- Process account transfer paperwork and ensure a smooth transition experience for clients- Assist financial advisors in building and rebalancing custom investment models conforming to client risk tolerance and growth objectives- Introduce planning and reporting softwares to clients, presenting holdings and performance data8700 East Market Street, Suite 7A, Warren, OH 44484, 330-856-6345. Review our Terms of Use: https://www.commonwealth.com/terms-of-use

- Manage and Instruct a team of 30+ students toward improved speech performance by revising speeches and giving tips on confidence, clarity, and effective nonverbal skills- Assist in writing debate cases, researching topics, and developing debating strategies based on prompts from national topics- Communicate with other coaches, students and parents regarding tournament logistics and judging opportunities

- Worked cross-functionally to complete requests of Financial Planners, Paraplanners, and Operations Specialists across five locations- Constructed financial portfolio review presentations for meetings with clients- Analyzed broker-dealer, insurance and investment data to prepare advisors for upcoming reviews and update financial plans in eMoney and Right Capital financial planning softwares- Designed a new client-facing, compliant portfolio review template in Microsoft Excel

-Ensure customer satisfaction through professional and clear communication as well as through assisting customers in cancelling orders, product pick-up, etc. -Maintain comprehensive understanding of store policies and ensure all new policies are understood quickly-Perform service tasks, such as assisting customers with exchanges, trade-ins, recycling electronics, setting Geek Squad appointments, etc. with utmost efficiency -Effectively communicate with upper-level supervisors as well as let co-workers know of any new policies from supervisors -Resolve customer issues quickly by listening to customer and determining solution ensure customer satisfaction

-Fostered a team-oriented culture among 11-19 co-workers by encouraging consistent, positive communication and partnership-Constructed “Daily Sales Reports” by verifying sales through Point of Sale system to ensure end of day deposit matched cash sales through report and entered reports in to Microsoft Excel-Prepared nightly deposit and ensured proper drop-off