Handle bulk of “on property” and in-person activities on behalf of agent during pandemic. Act as a technology expert in assisting agent with websites, online databases, and access online public records. Prepare market trend research and analysis reports for agent to use in marketing materials.

Lead a team five direct reports. Worked with IT Team in their development of a new software for team’s workflow processing. Worked directly with our international staff in designing training, chose responsibilities to allocate, conducted training sessions, monitored quality. Reduced team turn-around times and deadlines by half through process improvement. Capitalized on my knowledge of investments, securities, retirement plan services, and mutual fund operations. Achieved expert knowledge of the duties and responsibilities across team functions, allowing me to serve as a reliable back-up substitute and knowledgeable resource.

Capitalized on design training as an independent contractor, designed and produced marketing materials from scratch, including web pages and brochures

Worked in both client-facing and operations roles. Actively assisted and consulted trader clients on a wide range of proprietary software issues, and advanced level of knowledge and guidance on complex stock market mechanics. Routinely resolved difficult or unusual issues and work processes through analysis of patterns and root causes of recurring problems or inefficiencies.