Reginald M. Hunter Email & Phone Number

San Diego Metropolitan Area

• Transitioned to Charles Schwab following the acquisition of TD Ameritrade.• Applied accumulated expertise to support the wealth management services at Charles Schwab.

San Diego Metropolitan Area

• Progressed to a senior role within TD Ameritrade, demonstrating exceptional leadership and client support.• Led and facilitated team meetings for a group of 40 individuals, overseeing the review of performance metrics, status of team objectives, and the assessment of case progress. Also, provided general management updates.• Delivered presentations to key stakeholders at TD Ameritrade and Charles Schwab during the merger process, highlighting cultural differences between the two organizations and contributing to a smooth transition.

San Diego Metropolitan Area

• Continued to support RIAs and their clients, managing assets of various scales.• Further honed operational expertise, problem-solving, and service resolution capabilities.• Developed deeper industry knowledge and enhanced client interactions.

San Diego, California, United States

• Provided support to independent Registered Investment Advisors (RIAs) managing assets ranging from $10 million to multi-billions.• Acted as a key point of contact, addressing advisor and client inquiries and concerns, sharing industry best practices, and resolving complex issues.• Served as a liaison between internal teams, including Sales, Risk Management, Trading, Retirement Accounts, Technology, and advisors and clients.• Educated advisors and clients on TD Ameritrade platforms, processes, services, and procedures.• Collaborated with clients to troubleshoot issues and enhance their experience.• Cultivated lasting business relationships through effective communication and listening skills.

San Diego, California, United States

• Delivered comprehensive solutions within the telecommunications industry ensuring alignment with client requirements and budget• Excelled in leveraging expertise to understand clients' unique requirements, providing tailored solutions that optimized their communication infrastructure• Conducted in-depth technical consultations, ensuring clients received a customized, value-driven communication strategy.L• Demonstrated expertise in ascertaining, assessing, and fully resolving customer issues or concerns with no management involvement. • Analyzed store statistics for the purpose of developing and utilizing proven strategies for surpassing quotas while maintaining customer satisfaction and retention. • Directed and oversaw a dedicated sales team through achieving a total of $108,805 in quarter 1 of 2021, surpassing the company goal by 192.5% • Retained robust knowledge and understanding of the full line of products and services consisting of more than 10 wireless plans, 50 devices, and 300 accessories, including an average of 15 new products introduced annually • Achieved a ranking in the 90th percentile for positive customer service interactions based on consumer surveys

Montgomery, Alabama, United States

• Created and maintained a discount code system for customers in order to easily identify applicable discounts which resulted in staff being able to expedite the customer resolution process and a 25% increase in customers seen daily. • Achieved measurable success in leading sales initiatives which led to being ranked number 1 sales rep on four separate occasions out of over 500 sales reps in the Alabama/Georgia district. • Appointed by senior management to attend the 2016 Dale Carnegie Leadership Training out of 100 district representatives. • Maintained 98% customer satisfaction average, the highest across the store.