Caleb Glick Email & Phone Number

Charlotte, NC, US

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Boston, Massachusetts

United States

• Bank of America Corporation is a multinational banking and financial services corporation headquartered in Charlotte, North Carolina
• Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention.
• Review and approve overdrafts and checks for cashing, and answer questions on accounts, loans, and statements.
• Prepare credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions; prepare loan worksheets for submission to loan processing for closing documents.
• Assist customers during loan and account application process, and close consumer and real estate and mortgage loans in accordance with internal and federal policies and procedures.
• Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.

• Merrill Edge offers access to the banking convenience of Bank of America and investment capabilities of Merrill Lynch to help simplify the financial lives of our clients. We enable clients to seamlessly manage their.
• Focus on deepening banking and investment relationships with Mass Affluent customers; clients with less than $250k in investable assets.
• Work with customers to understand their financial situation and needs, and provide investment solutions (i.e. stocks, bonds, mutual funds, etc.) to meet those needs.
• Quickly assess customer objectives and position solutions appropriately and effectively
• Uncover client needs, deepen existing relationships and refer clients to partner businesses
• Understand what is important to a client and provide investment advice and guidance aligned to their overall financial goals

Jacksonville, Florida Area

Ciber is a leading global IT consulting company with about 6,700 consultants and contractors in North America, Europe and Asia/Pacific, and approximately $1 billion in annual revenue. Client focused and results driven, Ciber partners with organizations to develop technology strategies and solutions that deliver tangible business value. Founded in 1974, the.

Jacksonville, Florida Area

• SKILLSTORM, Jacksonville, FL SkillStorm is a national IT and Engineering services and consulting firm specializing in providing managed project services, outsource solutions, strategic consulting and staff augmentation.
• Develop recruiting strategies designed to identify qualified candidates through various recruiting tools
• Excel at identifying senior level professionals in Project Management, Business Analysis, Data Warehouse, and Application Architecture, as well as other disciplines.
• Developed and maintained a solid pipeline of qualified candidates resulting in a steady stream of perspective hires.
• Manage over 30 contract employees while on assignment.
• Assess and investigate contractor related problems, and administer performance counseling, coaching, and disciplinary measures.

• HOLIDAY SEASONAL SALES, Jacksonville, FL 2010-2014Operations Manager (2012-2014)
• To set up multiple sites, stock them, staff them, and then at the end of the season make sure that each site is effectively and cleanly shut down.
• While each site is open make sure that each location is run with effective teamwork and superior customer service.
• I am responsible for 20-50 people depending on the season.
• Led by example, when needed functioning as site manager alongside the team.Site Manager (2011-2012)Site Assistant (2010-2011)

Provide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of wealth management tools and research. - Series 7 and 66 Licensed

Jacksonville, Florida Area

Schedule patients’ initial evaluations for therapy at accredited clinics while updating insurance company on process until evaluation is scheduled. ESSENTIAL RESPONSIBILITIES· Communicate information to different types of external customers: patients, clinics, insurance companies, and doctors· Update existing referrals with information received from.

Bachelor’S Degree, Business Administration And Management, General

High School Diploma, Hs Diploma

Activities and Societies: Cross Country Team, Track Team, National Honors Society All Conference in both Cross Country and Track.

Education record