Thomas Overhoff Email & Phone Number

I am versatile and results-oriented financial services & customer service professional with experience in driving high-impact customer service and customer satisfaction initiatives and achievements combining executive leadership, Paralegal, and administration skills to optimize business processes, increase profits, and advance the company mission. I have proven to balance multiple competing tasks within high-pressure atmospheres and streamline processes and procedures to maximize productivity and efficiency. My expertise lies in investment products and services across proprietary and custodial lines and ensuring adherence to organizational procedures and policies to ensure outstanding productivity and performance. Backed by superior communication and decision-making capabilities, I excel at providing exceptional organizational and time-management skills and driving optimal office efficiency and success.I have excellent analytical and relationship management skills and am recognized as an innovative thinker who develops innovative ideas for solving everyday problems more efficiently. In addition, I am an effective team leader with active coaching, training, and mentoring skills, a multi-tasking capacity to work independently and in a team, and the flexibility to meet shifting goals and tight deadlines. I have outstanding verbal and written communication skills and excellent interpersonal and organizational skills to communicate and operate in a fast-paced and challenging environment with multiple departments and the public. In addition, I have the vision to drive the department. I am assured that my commitment to dealing with various roles and activities under high-pressure situations & tight deadlines would yield impeccable results.Areas of Expertise:• FINRA Series 7 • Certified Client Experience Prof. • Strategic Planning/Analysis • Root/Cause Analysis • Process Improvement/Maximization • New Business Development • Quality Improvement • Customer/Client Service • Client Relations Management • Problem Resolution

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  Montana State University-Bozeman

  Accounting