Mark Easterling Email & Phone Number

Charlotte, North Carolina, United States

• Assist a fluid book of high opportunity clients with a variety of complex needs
• Utilize sales skills to uncover asset consolidation opportunities
• Outreach clients in attempt to align them with appropriate products/services
• Furnish leads to Financial Advisors for Vanguard's managed portfolio service
• Provide feedback to management regarding the development of the new role

Charlotte, North Carolina Area

• Built and maintained relationships with a book of 600+ high-net-worth clients
• Provided financial education, investment guidance, and product information
• Solved complex problems for my clients employing strategic thinking
• De-escalated sensitive client situations passed to me from other associates
• Consistently exceeded expectations of clients based on survey feedback

Charlotte, North Carolina, United States

• Assisted clients with opening of new accounts and account transfers
• Placed stock, exchanged traded fund, and mutual fund trades
• Partnered with other departments to resolve administrative matters for clients
• Head coach and assisted Vanguard University to run training for Flagship Client Services Specialists
• Assist Assigned Representatives with their clients on an ad hoc basis when they call Vanguard and the AR is not available

Charlotte, North Carolina, United States

• Primarily my duty was to assist clients with placing stock trades and educating clients on making those decisions
• Assisted clients with making investment decisions that encompass asset allocation, financial goals, risk tolerance, time horizon for investing, rebalancing portfolio, placing stock trades online for themselves
• New hire coach for new Personal Investment Associates and Brokerage Specialists
• Trained contract workers and provided leadership support for them

BWI Airport, Hanover, MD

• Coordinate tow of damaged vehicles to service and repair shops.
• Oversee eight body shops that directly repair Enterprise vehicles.
• Approve all body shop repairs by inspecting estimates and actual damage; ensuring repairs are necessary and accurate.
• Challenge and motivate body shops to repair Enterprise vehicles quickly with the least cost to Enterprise and our customers.
• Responsible for the maintenance and safety recalls for over 2000 vehicles.
• Provide purchase orders to maintenance vendors, ensuring the lowest cost for labor and parts.

Central Valley, NY And Hanover, MD

• Oversaw inventory levels in stock room and sales floor; keeping shrink levels the lowest in the district for four consecutive inventories.
• Created daily “five minute meetings,” emphasizing tools to reduce shrink.
• Monitored all aspects of sales floor, achieving excellent customer service practices, as well as, prevented external theft opportunities.
• Led staff and management meetings that provided training on operations, policies, selling skills, and product knowledge.
• Promoted from stock associate to assistant manager for proficiency in stock operations and knowledge of policy and procedures.

• 1995-1998 Aircraft Electrical and Environmental Systems Journeyman United States Air Force, Misawa Air Base, Japan
• Instructed flight personnel of thirty in safety practices.
• Led and managed training program for the flight which was adopted by entire squadron.
• Assigned duties to senior Journeymen for maintenance of mission critical fighter aircraft.
• Performed seven-level inspection for electrical and environmental systems of all aircraft. 1992-1995 Aircraft Electrical and Environmental Systems Journeyman United States Air Force, Cannon Air Force Base, NM
• Designed and implemented methods to reduce training appointment “no-shows;” element from an average of five “no-shows” a month to zero for eight months.

Bachelor'S, International Politics

Education record