Wes Evans Email and Phone Number

Provide excellent and cheerful customer service to quickly and effectively resolve issues related to E*TRADE brokerage, bank, and retirement accounts. Place trades on behalf of clients with both speed and accuracy. Identify and refer clients with the need for a discussion with a Morgan Stanley Virtual Financial Advisor. Studied for and passed the FINRA SIE, Series 7, and Series 63 exams.

Segmented over 9,000 Ameriprise financial planners into five brackets and compared metrics such as number of employees and assets under managements to gain insight and make better informed decisions. Sorted and mapped third-party insurance, annuity, and retirement plan data to streamline and eventually automate recurring monthly process. Scheduled one-on-one meetings with over 30 team members to gain a better understanding of their role in the business unit.

Wrote over 310 product descriptions for seasonal branded Harley-Davidson Motor Clothes, official gear of the open road, to appeal to the consumer. Delivered projects on strict deadlines while balancing a full college course load and 40 hour per week summer job.

Repaired, organized, and cleaned forklifts and other high-value rental equipment in a shop environment. Pursued growth with more experienced mechanics for help and guidance on certain tasks I was inexperienced or unfamiliar with.

Worked in a leadership role to plan, coordinate, and execute summer camp games and activities for 500 elementary school aged children daily during the summers of 2017, 2018, and 2019. Communicated with other leaders clearly and effectively, creating a seamless camp experience. Underwent training to work successfully in teams, keep children safe, identify safety risks, and provide excellent customer service to parents.