Sean Stroud Email & Phone Number

Phoenix, Az, Us

Phoenix, Arizona, United States

Phoenix, Arizona, United States

Dallas, Tx

Direct Access Capital is an investment management firm with a focus on specialty finance strategies, particularly in the residential real estate credit markets.

Houston, Texas

• Provided operational support for Invesco clients by analyzing and processing mutual fund transactions and account maintenance requests while surpassing team goals for order accuracy and completion time.• Resolved a SEP account purchasing restriction by identifying an allocation error in the main account management program and coordinating with the Operations Development department to repair system coding.• Proactively identified and updated four Invesco policies and procedures in the internal operations manual to aid future team training and development.• Completed an average of 1503 account maintenance and mutual fund transaction orders per month compared to a team average of 500-600 per person.

North Bay Area

Credo Action Team• Nominated by supervisor to represent a crew of 13 coworkers in office-wide leadership committee.• Created a product knowledge room for technicians to master products before offering to customers. • Developed a new awards system to encourage technician loyalty and participation. • Responsible for improving day-to-day operations for technicians through policy updates and work place improvements.Communications Technician, Level 4• Planned, coordinated, and executed a large-scale certification project of Comcast services for a 300-apartment housing complex, supervising a team of 10 to accomplish quality control checks and repair work over a 6-month period while also completing regular work responsibilities.• Promoted from Technician Level 1 to Technician Level 3 in 10 months as opposed to a 24-month company average.• 3-time recipient of the Pyramid of Excellence Award, acknowledging customer service and job performance excellence.• Provided technical service to clients and small businesses across 18 cities, including product installation, troubleshooting, and leakage repair projects.

Windsor, Ca

• Led sales strategy for the Pacific West region and managed a team of 3 to surpass company sales goals. • Increased total accounts by 14% by leading sales territory expansion in Southern California.• Managed existing accounts and identified sales leads.• Showcased products at conferences and at vendor request.

Santa Barbara, California Area

• Ensured guest billing accuracy by auditing account discrepancies and preparing all occupancy reports. • Two-time recipient of Bacara’s Best Award.• Promoted to Auditor after a year and a half of employment as Concierge.

Master Of Business Administration - Mba, Finance And Accounting

Bachelor Of Arts, Business Economics

Education record

Valedictorian CSF Lifetime Member