- Charlotte US-NC
- [email protected]
•Duties include managing a variety of systems including the Battalion Enlisted Promotion System. •Act as Battalion Master Resiliency Trainer which includes performing training and documenting all training for over 500 soldiers.
•Served as Squad Leader and Platoon Sergeant for route clearance platoon located in Afghanistan which included managing and supervising over 30 team members. •Plan and conduct route clearance combat missions in an efficient manner. •Certified as AN/PSS 14 Master Trainer, CIED Master Trainer, GyroCam Operator and Raven SUAV Operator.
•Responsible for providing superior financial counseling to new and existing clients. •Effectively worked with other members of the wealth management team in order to provide a superior amount of service to clients. •Mentored and trained new hires on all organizational policies and procedures. •Provided superior retirement and financial counseling services to assigned clients along with communicating details of TIAA-CREF retirement plans, after tax investments, and other insurance products. •Negotiate payment flexibility, investment choices, and all related financial and retirement issues that may arise. •Responsible for measuring team performance and providing concise feedback to the team during a Lean Six Sigma deployment.
•Responsible for providing effective and professional financial counseling services to both new and existing high net worth clients. •Effectively identify opportunities for growth within assigned group segment along with overseeing existing client accounts.