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%

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.
• 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.