Qualified eligible households for energy efficiency program.Conducted in-home assessments in targeted areas throughout San Diego.Provided energy conservation education and cost-saving tips to people of various backgrounds.

Educated homeowners on the benefits of solar power.Prospected, qualified, and pursued leads for solar sales.Closed deals and signed contracts in client homes.

Analyzed data to ensure the accuracy of fees charged to both retail customers and financial advisors. Monitored and collected fees from 100+ advisors on a monthly, quarterly, and yearly basis. Coordinated with management and other departments to develop efficient procedures within the department. Assumed responsibility of a new job, learned the duties, wrote the procedures, and trained an employee to take over the role. Remained available to answer questions and provide assistance when needed.

Reviewed and processed domestic and international wire requests. Communicated with regional teams, margin, and outside institutions to ensure the accurate delivery of wired funds.

Researched and resolved trade-related customer inquiries and complaints, both broker-assisted and electronic. Identified company reorganization information (e.g. stock splits, mergers, acquisitions) via Bloomberg and protected the firm from liability via the placing of edits or blocking of securities.

Assisted customers with equity and option trades. Handled between 60 and 120 calls daily, including complex margin calculations, in accordance with industry and company standards.Passed the security license exams required to be a stockbroker, the NASD Series 7 and NASD Series 63.