Patrick Smith Email & Phone Number

Internet

Brilliant ETS Rater and Response Scoring ProfessionalMay to CurrentEducational Testing Services － Internet Based - Satellite OfficeScores written responses for GRE and California ELPAC Assessment Evaluate student writing tasks for GRE and California Student Assessment of Writing Skills.Analyze constructed response task using a scoring rubric to assign competency score.Formerly Spanish and English Assessment Rater Texas STAAR (2016-2018) (Scoring Rater Assessment)

Focused on educating consumers regarding numerous Retirement Products ranging from (401(k), 403(b), 457, 401(a)) etc. Answered on average 30-50 inbound calls; Consistently helped to create brand trust and confidence to help serve client needs and help them reach their retirement goals Assisted customers with requests ranging from loan requests, loan payments, plan design inquiries, balance transfers, and general information regarding their account.(FINRA Broker Check#4771499)

Jacksonville, Florida, United States

• Provided (internal) Financial Advisors and corporate providers with non discretionary, fee-based investment program strategy• Assisted in enrollment, trading, and fundamental assistance of all aspects of MLPA and Portfolio Rebalancing System• Developed new methodologies with the emphasis on process-side functional satisfaction, requirement definition, change control, testing, analysis of the (MLPA) managed product system ( including remote logging for process improvement and troubleshooting)(FINRA Broker Check#4771499)

Jacksonville Fl

• Developed investment strategies to meet short and long term financial objectives • Constructed Budgeting/Financial Analysis in addition, creating an investment portfolio using a range of financial instruments including fixed income and equity securities• Provided analysis on the financial aspects of retirement and estate planning, tax strategies, mutual funds, managed investments and business related services (FINRA Broker Check#4771499)

Jacksonville, Florida Area

• Offered financial guidance for clients using Fidelity resources, tools, and web based products • Produced high levels of sales/guidance and generated new house held accountsHighlights:• Generated more than $800,000 in revenue and fee income within a 4-month period.• (Over $8,000,000 in total sales for 1 month)(FINRA Broker Check#4771499)

Jacksonville, Florida Area

• Assisted customers with inquires regarding online personal and small business accounts. • Process tested/serviced a wide range of issues from Online Transfers to Foreign exchange of currency provided accurate information, excellent communication, and problem-solving expertise using JIBA, Ace, and Boss internal banking systems• Responsible for auditing funded and sold loan information between technology systems, insuring data integrity and making corrections as needed. • Posted payments and disbursements; including disbursing payments weekly and managing check requests to send to investors. Develop and reconcile spreadsheets for interim transfer of loans, complete special projects, and loan closing.

Language Facilitator

Jacksonville, Florida Area

Pre-College Component President (1995), Intern

Education record

Reshape the way organizations use technology In today's global market there is an intense need for global b2b marketing techniques.

Pharmaceutical Sciences

Goal to attain by 2026 Certificate/Ptcb.. http://cpe.pharmacy.ufl.edu/pharmacy-technician-training/live-training/ The University.

Bachelor Of Arts - Ba, Business Administration, Web Technology, And Mortgage, 3.45

Bachelors Business Administration with a concentration in Technology With business opportunities opening up all over the world, skilled.

Certified Financial Analyst Level I, Finance

Goal attained by 2026

Lean Six Sigma White/Yellow Belt, Passed

Overview of LSS methods LSS positioning roles Variability introduction To acquire a basic understanding of Six Sigma and Lean To obtain.

Education record

Medical Staff Services Technology/Technician