Josh Dewitt Email & Phone Number

Westlake, Texas, United States

Southlake, Texas, United States

A Client Account Services Principal is a back-office operations role responsible for reviewing and approving account registration changes. In order to operate as a principal for Client Account Services, associates must pass the Series 24 and Series 4 qualification exams. On a daily basis a principal utilizes written procedures to analyze client requests while assessing risk to clients and the firm to determine if requirements have been fulfilled. Once fully licensed and trained I processed between 50-100 client requests a day depending on my daily assignments. The following is a selection of items I reviewed - legal power of attorney (POA) and guardianship/conservatorship paperwork, account conversions, adding/removing tenants to accounts, adding/removing margin and options trading privileges to accounts. Communicated decisions to clients and other associates verbally via phone calls and in writing via notes left in work items, chats, and emails.On top of my day-to-day job functions I spent time on my team’s consistency and problem-solving committees. Through these committees I worked as part of a team to ensure principals across the three work sites were handling requests in a consistent manner and addressing common client/associate irritants by identifying and eliminating process waste. Additionally, I demonstrated leadership ability by facilitating team huddles and delivering new hire and ad hoc trainings.

Fort Worth, Texas, United States

A Financial Services Representative is the first person clients interact with when calling TD Ameritrade for assistance on their account(s). For this role associates go through an initial 3-month training period in which study time is provided for the Series 7 and Series 63 licensing exams. After passing the licensing exams there is a two-week training course to prepare associates for their role taking inbound client calls.Once fully licensed and trained I received between 20-40 inbound calls a day to resolve client issues or provide information related to the financial markets or client accounts. Efficiently established client rapport as shown by strong Customer Service Index (CSI) and Net Advocacy Score (NAS) metrics. Gathered information during calls to answer client's stated and unstated needs generating Business Lead Referrals (BLRs) to help the company's financial consultants better assist clients in future interactions. Left succinct notes based on call interactions to provide history of client's requests and resolved issues.

Stillwater, Oklahoma, United States

The O'Colly is the student-run newspaper for the Oklahoma State University campus community. Worked as a Distributor during my senior year at Oklahoma State University.As a Distributor I delivered a total of 1,100 student-produced newspapers to 23 locations on campus. Completed my route every Monday, Wednesday, Friday between 5:00AM and 8:00AM. Recycled unused papers to keep newspaper stands presentable and free of clutter.

Flower Mound, Texas, United States

Held the Operations Associate position periodically when I was home from school in the summers/holidays. Contributed to the support team in order to execute the door-to-floor strategy, which efficiently transported merchandise from the stockroom area to the sales floor. Maintained store standards by updating pricing/signing information and rearranging merchandise according to monthly plans distributed by the JCPenney corporate office. Kept stock room and dock area clean to promote a safe work environment.

Frisco, Texas, United States

During my summer internship I gained valuable experience learning about the responsibilities and functions of an accounting department for a major sports organization. Over the course of the summer I worked closely with various groups such as accounts payable and accounts receivable, while also assisting the Senior Director of Finance with other tasks as needed.Some of the tasks I worked on include: • Assisted senior/staff accountants with the reconciliation of intercompany accounts. • Input game info / created jobs for 2016-2017 season in Microsoft Dynamics NAV. • Digitized various accounts payable documents such as W9 forms and invoices. • Entered department budgets into Excel and uploaded them in the accounting system. • Manipulated ‘Game by Game Budget’ file to be better used for future seasons.

Stillwater, Oklahoma, United States

As a Teaching Assistant I assisted with the instruction of a class of about 25 College Algebra students. My responsibilities included attending daily class lectures throughout the week to observe any course material students were having difficulty learning. Instructed class on my own during discussion section meetings every Tuesday, Thursday. Discussion meetings were meant to be additional practice sessions for students to build repetition with material and ask questions they may feel more comfortable asking someone they view closer to a peer than professor. Held office hours each week to provide additional assistance when needed. Brainstormed ideas for in-class activities at weekly instructor/TA meetings.

Flower Mound, Texas, United States

Worked as a Sales Associate at JC Penney after school and on weekends during my senior year at Marcus High School. As a Sales Associate I provided customer service to those needing any help on the sales floor. Maintained the overall appearance of the sales floor in my department during my shift, and helped touch up the store as a whole when closing. Facilitated customer transactions in a time efficient manner to reduce the build-up of lines at the registers, while also providing the customer with a pleasant retail experience.

Bachelor’S Degree, Financial Mathematics, 3.86

Activities and Societies: Pi Mu Epsilon (National Chapter), Pi Mu Epsilon (OSU Math Club), Sports Management Club, Economics Society, Phi.

High School

Activities and Societies: Marcus Marauder Basketball Program