Kara Connolly Email & Phone Number

Scottsdale, Arizona, United States

Scottsdale, Arizona, United States

Scottsdale, Arizona, United States

Exposed to a structured blend of learning programs, team-building activities, networking opportunities, and enriching work projects.• Shadow specialists to ensure fixed income, equity, and international trades placed outside of Charles Schwab post to client accounts and settle on time.• Participate cross collaboratively on business projects to help meet clients’ needs.• Trained on strict policies and procedures put forth by the SEC• Sponsored by Charles Schwab to sit for SIE… Show more Exposed to a structured blend of learning programs, team-building activities, networking opportunities, and enriching work projects.• Shadow specialists to ensure fixed income, equity, and international trades placed outside of Charles Schwab post to client accounts and settle on time.• Participate cross collaboratively on business projects to help meet clients’ needs.• Trained on strict policies and procedures put forth by the SEC• Sponsored by Charles Schwab to sit for SIE exam – Intended Test Date is September 2021• Set up individual meetings with Department leaders across Schwab to gain insight and research my professional roadmap Show less

At this position, I developed advanced skills in sales to meet client needs while consistently meeting goalsand targets.- Collaborate with external service providers, ensuring timely service with a focus on customer care.- Demonstrate comradery while collaborating with a team of 10 to ensure customer satisfaction andadherence to industry quality standards.- Communicate regularly with customers, serving over 20 in-person clients and 30 phone clients per day.- Utilize… Show more At this position, I developed advanced skills in sales to meet client needs while consistently meeting goalsand targets.- Collaborate with external service providers, ensuring timely service with a focus on customer care.- Demonstrate comradery while collaborating with a team of 10 to ensure customer satisfaction andadherence to industry quality standards.- Communicate regularly with customers, serving over 20 in-person clients and 30 phone clients per day.- Utilize abilities in conflict resolution while diffusing situations and dealing professionally with iratecustomers. Show less

Tucson, Arizona Area

Here I interacted regularly with customers to understand needs/concerns while providing training for newemployees through example and instruction. Offered guidance on customer service, foodmarketing/running, and all necessary technology.- Recognized for advanced skills in leadership, resulting in a promotion to Shift Lead after 5 months.- Managed a team of 5-7 employees, providing active direction and guidance as second-in-command.- Demonstrated leadership during manager… Show more Here I interacted regularly with customers to understand needs/concerns while providing training for newemployees through example and instruction. Offered guidance on customer service, foodmarketing/running, and all necessary technology.- Recognized for advanced skills in leadership, resulting in a promotion to Shift Lead after 5 months.- Managed a team of 5-7 employees, providing active direction and guidance as second-in-command.- Demonstrated leadership during manager absences. Completed all necessary managerialresponsibilities, engaged in decision making, and responded to all customer and employee needs. Show less

Education record

Bachelor Of Business Administration - Bba, Finance