Bryan Rhoades Email & Phone Number

Westlake, Texas, Us

Omaha, Ne, Us

Omaha, Ne, Us

• Proactively engaged customers regarding business development, education and asset retention opportunities; especially in transition from Scottrade PRO/Interactive Brokers to TD Ameritrade and “thinkorswim” Platform• Assist in educating our clients, branches, and Scottrade employees on complex options and equity trading strategies including vertical and horizontal spreads, option Greeks, and portfolio beta weighting• Fielded questions from potential customers regarding Scottrade account services, products, fees, and the trading platform; provided timely, professional responses to customer email and chat inquiries• Assisted clients to a high degree with trading strategies, order flow, market mechanics, options, fundamental and technical analysis, margins, tax reporting, placing trades and trading platforms

Saint Louis, Mo, Us

• Proactively engaged customers regarding business development, education and asset retention opportunities; especially in transition from Scottrade PRO/Interactive Brokers to TD Ameritrade and “thinkorswim” Platform• Assist in educating our clients, branches, and Scottrade employees on complex options and equity trading strategies including vertical and horizontal spreads, option Greeks, and portfolio beta weighting• Fielded questions from potential customers regarding Scottrade account services, products, fees, and the trading platform; provided timely, professional responses to customer email and chat inquiries• Assisted clients to a high degree with trading strategies, order flow, market mechanics, options, fundamental and technical analysis, margins, tax reporting, placing trades and trading platforms

Saint Louis, Mo, Us

• Resolved client issues and assisted them to understand Scottrade’s platforms, investment products and services including stocks and options, bonds and fixed income, mutual funds, ETFs, CDs, money markets, margin loans and Scottrade’s Banking products• Engaged clients in meaningful dialogue and identified unstated needs or financial goals that may be achieved by further utilizing company services, products or tools• Researched, educated and supported trading for Scottrade clients in a timely manner and accurately entered client trades• Worked in detail with margin accounts, buying power calculations and account balances• Provided excellent customer service to all customers and prospects via phone, e-mail, social media and chat to achieve client satisfaction and meet measurable department goals

Springfield, Mo, Us

• Obtained and revised required documents to submit a $464 million RUS loan application• Analyzed financial statements of counterparties to estimate credit risk and lending amount• Reconciled beginning and ending cash balances daily while ensuring a strong liquidity position• Assessed and calculated Key Performance Indicators (KPI) of main competitors each quarter• Forecasted financial earnings and ratios, both internally and externally, using trend analysis and industry characteristics• Generated weekly industry and market informational reports to send to CFO based on current news and research

Saint Louis, Mo, Us

• Accurately educated clients about numerous retirement and investment products and accounts• Controlled quarterly audit to meet policies and procedures in an efficient and effective manner• Developed strong client relationships based on respect and integrity to meet financial goals• Supported client experience by providing depth and understanding with Scottrade Client Education Services • Prepared reports and statistical data to help clients make investment decisions based off their individual risk tolerance• Managed and processed every check, stock certificate, and relevant paperwork concerned with the transfer or consolidation of client assets

Springfield, Mo, Us

• Recommended specific training and nutrition regiments after evaluating personal goals of customers• Repaired and/or replaced any defective machinery or equipment to maintain the safety of the gym• Anticipated customer needs and initiated in providing services or resolving problems using the express and implied authority of the position• Strengthened knowledge of personal training by attending informative classes through employer, increasing awareness to injuries and emergencies• Demonstrated and trained patrons on how to use the equipment to target intended muscle groups

St Peters, Mo, Us

• Described to customers our commercial and residential services including window and glass replacement among various other services• Presented examples of remodeling and construction jobs completed through our business• Informed prospective customers of the benefits our window and glass services provide over our competitors’• Advised clients of certain safeguards pertaining to their current window and glass products, and offered solutions to fixing or replacing them• Collaborated continuously with co-workers to guarantee the highest quality product was preserved and installed professionally

Us

• Created a pleasant atmosphere for customers by maintaining a friendly attitude with responsive attention • Assisted servers and cooks to ensure proper food, beverages and services were provided in a timely manner• Demonstrated interpersonal skills through communication with co-workers and customers• Trained 10 new employees on position duties and stressed sustained improvement• Adapted to changing working environments in a team-based setting