Grant Colbert Email & Phone Number

Chicago, IL, US

-Responsible for driving some of the highest associate pass rates within Consumer Investments in regards to SIE, Series 7 and Series 66 exams- Promote new hire development and prepare up to 65 associates at any one time for new job function-Act as liaison across lines of business to ensure associate readiness-Create and implement multiple different.

- Promoted to Solutions Specialist after consistently be among top performers in both deepening and client satisfaction metrics- Submit 3 process improvement opportunities that are currently in development- Provide feedback on outdated/incorrect ORC materials- Develop training materials for line of business- Provide elevated service support and education.

-Fulfill servicing needs of Merrill Guided Investing clients including placing liquidation orders, submitting money movements and educating clients on product.-Support the books of business of financial advisors by fulfilling the servicing needs of their clients-Identify outside assets of clients for consolidation-Help clients find financial products that.

-Provide support for financial advisors-Assist self-directed investors with their account and trading needs-Provide clients with education on online platform and enterprise offerings-Identify potential outside assets for consolidation-Submit money movements and distributions on behalf of clients

- Greet customers and assess their needs-Demonstrate vehicles to customer, accompany them on test drives, inform them of purchasing options and provide them with the information they require -Contact prospective customers and assess their individual needs-Drive business into dealership by creating customer appointments

-Contact prospective customers and assess their individual needs-Drive business into dealership by creating customer appointments over the phone and email- Provide customers with requested additional information on vehicle of interest

St. Louis, MO, US

- Take measures to ensure that every customer is completely satisfied with their Enterprise experience-Write up rental contracts and sell additional products and protection products to customers-Maintain vehicles in fleet and make sure vehicles are presentable for customers-Pick up and drop off customers-Interact with external accounts and make sure they.

Pittsburgh, PA, US

- Assist in receiving, sorting, and distributing mail and packages for the on campus residents at the University of Pittsburgh

Evanston, IL, US

- Sell daily beach passes to beach patrons- Answer patrons questions regarding the lakefront and the surrounding area

Englewood, CO, US

- Greet customers and asses their needs.- Advise customers on sporting products.- Keep store organized and clean.- Conduct transactions at the registers.- Actively recruit customers for loyalty program.

US

- Helped facilitate a wholesome camp experience for 28 children.- Led edible crafts and served dinner.- Set up and cleaned up before and after camp each day.

US

- Responsible for the safety of 31 campers and 12 counselors at a sleep away camp.- Ensured counselors were doing their job taking care of the campers.- Organized camp games and set up camp activities.

- Responsible for 5 children at a sleep away camp.- Organized camp games for the whole camp of 20 children.- Worked alongside other counselors and senior counselors to provide a safe and enjoyable camp experience for the campers.

Bachelor'S Degree, Finance, Supply Chain Management

High School