Patrick Peebles Email & Phone Number

Chicago, IL, US

US

US

• Communicate with clients on the phone to assist customers with asset transfers, cash movements, account management and technical issues achieving a desired customer satisfaction score (CSAT) of 90.16%.
• Promote the company’s value-added services to existing and prospective customers, including services provided by financial consultants, Morgan Stanley Financial Advisors, and other specialty teams, obtaining 77.
• Inform customers on how to use the E*TRADE website and show available tools and resources for investors maximum use and benefit, providing quality customer service to over 3,513 clients.
• Educate customers on trading education including order types, options strategies, cash account rules, margin requirements and Pattern Day Trading (PDT) rules.
• Execute trades, wires, and other urgent requests for customers in a timely manner, resulting in an Average Handle Time (AHT) of 11 minutes for resolution of client’s issues and requests.

Cherry Hill, New Jersey, US

• Performed market research on 6 to 7 companies in the supplier diversity solutions industry resulting in the creation of a matrix table comparing the services and metrics of key industry players.
• Recorded lease invoice data of 20+ transportation trucks purchases by Corcentric’s clients generating up to date entries of invoice schedules to the company’s database.
• Wrote a Standard Operating Procedure (SOP) on Microsoft Teams communication resulting into an updated and detailed word document on the company’s Teams policy and usage for training new employees.
• Translated 10+ workshop PowerPoint presentations from Corcentric’s French team division on the use of Corcentric’s invoicing and procurement software, yielding an updated English version for internal use in the US.
• Authored an article for the “Strategic Sourceror” website resulting into an insightful essay on the future of electric freight trucks and the challenges yet faced for implementation in the logistics industry.

Chicago, IL, US

• Researched and produced a detailed economic report on the health and performance of the US economy using 7 different types of macroeconomic data and geopolitical factors to assist in forecasting and investment decisions.
• Presented an investment recommendation for Deere and Company (DE) to the board of the organization showing financial and market analysis resulting in the fund purchasing 35 shares of DE.
• Appraised Deere and Company via a Dividend Discount Model and Free Cash Flow to Equity model to base the buy recommendation pitch to the fund resulting in a 20% return on investment at sale.

• Scheduled virtual and in-person client meetings through phone calls and emails.
• Addressed incoming client calls and texts to answer questions and requests prior to client meetings.
• Recorded 95% of the firm’s client’s files into digital copies to the company drive by scanning the physical copies of each client folder.
• Arranged client’s file documents in the computer drive folders with clear and coherent titles for easy access and retrieval of important information.

Noblesville, Indiana, US

• Coordinated service projects with other fraternity chairs, and with on-campus and off-campus philanthropic organizations.
• Administrated 4 committee members to promote service and philanthropic events for members of the fraternity.
• Advocated 5+ social causes and volunteer opportunities for fraternity members in the organization's communication channels.
• Surveyed 40+ fraternity members to collect and understand what service causes and organizations the members wanted to participate in.

Bachelor'S Degree, Economics

Education record

Education record