Broadridge
Fiduciary Services Analyst
Broadridge
Fiduciary Services Specialist
Charles Schwab Jun 2008 - Apr 2014
Clearing Specialist
Osprey Packs, Inc. 2004 - 2007
Marketing Intern and Customer Service Representative
Education:
Metropolitan State University of Denver 2005 - 2018
Bachelors, Bachelor of Arts, Management, Entrepreneurship
Skills:
Customer Service Leadership Mutual Funds Financial Services Management Process Improvement Training Time Management Team Leadership Analysis Project Management Vendor Management Microsoft Office Research Investments Public Speaking Customer Experience Employee Training Customer Satisfaction Customer Retention Client Education Onboarding Emotional Intelligence Back Office Operations Staff Training Data Analysis Business Process Improvement Process Optimization Adobe Acrobat Teamwork Training and Development Critical Thinking Documentation Document Review Fiduciary Services U.s. Sec Filings Board of Directors Reporting Financial Statement Analysis Process Improvement Projects Communication Project Planning Trend Analysis Project Coordination