problem resolution while facilitating timely, accurate, and efficient Charitable Investment Advisor Program application review and creation of high wealth donor-advised funds- Contributed as an active team member and pioneering Soar Associate by suggesting weekly process improvements and system enhancements that would increase efficiency and/or mitigate risk to the 3 affiliated business units and Soar Program

Cary, North Carolina, United States

- Coordinated and managed daily schedules and commitments of 2 corporate executive parents, 2 school-aged children, 2 dogs and janitorial staff using Google Suite and social media- Researched, actualized, and maintained tutoring regimens and college preparation for 2 school-aged children- Employed organizational design through home improvements and restructuring of home storage

Raleigh, North Carolina, United States

- Created timely opinion pieces on current affairs and how they related to the NC State student population of 34,000- Fact-checked weekly columns to resolve misprints or errors- Transcribed recorded or print interviews into digital media to fit Newspaper distribution methods to social media sites- Researched, located, and interviewed experts to substantiate opinion arguments

Charlotte, North Carolina, United States

- Cared for up to 10 residents daily with dementia, physical disability, or hospice status- Assisted residents with ADLs such as grooming, dressing, feeding, and incontinence care- Supported nurse with medical care of residents- Measured and recorded resident input, output, and vital signs

Apex, North Carolina, United States

- Designed and implemented boutique displays- Maintained small business public relations through local town events- Reorganized inventory storage process to ensure efficient customer service- Recorded daily sales and commissions using QuickBooks

Raleigh, North Carolina, United States

Completed full CNA II skill rotations in rehabilitation, hospice, and dementia wards exceeding NC State Board Expectations

Cary, North Carolina, United States

- Executed daily tasks including filing food and gift orders, supporting bakers and pastry chefs, and tracking customer-to-store funds- Provided high-quality customer service in high-paced environment- Organized merchandising displays to advertise upcoming second location- Upsold gourmet food and gift products based on customers’ taste and buying history

United States

- Merchandised store-front and aisles for current promotions and sales- Serviced up to 60 customers per day to ensure excellent customer satisfaction

Raleigh, North Carolina, United States

Completed full CNA skill rotations in rehabilitation, hospice, and dementia wards exceeding NC State Board Expectations

Bachelor'S Degree, Political Science, Concentration In International Politics, Minor In Journalism

Activities and Societies: Political Science Engaged Scholar, Dean's List, National Society of Leadership and Success, Triangle Institute.

Pre-Medicine/Pre-Medical Studies

Activities and Societies: Freshman Leadership Retreat, Sanford Dormitory Guide

Health Sciences Pathway

Activities and Societies: Student Body President, SAFE Co-President, Yearbook Club, Pioneer Student, Student Ambassador, National Honors.

Health Sciences Pathway

Enrolled in college courses while a high school student as part of the WakeTech College and Career Promise Program. Successfully.