Eric W.

Eric W. Email and Phone Number

Financial Professional
Eric W.'s Location
St Charles, Missouri, United States, United States
Eric W.'s Contact Details

Eric W. work email

Eric W. personal email

n/a

Eric W. phone numbers

About Eric W.

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.

Eric W.'s Current Company Details

Financial Professional
Eric W. Work Experience Details
  • Robinhood
    Advanced Brokerage Specialist
    Robinhood Mar 2020 - Oct 2022
    Denver, 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.
  • Robinhood
    Options Support Representative
    Robinhood Jun 2020 - Mar 2021
    Denver, Colorado, United States
  • Robinhood
    Licensed Customer Service Representative
    Robinhood Mar 2020 - Jun 2020
    Denver, Colorado, United States
    ·Worked with customers regarding their account through email.·Helped explain and process corporate actions related to customer positions
  • Self-Employed
    Self Employed
    Self-Employed Feb 2019 - Feb 2020
    Denver, 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)
  • Northwestern Mutual
    Financial Advisor, Financial Advisor Associate
    Northwestern Mutual Jan 2016 - Feb 2019
    Denver, 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.
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jun 2016 - Dec 2017
    Denver, Colorado, United States
  • Northwestern Mutual
    Intern
    Northwestern Mutual Jan 2016 - Jun 2016
    Denver, Colorado, United States
  • Skywest Airlines
    Ramp Lead
    Skywest Airlines Dec 2010 - Dec 2015
    Greater 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.
  • Skywest Airlines
    Ramp Agent
    Skywest Airlines Oct 2010 - Dec 2010
    Denver, Colorado, United States
  • Smoothie King
    Assistant Manager
    Smoothie King Aug 2006 - Aug 2010
    Fitchburg, 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.
  • Instryprints
    Delivery Manager
    Instryprints May 2005 - May 2010
    Madison, Wisconsin Area
    As 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.
  • Ups
    Morning Pre-Loader
    Ups Jan 2008 - Jan 2009
    Madison, Wisconsin Area
    Worked 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.
  • B&G Foods
    Summer Assistant
    B&G Foods May 2008 - Aug 2008
    Madison, Wisconsin Area
    Working 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.
  • Karate America - Evansiville
    Chief Instructor
    Karate America - Evansiville Feb 2005 - Aug 2006
    Madison, Wisconsin Area
    After 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.
  • Eugster'S Farm Market
    Field Worker
    Eugster'S Farm Market Aug 2003 - Nov 2005
    Madison
    As 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

Microsoft Office Customer Service Microsoft Excel Management Microsoft Word Powerpoint Public Speaking Research Project Management Leadership Accounting Financial Analysis Team Leadership Training

Eric W. Education Details

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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