Professional Day Trading and Swing TradingFutures and EquitiesLong-term Investing

➤ Successfully assisting customers by providing exceptional customer service and accurately processing their transactions.➤ Introducing customers to other Charles Schwab team members, to proactively meet all of their financial needs and goals.➤ Successfully multi-tasking a variety of programs while providing world class service to clients on a variety of financial topics.➤ Skillfully organizing customer transaction receipts on a daily basis to ensure timely filing procedures could take place.➤ Adhering to strict opening and closing procedures to protect both employees and various assets of the bank location.➤ Educating customers on online service offerings and mobile apps as well as helping account holders access technology.➤ Effectively recording all transactions promptly, accurately, and in compliance with all bank procedures and regulations.

➤ Strategically guided clients through the complete financial planning process to meet their ever-changing financial goals.➤ Skillfully specialized in areas such as life and long-term care insurance, disability income protection, and investments.➤ Successfully sold over $140,000 in insurance premiums and $1.5 million in investment products in the first full year.➤ Analyzed portfolios filled with financial assets and gave critical financial recommendations per company regulations.➤ Expanded client's knowledge of investments, tax laws, and insurance in order to suggest financial alternatives to needs.➤ Effectively built client relationships in order to meet financial goals set by the bank and reach experience standards.➤ Initiated the sales process through daily customer contact and assisted with the maintenance of the sales environment.➤ Recorded transactions on network database and maintained general ledger and balance sheets to meet bank standards.

➤ Successfully built and ran financial and insurance advising practices while working aside top advisors and departments.➤ Provided client consultation on financing options and mortgage programs as well as coordinated mortgage loan closings.➤ Administered bank operations, achieved sales goals, and trained all employees in branch operations and sales strategies.➤ Accurately advocated and marketed the branch's products as per the needs of customers as well as the branch location.➤ Exceeded goals and expectations, conducted skills assessments, performance management, and employee coaching.➤ Strategically generated new business by interacting and negotiating with new and existing customers per regulations.➤ Responded to a broad range of inquiries and swiftly resolved problems to create an excellent service environment.➤ Efficiently prepared month-end reports for leadership and helped to identify and resolve any problems that occurred.