Coley Lockward

Coley Lockward Email and Phone Number

Server at Whale's Rib @
Coley Lockward's Location
Deerfield Beach, Florida, United States, United States
Coley Lockward's Contact Details
About Coley Lockward

Experienced professional with a demonstrated history of success in the financial services and restaurant industries. Skilled in Sales, Customer Service, Operations, Communication and Microsoft Office. Hard working and reliable professional with a Bachelor of Science focused in Business Administration from University of Rhode Island.

Coley Lockward's Current Company Details
Whale's Rib

Whale'S Rib

Server at Whale's Rib
Coley Lockward Work Experience Details
  • Whale'S Rib
    Server
    Whale'S Rib May 2010 - Present
    Facilitate high volume sales and customer service in a 150 seat, fast-paced restaurant for over twenty-five parties daily Responsible for all aspects of creating a positive dining experience for customersSuccessfully coordinate between the demands of the clientele and the supply originating from the kitchen and bar areas to maintain a steady flow, resulting in happy customersProvide training and support for other team members
  • Hartford Life Private Placement
    Plan Manager
    Hartford Life Private Placement Sep 2007 - Aug 2009
    Participated in the administration of Hartford’s $35 billion BOLI/COLI insurance portfolioResponsible for managing all aspects of long-term, highly negotiated and customized BOLI and COLI policiesAudited financial statements on a monthly basis, ensuring that contractual obligations were being upheld Responsible for executing asset allocations and rebalancing among the underlying investment strategies of each policy Initiated payment of death benefits and maintained client records
  • The Fieldhouse Pub
    Manager
    The Fieldhouse Pub Jan 2005 - Sep 2007
    Responsible for overseeing all aspects of daily operations in a 200 seat bar and restaurant that served both area professionals and residentsHired and trained all new staff members and determined work schedules to ensure the appropriate level of staffing was maintained at all timesAccountable for menu preparation, inventory management, event planning and customer and community relations
  • Group One Trading, Llc
    Stock Execution Specialist
    Group One Trading, Llc Oct 1999 - Oct 2004
    Equity trader responsible for executing stock transactions for options market makers, trade reporting, record keeping and reconciliationsPrior to promotion was a trade representative in Group One's online brokerage businessEngaged in the facilitation of customer stock and option orders through direct client interactionAccountable for other brokerage functions including margins, account set ups/transfers and teaching clients how to use the website
  • Bluestone Capital Partners
    Senior Account Executive
    Bluestone Capital Partners Sep 1998 - Oct 1999
    Managed over one hundred retail client brokerage accountsOpened, developed and maintained accounts for high net worth individualsReviewed financial profiles and investment objectives and helped to construct portfolios that met the investment objectives of the clientProvided investment advice using fundamental and technical analysis of publicly traded companies
  • H.J. Meyers
    Account Executive
    H.J. Meyers May 1997 - Sep 1998
    Promoted from broker trainee to account executive, responsible for advising investment strategies to retail clients Converted sales leads into accounts through interpersonal communicationAcquired fundamental and technical equity analysis expertise Demonstrated an aptitude for the portfolio management process with an emphasis on asset allocation
  • D.H. Blair & Company
    Account Executive Trainee
    D.H. Blair & Company Jul 1996 - May 1997
    Trained with small cap focused investment banking and brokerage firmAcquired strong prospecting and sales techniquesPerformed analysis of publicly traded companies and investment productsParticipated in maintaining the process excellence of specific operational procedures, including opening accounts, maintaining client profiles and trade executions

Coley Lockward Skills

Analysis Customer Service Powerpoint Microsoft Office Outlook Microsoft Excel Microsoft Word English Research Windows Photoshop Teaching Html Public Speaking Budgets Strategic Planning Team Building Leadership Management Sales Strategy Project Management Trading Trading Systems Investments Portfolio Management Equities Finance

Coley Lockward Education Details

Frequently Asked Questions about Coley Lockward

What company does Coley Lockward work for?

Coley Lockward works for Whale's Rib

What is Coley Lockward's role at the current company?

Coley Lockward's current role is Server at Whale's Rib.

What is Coley Lockward's email address?

Coley Lockward's email address is co****@****hoo.com

What is Coley Lockward's direct phone number?

Coley Lockward's direct phone number is +141551*****

What schools did Coley Lockward attend?

Coley Lockward attended University Of Rhode Island, James Caldwell High School.

What are some of Coley Lockward's interests?

Coley Lockward has interest in Social Services, Children, Education, Health.

What skills is Coley Lockward known for?

Coley Lockward has skills like Analysis, Customer Service, Powerpoint, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, English, Research, Windows, Photoshop, Teaching.

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