Benjamin Blaustein Email & Phone Number

Oregon House, Ca, Us

Cameron Park, California, United States

Promoted to Sr. Specialist in November 2023. One of seven dual registered professionals on a branch service team servicing legacy TD Ameritrade branches and client accounts, assisting during TDA-Schwab conversion process. Our team of seven professionals answers inbound phone calls and works research cases from the Branch Network exclusively for all TDA branches nationally. We are the final branch specific dual registered tier 2 service team staying behind to handle all TDA volume until there is no more and all accounts have been converted. Also able to assist with Schwab accounts due to dual registration and specialized training. Serves our branch partners and clients by answering internal calls for a branch network specific queue and working research and partner support cases submitted by our branch partners. Acts as a liaison able to connect branch representatives to other internal departments and resources for service and support. Assists branch partners and clients to resolve complex service issues and needs. Researches archival historical account information. Drafts unique outgoing client correspondence. Processes money movements, cashiering requests, and account maintenance such as demographic changes, removing restrictions, and adding verbal passwords per client request. Client-facing, reaches out to clients on behalf of financial consultants and other branch associates, allowing branch partners to leverage our back office for research and resolution of complex client account or service issues, which frees up their time to focus on their sales and guidance oriented goals. Licensed Series 7 and 63, Dual Registered with Charles Schwab and TD Ameritrade. Conscientious of Compliance, Risk, and Industry Regulations. Passionate about prioritizing client needs and security, adheres to all guidelines for client authentication.

Cameron Park, California, United States

Serves our branch partners and clients by answering internal calls for a branch network specific queue and working research and partner support cases submitted by our branch partners. Acts as a liaison able to connect branch representatives to other internal departments and resources for service and support. Assists branch partners and clients to resolve complex service issues and needs. Researches archival historical account information. Drafts unique outgoing client correspondence. Processes money movements, cashiering requests, and account maintenance such as demographic changes, removing restrictions, and adding verbal passwords per client request. Client-facing, reaches out to clients on behalf of financial consultants and other branch associates, allowing branch partners to leverage our back office for research and resolution of complex client account or service issues, which frees up their time to focus on their sales and guidance oriented goals. Licensed Series 7 and 63, Dual Registered with Charles Schwab and TD Ameritrade. Conscientious of Compliance, Risk, and Industry Regulations. Passionate about prioritizing client needs and security, adheres to all guidelines for client authentication.

Honolulu, Hawaii, United States

Handles all day-to-day branch operationsVerifies all client paperwork is in good order and tracks progress to completionAssists clients through filling out paperwork or guiding with branch iPads to help clients open new accounts or perform account maintenance on existing accountsVerifies all check deposits have posted correctlyProcesses check disbursement requests on behalf of clientsImplements standard procedure for depositing physical stock certificatesCompletes daily retail log and supervision for adherence to compliance and regulatory requirementsManages all branch office administrative mattersOrders all branch supplies and maintains inventoryCoordinates and schedules all vendors and repairsResearches archival account information for Financial Consultants and clientsGreets all clients with a friendly smile and ensures an excellent client experience

Honolulu, Hawaii, United States

Taught guitar and occasional bass or ukulele lessons at Guitar Center on Saturdays to students of all ages - elementary/middle/high schoolers, adults of all ages and even some senior retirees—it’s never too late to learn an instrument :)

Waimanalo, Hawaii, United States

Executive Assistant to the CEO of an Agricultural Technology company in Waimanalo, HI. Subsidiary and affiliate companies included Hula Girl Foods (organic sugarcane farming and product manufacturing) and Blue Star Steel (light gauge steel building fabrication for affordable housing). Assisted with general office tasks, emails, PowerPoint presentations, excel spreadsheets, and the establishment of a new non-profit aimed to help rejuvenate the agricultural infrastructure in Waimanalo.

