Carter Beebe Email & Phone Number

Chicago, Illinois, United States

• Defined support strategy, including service levels, response times, and self-service vs. direct support balance• Led support team during a major outage, ensuring proactive client communication to maintain confidence• Made strategic decisions on team roles, product delivery, and client communication to align with organizational goals• Analyzed customer feedback to inform product development and prioritize enhancements.• Streamlined onboarding with a targeted training program, reducing time to productivity and enhancing confidence• Conducted one-on-one meetings to set clear goals, recognize strengths, and provide constructive feedback

Chicago, Illinois, United States

• Established a support model and training for a new product, targeting untapped markets and diversifying revenue• Developed and maintained runbook documentation for data products, enabling proactive crisis prevention and informed decision-making• Created a crisis management plan for data loading breakdowns, standardizing processes and improving communication to reduce response times• Led the transition from email to a Jira Support Portal, stabilizing support for previously overlooked products• Utilized SQL to query and troubleshoot complex datasets, rebuilding historical data products in the Data Archiver• Fostered a collaborative team environment through daily check-ins and knowledge sharing

Chicago, Illinois, United States

• Ensure customer satisfaction through a knowledgeable team by conducting daily product briefings and weekly continued education trainings • Manage customer escalations to resolve challenging product limitations/expectations• Developed a strategic framework to measure associate performance

Chicago, Illinois, United States

• Assisted in the building of a designated team that identified issues and supported solutions for our “Power Users” to reduce the high churn rate - our team increased likelihood to recommend Robinhood amongst this group by 20%• Presented common “Powers User” pain points to C-Suite and engineers to enact actionable change

600 W Chicago Ave. Chicago, Il 60516

• Saved $1 Billion relationship and over $4.5 million dollars of yearly revenue by removing obstacles to do business • Built lasting relationships with high value customers (CEOs, Doctors, Lawyers, Business Owners) educated them on products and strategies to improve their trading experience • Created training to expand our team of 10 associates to 20, bringing superior service to a broader client base• Created problem-solving team centered around LEAN methodology to improve processes starting with observed issues/measurable impacts, leading to, root cause analysis, return on capital, and potential solutions • Engage in constant collaboration within our small team and other teams throughout the firm to be sure our client’s needs are being met in a timely manner, often expediting request and pushing for exceptions to outdated processes • Working with a team of 20 associates to manage over $79 Billion in total Assets for 14,000 clients who produce $579 million in yearly revenue • Building relationships with the top 1% of revenue producing clients through continuous interaction

Greater Chicago Area

• Led sales training for other teams to drive conversions - these 3 teams were recognized the next quarter for having the highest conversion rate in the company • Top 5 in company cross-sale conversions (over 75/quarter) for our advanced software offering, leading to more active and engaged customers adding over $390k in additional yearly revenue• Led team in weekly problem-solving meetings, using LEAN principles, to collaborate with fellow associates and managers on creative ways to improve the company and the client experience • Networked with other teams to find solutions to client needs outside the realm of day to day duties• Developed an in-depth knowledge of our Trading platforms, becoming a subject matter expert for our clients and other associates throughout the firm• Conducted informative interactions with clients around complex trading strategies while analyzing risks associated with Options, Futures, and Forex trading, including, complex trading principles like Greeks, volatility, and hedging

Chicago, Il

• Created a note taking guide on sales leads to produce a higher probability of conversions leading to a more valuable sales experience for the customer - this guide was adopted as sales training for the entire firm • Over 95 cross-sell conversions in 1 quarter leading to over $123k in additional yearly revenue• Led all 5 Trader Groups in problem-solving initiatives working with development teams and management to determine the best/quickest solutions to issues, often requiring in-depth analysis of every possible outcome• Drafted a nightly firm wide e-mail providing preparation for team members on potential call drivers for the following morning, in addition, incorporating items to improve team moral• Recognized for demonstrating the TD Ameritrade “People Matter” core value

Chicago, Il

• Built in depth knowledge of advanced trading software allowing me to highlight advantages for customers leveraging new features to drive engagement• Top 5 in company cross-sale conversions (over 75/quarter) for our advanced software offering, leading to more active and engaged customers adding over $390k in additional yearly revenue• Wrote tickets for resolutions to issues on platforms by providing a detailed description of the issue, steps to replicate, and expected vs actual result• Troubleshot with clients and associate to identify underline issue with online and desktop trading platforms using problem solving skills to determine the appropriate course of action • Worked with back office teams to check progress of open tickets, often searching for and reading Agile centered problem reports to get information

• Rated top 10 internship in the nation 19 consecutive years according to Vault Guide to Internships.• Developing customized financial plans for individuals, families, and businesses based on in-depth inquiry of the client’s personal/professional/financial goals and vision for their future.• Growing my own business by utilizing world-class resources including training programs, continuing education, proprietary financial products, and a network of specialized experts.• Recognized for rapid growth and early success as a measure of production

Bachelor'S Degree, Finance, General

Activities and Societies: Wresting 4 Years, Student-Athlete Advisory Committee (SAAC) MemberGraduating a Semester Early

Education record

Activities and Societies: Wrestling 4 year varsity starter and team captain