James Weed Email and Phone Number

Making Utah malt for Utah breweries and distilleries

I worked exclusively with Wells Fargo's top 3% clients.Managed transactions for business and personal banking and brokerage accounts.

Answered questions pertaining to the securities markets, existing orders, and the execution of new orders. Executed basic and technical securities requests that included: stocks, bonds, mutual funds, options, trusts, and brokered CD's.

Started at Arkona (a car dealership software company) programming contracts and forms to calculate and print correctly. I was then promoted to installer. My duties as an installer were to travel in weekly increments to setup and train dealerships to the dealer and state specifications.Specialized in the finance & insurance, payroll, and sales departments.

Answered client questions pertaining to the securities markets, existing orders, and the execution of new orders. I received 3 awards for my work, all for efficiency; one was for the record of most calls in one day. Executed basic and technical securities requests that included: equities, fixed income, mutual funds, ETF’s, options, and other derivatives. I understand the operational procedures for different types of accounts such as joint, IRA’s, trusts, minor, education, full service, and self directed.

Started at MBM (a debt management agency) as a credit counselor and was promoted to debt manager. Received employee of the month award twice.Financially analyzed and advised over 10,000 customers.Managed and trained employees in a team environment. Utilized quick decision making, analytical, and negotiation skills with creditors.