Charles Myers Email & Phone Number

Fort Worth, Tx, Us

Dallas, Texas, United States

• Directly services advisors across the US, providing support by identifying and resolving account issues by phone, email, and chat - Support includes general account maintenance (asset transfers, balance inquiries, etc.), as well as facilitating status updates on selling agreements and investigating mutual fund transfer rejections• Collaborates across multiple departments—including compliance, trade desk, operations, asset transfers, accounts team, etc.—to complete assigned tasks • Served in pilot group which provided critical testing, troubleshooting, and feedback during transition from ZenDesk to Salesforce • Played a key role in onboarding new advisors after Altruist’s M&A of SSG; facilitates platform demonstrations to highlight dashboard features • Works with advisors to formulate responses to various business operations inquiries, ensuring compliance within external communication standards

Trophy Club, Texas, United States

• Responded to incoming calls and assess clients’ needs to provide personalized support, working as a gatekeeper to verify the accuracy of information and make account updates and changes as necessary • Helped clients feel more confident by educating them on options to improve financial security and achieve long term goals • Guided clients to online financial resources or transfer callers to other departments based on the scope of their requests • Regularly engaged in employee resource groups to discuss securities market updates, interests rate changes, and more• Served as Emergency Preparedness Volunteer, leading teams to take appropriate actions during emergency situations• Recognized by teammates through Fidelity’s internal message board for exceptional client advocacy, colleague support, and generally serving as a resource with deep knowledge on financial products and services

Irving, Texas, United States

• Oversee all phases of product development from ideation to production, collaborating with graphic design teams and other departments to create sports memorabilia designs and features for retail and online distribution • Perform QA checks and product tests throughout drafting phases, using concept proofs to make necessary revisions • Verify all products using a 3-tier authenticity rating system and inhouse inventory software with adjustable metrics • Build various card sets by utilizing planning sheets and spreadsheet databases with inventory quantities • Conduct market research in order to develop PIS system documents which outline selling ideal points• Ensure that all products listed publicly on company website align with internal inventory through use of WordPress SEO • Use analytics to consider autograph deals by determining the value of incoming NFL athletes and collegiate players • Organize, facilitate, and oversee logistics for events designated for collecting autographs and memorabilia pieces

Remote

• Managed SaaS sales in territories including Louisiana, Mississippi, Arkansas, New York, and Georgia; secured total of $40,000+ in 4 months by leveraging interpersonal communication and deep product knowledge and demonstrations • Supervise all client account transactions throughout sales process, utilizing CRM to manage and update account status • Managed payment procedures by sending, receiving, and processing invoices to close out transactions in a timely manner • Conducted market research to identify organizations which might benefit from services and initiated contact

Remote

• Participated in all phases of SaaS sales, including prospecting, demonstrating products, and supporting active clients• Collaborated with engineering teams to discuss product end goals and provide guidance on the design process • Assisted IT with Quality Assurance by verifying record book database and testing products for functionality changes • Compiled pitch decks using Slack and Trello to secure financial backing from various technology inventors

Monroe, Louisiana, United States

· Verified insurance information for members scheduling transportation appointments and coordinated pickup/drop off· Communicated directly with customers to resolve account issues and respond compassionately to grievances· Promoted to Appeals Department, working alongside Medical Review committee to determine claim approvals· Served as patient liaison, determining purpose of visit, verifying insurance, and processing payments using CPT codes· Utilized knowledge of HIPAA to ensure that all interactions were in accordance to patient confidentiality guidelines

Grambling, Louisiana, United States