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.
• 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.
• 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

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.

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