San Diego, Ca

Prepared all on-boarding and account opening forms with LaserApp to open and maintain client accountsProcessed money movements, RMD’s, special disbursements, account conversions, retitling of accounts and Transfers of AccountsFamiliar with industry terms and practicesAssisted with various administrative functions, database management, and special projects.Acted as a liaison on behalf of professional trustee/fiduciary clients and private high net-worth clients for all account processes and money movements at the custodian, Charles SchwabResolved complex trust and guardianship issues with Schwab client accountsIntegrated and implemented best practices for complianceManaged client database with RedTail CRMMaintained the office as the only in-person essential worker during COVID-19 by independently handling phone calls and mail services while all other colleagues worked remotelyOpened over 30 new accounts and transferred in over 30 million dollars worth of assets during the first six months of the COVID-19 pandemic*HearthStone merged into another RIA, Aspiriant, in November 2021

Greater San Diego Area

Processed and fulfilled online orders, inter-store transfers and returns to central distribution centerReceived all shipments, including palletized freight twice weeklyNavigated internal CRM database, POS software and interfaced with customers via phone and emailPrepared finances for daily opening, verifying prior transactions and funding cash register amountsKept warehouse supplied, organized and clean; innovated improvements to configuration/layoutWorked within Operations Team to ensure store runs efficiently and smoothly

Orinda, California

San Rafael, California

Managed projects for business development in book publishing, toy, gift, and stationery marketsResearched new avenues for the acquisitions of film, television, and video game licensesServed as point of contact for major industry partnersNetworked and fostered new relationships with licensors, filmmakers, artists, and other industry leadersConducted and presented market research on various toy, gift, and stationery productsWrote, edited, and championed proposals for licensorsCoordinated materials and correspondence for new product development

San Francisco Bay Area

Provided academic tutoring, mentoring and transportation for kids ages 4-13 from five families in the Bay Area. Able to engage with children at their level, multitask and manage multiple responsibilities. Capable of implementing parents' desires and goals with kids' math and music education.

Berkeley, Ca

Fundraised for UC Berkeley on a variety of future and donor lists, interfacing with alumni of various years and majors as well as parents. I was promoted from a Tier 2 caller to a Tier 3 caller. I sought to be a motivator amongst my peers, contributing to floor morale and atmosphere with a cheerful and resilient attitude.

Greater San Diego Area

Employed product knowledge in answering customers’ concerns and questions, and helped with gift wrapping, register use, and shipment under holiday season pressure. Welcomed customers with a smile; familiar with cleaning and organization of a retail store.

Greater San Diego Area

Greeted each patient in the clinic to assure he or she felt warm and welcome. Scheduled appointments, billed patients, made copies and faxes —managed the office efficiently. Assisted the doctor in setting up patients with various forms of therapy like electrical muscle stimulation or lumbar traction.

Greater San Diego Area

Politely and patiently interfaced with customers of all ages at the register and prize counter. Fixed hardware and software issues with arcade games and independently opened and closed the store.

Berkeley, Ca

Worked with the UCB Database system to find available rooms on campus for various student organizations looking to hold a meeting during any open hours, then assigned the available room to such clubs and notified each club advisor via email or phone.

Berkeley, Ca

Worked exclusively with Law School faculty to solve computer issues, for both Apple and Windows-based systems, and assisted the Tech Support Helpdesk by answering phone calls and responding to emails.

Greater San Diego Area

Worked on ModNation, a game for Sony’s PS3, ensuring overall functionality of the game and of the detailed visual effects programmed therein for consumers. Collaborated with a team of more than twenty people to handle a variety of both simple and complex tasks, and helped manage an expansive database system that linked all parties on the project.

Greater San Diego Area

Scanned and compared evaluation survey results for educational programs like GEAR UP and AVID, then formulated the analytical and statistical results into concise, organized reports with which the originating school districts could change and evolve their programs. I worked from home and set my own hours.

Greater San Diego Area

Assisted in Office Services, which handled the responsibilities of copy, fax and scan jobs, as well as the mailroom for the office. Updated and organized case lists on a regular basis for increased efficiency in looking up a case file. Helped move furniture and legal library resources during an office-wide renovation process.