Teach financial literacy to provide a foundational understanding of personalfinance, markets, and investment basics.Deliver comprehensive crypto education that covers blockchain technology, andcryptocurrency transactions such as staking, swapping, and custody, along withdetailed guidance on setting up and managing different types of crypto walletsand effectively using both crypto and DeFi exchanges.Educate on trading essentials, including commodities, forex, futures, and thefundamentals of technical analysis to guide effective trading strategies.

Managed client relations, ensuring a smooth and enjoyable onboarding processfor a range of financial products.Conducted analysis and deep research to support and inform advisory meetingsand services.Developed very detailed personalized financial plans using advanced tools,supporting advisors, and improving client investment strategies.Guided clients through complex application forms for financial products,ensuring accuracy and regulatory compliance.Acted as a primary consultant on insurance and annuity products, enhancingclient understanding and satisfaction.Streamlined the application and onboarding process for new clients,significantly reducing processing times and improving client experience.

Processed and resolved client inquiries related to retirement benefits, adheringto regulatory standards.Enhanced client experience through efficient and accurate inquiry resolution.Maintained up-to-date knowledge of retirement solutions, contributing to highquality client service.

Provided Technical Support for customer’s iOS devices via inbound and outbound calls, chats, email, and support tickets.Provided education and procedural support to clients, associates, and business partners. Documented interactions and received information Completed continuing education opportunities while staying abreast of changing processes, policies, and procedures.Worked remotely from home, maintain proper workspace and managing multiple applications simultaneously.

Served as inbound and outbound contact associate for various Fortune 500 companies. In addition served as Subject Matter Expert in resolving escalations: via calls, chats, and emails. • Experience in interacting with customers in various capacities such as Phone, chat or email with the expertise in troubleshooting and resolving technical issues • Discipline to work remotely from home and ability to manage multiple applications running at the same time

Assisted approximately 80 – 100 inbound and outbound patient, medical insurance providers, and physician each day. • Assisted PBM Account Managers with complex patient-specific issues • Accurately obtained and updated patient information; including shipping addresses, prescription insurance details, and payment information for PBM database • Processed prescription order changes; including, order cancellations, return authorizations, reshipments, new orders, and request for credits. • Demonstrated the ability to research and resolve difficult and complex problems using a variety of different resources and tools.