Eric W. work email
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Experienced Financial Representative with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Accounting, Public Speaking, Management, and Leadership. Strong sales professional with a Bachelor of Science (B.S.) focused in Accounting from Metropolitan State University of Denver.
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Advanced Brokerage SpecialistRobinhood Mar 2020 - Oct 2022Denver, Colorado, United States·Educated customers regarding questions about their investment accounts, strategies, and option trading.·Received incoming customer requests, including escalations.·Designated Subject Matter Expert (SME) – Responsible for helping colleagues who were stuck or confused with customer issues.·Helped launch Options Support Team to work with customers who trade Options.·Assisted in Launching Phone Support and Live Chat.·Trained and mentored new agents, as well as provided continued guidance in agent support channels. ·Assisted in writing agent manuals, training material, and Standard Operating Procedures. -
Options Support RepresentativeRobinhood Jun 2020 - Mar 2021Denver, Colorado, United States -
Licensed Customer Service RepresentativeRobinhood Mar 2020 - Jun 2020Denver, Colorado, United States·Worked with customers regarding their account through email.·Helped explain and process corporate actions related to customer positions -
Self EmployedSelf-Employed Feb 2019 - Feb 2020Denver, Colorado, United States•Primary focus was on building business to provide cellular service to remove music festivals•Providing ATM's for music festivals and events•Drove ride-share to support endeavors (Lyft&Uber)
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Financial Advisor, Financial Advisor AssociateNorthwestern Mutual Jan 2016 - Feb 2019Denver, Co• Provided critical technical support for the lead advisor.• Responsible for data gathering, modeling, case design, scenario building, and plan and presentation development.• Thoughtfully identified client specific objectives, time horizon, and risk tolerance.• Created unique solutions to address any challenging circumstances clients may have.• Collaboratively and independently assisted in formulating and implementing advice.• Continuously monitored and managed all assets and accounts.• Timely execution of orders, trades, and other account services.• Effectively communicated with clients throughout the planning process.• Enhanced existing client relationships while establishing new ones.• Successfully multi-tasked in a fast pace environment.• Ensured strict SEC and FINRA compliance and confidentiality standards. -
Financial AdvisorNorthwestern Mutual Jun 2016 - Dec 2017Denver, Colorado, United States -
InternNorthwestern Mutual Jan 2016 - Jun 2016Denver, Colorado, United States -
Ramp LeadSkywest Airlines Dec 2010 - Dec 2015Greater Denver Area•Led a ground-service team to manage all inbound and outbound flights. •Acted as liaison between departments to ensure effective communication. •Quickly adapted, analyzed and responded to changing flights, weather conditions and unforeseen events. •Accurately tracked all weight and balance of each aircraft to ensure safety.•Led by example while ensuring all team members followed strict safety protocols. •Assisted with mentoring and training new recruits. •Remained efficient in an ever-changing, fast-paced environment. -
Ramp AgentSkywest Airlines Oct 2010 - Dec 2010Denver, Colorado, United States -
Assistant ManagerSmoothie King Aug 2006 - Aug 2010Fitchburg, Wi•Responsible for accurate bookkeeping, inventory monitoring, and reporting. •Provided detailed financial reports to corporate. •Ensured a clean and friendly environment for our guests. •Assisted in training all new team-members. •Developed and implemented strategies to generate sales. •Created a large return customer base by providing great service and product.
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Delivery ManagerInstryprints May 2005 - May 2010Madison, Wisconsin AreaAs a supplemental income, InstyPrints provided me with the opportunity to gain experience with all bindery work, product finishing, and coordination of all deliveries.Achievements: I learned the ins-and-outs of small business while continuously increasing my range of duties.
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Morning Pre-LoaderUps Jan 2008 - Jan 2009Madison, Wisconsin AreaWorked early morning shifts, before school, loading UPS trucks for delivery. Achievements: After proving my high work ethic, the General Manager named a truck and route. Additionally, after the GM transferred, he would hand-select me to assist with the occasional labor shortages at his new location. -
Summer AssistantB&G Foods May 2008 - Aug 2008Madison, Wisconsin AreaWorking for Ortega, of B&G Foods, I assisted with full-filling the increased summer laborer needs. Achievements: As a direct result of my hard work throughout the departments, I was promoted to the only unsupervised position of maintaining the Cream of Wheat plant. In addition, I learned the importance of education by being submerged in the harsh realities of factory work. -
Chief InstructorKarate America - Evansiville Feb 2005 - Aug 2006Madison, Wisconsin AreaAfter winning first place at Diamond Nationals, a world karate tournament, I began instructing at Karate America Stoughton and McFarland.Achievements: Upon proving my ability to connect with students of all ages, the owner designated me as Chief Instructor at the new Evansville location.
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Field WorkerEugster'S Farm Market Aug 2003 - Nov 2005MadisonAs an eager young individual, I began working at Eugster's Farm Market the day after my 14th birthday, the states legal minimum age for employment. Achievements: Through hard work and consistency, I was always among the first to be called back and begin working the farm before the season officially started.
Eric W. Skills
Eric W. Education Details
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Accounting
Frequently Asked Questions about Eric W.
What is Eric W.'s role at the current company?
Eric W.'s current role is Financial Professional.
What is Eric W.'s email address?
Eric W.'s email address is er****@****ual.com
What is Eric W.'s direct phone number?
Eric W.'s direct phone number is +141427*****
What schools did Eric W. attend?
Eric W. attended Metropolitan State University Of Denver.
What are some of Eric W.'s interests?
Eric W. has interest in Social Services, Civil Rights And Social Action, Education, Environment, Science And Technology, Human Rights, Animal Welfare, Health.
What skills is Eric W. known for?
Eric W. has skills like Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Powerpoint, Public Speaking, Research, Project Management, Leadership, Accounting, Financial Analysis.
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Eric Biron
Santa Clara, Ca1st.com
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