Legal Research and Writing Tutor

• Assisted participants with long-term investment goals, realistic expense budgeting for retirement, maximizing employer-match contributions, making suitable investment elections, and ensuring each participant had the necessary income to cover all anticipated expenses in retirement.▪ Reviewed and analyzed retirement savings efforts as well as all other assets, liabilities, expenses, and any alternative investments to provide a holistic investment strategy tailored to both long-term and short-term goals. ▪ Secured multiple top ten finishes (tax-exempt market) for new assets brought over to the firm due to an innate ability to connect with people, a sincere interest in understanding their long-term goals and short-term needs, and an exhaustive understanding of suitable investment options related to varying risk tolerance and retirement goals.▪ Averaged around $10 million in new assets transferred into Fidelity Investments per month.

• Analyzed, investigated, and responded to consumer complaints related to the financial products offered at Wells Fargo.▪ Communicated with multiple levels of management and third-party business partners to investigate and resolve complaints. ▪ Responded to and resolved a variety of complex consumer complaints and documented resolutions that were ultimately submitted directly to FINRA in accordance with regulatory requirements.▪ Documented investigatory findings and made recommendations to mitigate risk exposure.

• Secured top-five finishes in sales for multiple departments in the Southwest division for all reporting periods associated with 2020.▪ Operated as the chair lead for the credit program at Macy's primary Fort Worth location and helped to develop business and open lines of customer credit that resulted in top-five finishes for credit retention in the Southwest division for multiple quarters in 2020.▪ Managed a team of 30+ sales associates and team leaders, utilizing leadership techniques and weekly developmental meetings to improve client interactions and assist colleagues with personal development goals.▪ Analyzed numerous sales and credit reports to determine growth opportunities and utilized resources such as trend data, sales reports, and my personal client book to expand sales resulting in consistently beating sales projections for every period, quarter, and year-to-date projections associated with 2020.

• Utilized an empathetic and consultative approach to assist internal and external clients with challenging life events and the transition of assets to the appropriate party in a wide array of scenarios (testate, intestate, trust beneficiaries, pre-deceased per stirpes beneficiaries, etc…).▪ Operated as an informal leader within the estate's department by helping to develop call model templates for new hires, participating in call reviews to coach and develop an empathetic approach more suited to our client base, and participating in live side-by-side review sessions to help new estates representatives develop a more organic approach to developing an authentic relationship with our clients.▪ Built long-lasting client relationships with beneficiaries, executors of estates, and successor trustees through a genuine interest in assisting them through a challenging time and a thorough education of the processes, procedures, and services available within the Charles Schwab platform.

• Assisted Investment Advisors by providing knowledge and information related to products, platforms, and additional services available on TD Ameritrade platforms. ▪ Assisted with troubleshooting and exploration of creative and custom solutions related to complex and situationally difficult financial matters. ▪ Assisted our department with escalated matters and worked directly with management to ensure expeditious situations and escalated matters resulted in a positive client experience.

• Managed and maintained the lowest departmental rates for delinquency in an account portfolio with balances ranging from $5,000,000 to $10,000,000. ▪ Excelled with informal leadership roles and mentoring opportunities to help coach and develop those around me. ▪ Assisted in Beta testing of new systems and worked closely with our technology department to fix any bugs or data flow issues that were presented. ▪ Maintained a position as the top car collections agent at Mercedes-Benz Financial Services for eight consecutive months.

•Maintained a meticulous client book and maximized sales and business revenue through understanding of client relationship management and proactive marketing of promotional sales and events.•Developed and grew a small pre-existing customer base through customer relationship management, promotional and event marketing, and an innate ability and talent for driving sales and broadening an already established customer base. •Developed and grew a small pre-existing customer base through customer relationship management, promotional and event marketing, and an innate ability and talent for driving sales and broadening an already established customer base.•Consistently surpassed weekly and monthly sales quota’s on a regular basis through strong verbal and written communication skills, networking abilities, and proven sales strategies. •Promoted and help market exclusive vendor events and upcoming sales to maximize revenue and sales results.•Utilized client book and rapport previously established as a retail sales associate in Austin to generate and expand profitable client relationships.

•Courteously greeted customers and efficiently processed inventory and shipping needs within a busy, fast-paced retail environment .•Consistently met and exceeded monthly and weekly shipping and service level goals.•Assisted with store stocking, floor-sets and opening/closing procedures.•Boxed, printed and labeled merchandise being shipped to customers.•Unloaded and inventoried incoming merchandise shipments.

•Courteously greeted customers and efficiently processed inventory and shipping needs within a busy, fast-paced retail environment.•Consistently met and exceeded monthly and weekly shipping and service level goals.•Assisted with store stocking, floor-sets and opening/closing procedures.•Boxed, printed and labeled merchandise being shipped to customers.•Unloaded and inventoried incoming merchandise shipments.