IAN UNDERWOOD
Scottsdale
Summary
Ambitious and industrious with great analytical and problem solving skills. Excellent teacher with proven ability to explain complex topics and educate. Studied English and is familiar with financial services. Seeking to contribute diverse skill set in a team setting. Dynamic individual with hands-on experience in English and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Small Business Retirement Specialist
The Vanguard Group
01.2020 - 07.2024
- Scheduled meetings with clients to discuss progress towards their small business retirement goals.
- Assisted clients in understanding and selecting appropriate retirement plans for their small businesses.
- Evaluated potential risks associated with investment choices to ensure alignment with client goals.
- Prepared detailed reports outlining recommendations for client portfolios based on their specific needs.
- Collaborated with financial advisors and other professionals to provide comprehensive services.
- Developed ongoing relationships with clients through regular communication and reviews.
- Facilitated retirement plan enrollment and education sessions for clients, enhancing understanding of benefits.
- Developed and implemented streamlined processes for retirement plan administration, improving efficiency.
- Mentored junior staff on compliance regulations and client communication best practices.
- Collaborated with cross-functional teams to ensure alignment on policy updates and service delivery improvements.
Retirement Specialist
The Vanguard Group
03.2017 - 01.2020
- Assisted clients in understanding their available options and helped them select the right retirement vehicles for their needs.
- Accurately documented, researched and resolved customer service issues.
- Met or exceeded service and quality standards every review period.
- Referred unresolved customer grievances to designated departments for further investigation.
- Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
English Teacher
Shenzhen University Affiliated High School
08.2015 - 06.2016
- Developed and taught lessons on relevant books, poems, movies and themes to promote student interest.
- Successfully improved student participation in the classroom through integration of creative role-playing exercises.
AP English Teacher
Shenzhen Yantian Foreign Language School
08.2014 - 06.2015
- Created and implemented after-school student writing workshop for college application essays.
English Teacher
Fuyong Middle School
08.2012 - 06.2014
- Taught the principles of reading, writing, and English pronunciation.
- Successfully improved student participation in the classroom through integration of creative role-playing exercises.
- Collaborated with a team of faculty to develop after-school tutorial program for students in need of extra help.
Teacher
Academy of Excellence
01.2012 - 05.2012
- Developed and implemented engaging lesson plans tailored to diverse student needs.
- Fostered a positive classroom environment promoting active learning and collaboration.
- Assessed student performance regularly, adapting instructional strategies for improvement.
- Taught English, Math, and Science to at-risk kids who were falling behind academically in their other classes.
Salesman
Sun Radiology Quality Medical Imaging
06.2011 - 12.2011
- Emphasized the specific product features that would stand out to customers, showing them product limitations and capabilities.
- Identified prospective customers through use of business directories, conferences, trade shows and by following existing clients' leads.
- Met with prospective clients in order to inform them of new products they may be interested in, deals and specific product details.
Education
Bachelor of arts - English Literature
Morehouse College
Atlanta, GA05-2011
Skills
- Quickly adapts to environments
- Excellent teacher
- Issue resolution
- Flexible team player
- Good communicator
- Strong writer
- Strong work ethic
- Team player
- Great leadership skills
- Client relationship building
- Retirement savings plans
Accomplishments
- Documented and resolved technical issues within Vanguard's small business website which led to improved client satisfaction.
- Series 7 and 63 licensed.
- Helped lead girls basketball team to a city championship as an assistant coach while working as a teacher Fuyong Middle School in Shenzhen, China.
- Recipient of the "Hardest Worker" award at Lute Olsen's Basketball Camp during high school.
Certification
- TEFL Certified English Teacher, 2012-2016
- Series 7 & 63 Licensed
LANGUAGES
Fluent in Mandarin
Interests
Enjoys reading, traveling, and experiencing new cultures Voracious appetite for personal development Enjoys physical fitness, playing basketball, chess and learning new languages Left job to take care of sick grandmother from July 2024- present
Timeline
Small Business Retirement Specialist
The Vanguard Group
01.2020 - 07.2024
Retirement Specialist
The Vanguard Group
03.2017 - 01.2020
English Teacher
Shenzhen University Affiliated High School
08.2015 - 06.2016
AP English Teacher
Shenzhen Yantian Foreign Language School
08.2014 - 06.2015
English Teacher
Fuyong Middle School
08.2012 - 06.2014
Teacher
Academy of Excellence
01.2012 - 05.2012
Salesman
Sun Radiology Quality Medical Imaging
06.2011 - 12.2011
Bachelor of arts - English Literature
Morehouse College