Michael Enwezor Email & Phone Number

Towson, Maryland, United States

Responsible for a wide variety of supervisory, compliance, and risk functions. In conjunction with the Chief Compliance Officer, owns accountability for maintaining a consistent controlled environment through adherence of business ethics and practices and adherence to all applicable Federal, State and Local laws, Founders Financial Securities policies, and.

Reactively support existing Mass Affluent ($250k-$1M) clients to address their financial needs and to help them navigate Charles Schwab products and services to achieve their financial goals. Execute contact management strategy with clients below $100k to maximize daily opportunities and to grow clients into book of business. ♦ Strong ability to balance.

Ensuring terminated plan participants understand their options once they have separated from previous employer. Focus on providing a superior client experience while displaying fair and balanced education and information via firms referral based model with licensed Financial Consultants.♦ Use of consultative sales model and questioning strategy to.

Lancaster, Pennsylvania, United States

As part of my job responsibilities, I cultivate and maintain solid business relationships with key clients and small businesses as well as facilitate them in achieving financial goals. One of my key task was to assess and resolve the financial situations of the clients in order to gain utmost loyalty. Furthermore, I communicate with customers either.

Hunt Valley, MD/Whittier, CA

In this role, my key task was to provide end-to-end performance management on various aspects, including sales, client experience, and quality assurance by auditing customer feedback of staff. Also, I supervised sales associates in delivering strong sales performance and assured quality services being delivered to clients. In order to increase performance.

Hunt Valley, Maryland

During my work tenure, I acted as peer coach during manager absenteeism, facilitating and resolving issues of both the customers and staff. I was also selected by the higher management to join Executive Council of top performing sales associates, supporting and directing sales team in meetings. Lastly, I served duties as a Subject Matter Expert on the.

Shrewsbury, Pennsylvania

► Delivered exceptional customer service by being proactive and identifying needs► Resolved customer issues in an efficient yet professional manner► Processed and verified a variety of monetary transactions► Maintained adherence to corporate risk and regulatory standards, policies and controls

Shrewsbury, Pennsylvania

► Trained and supervised stock room employees► Managed inventory distributional logistics► Marketed daily promotions and provided product knowledge

Shippensburg, PA

► Marketed on-campus events to build participation► Promoted the value of monetary contributions to donors