• Managed portfolios, optimising allocation based on risk and market opportunities• Conducted meticulous and comprehensive research, diligently analysing fundamentals, sentiment, and technical indicators to make informed investment decisions• Actively engaged with trading communities on Twitter and Discord, fostering relationships• Developed online credibility by providing accurate investment calls that generated 100x+ profits • Offered guidance and leadership to communities, shaping project goals and direction

• Prioritised & executed tasks in high-pressure environment• Educated the team on company standards and values• Coached team members to high performance• Conducted staff training, meetings and presentations

• Handled escalated customer service inquiries• Achieved call quality, performance, and productivity targets• Adhering to compliance and data protection• Attention to detail when inputting data on Salesforce

• Assisted customers with queries using product knowledge• Upselling additional products to maximise profitability

• Conducted presentations and tours of the University• Mentoring and assisting school leavers• Assisting in the organisation and setting up of events

• Initiated outbound calls to respond to student inquiries• Accurately managing data on Gecko system

• Provided ongoing training and coaching sessions• Retained clients through results & ongoing support

• Created and delivered first class customer experience• Upselling additional products to maximise profitability