Summary
Overview
Work History
Education
Skills
Timeline
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Carter Stahl

Surprise,AZ

Summary

Dynamic professional with experience at Charles Schwab, skilled in trend analysis and relationship building. Proven ability to enhance customer support through active listening and critical thinking. Successfully onboarded devices for compliance, ensuring customer satisfaction and operational efficiency. Committed to leveraging analytical skills to drive results in fast-paced environments.

Well-regarded technical support member highly effective at analyzing data and trends to make timely, useful, and effective recommendations. Well-versed in operating in complex, dynamic environments under tight deadlines. Prepared to leverage 7 years experience to contribute to technical advances.

Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.

Overview

10
10
years of professional experience

Work History

Advisor Platform Support

Charles Schwab
09.2022 - Current
  • Maintained currency in industry trends and technological advancements in order to best support customer needs.
  • Supported Bring Your Own Device efforts by onboarding devices and verifying technical compliance.
  • Worked with family members to develop support networks and multifaceted coping techniques focused on client needs.
  • Managed call flow to respond to technical support needs of customers.

Barista

Starbucks
03.2015 - 08.2020
  • Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
  • Maintained and operated espresso machines, blenders, commercial coffee brewers, coffee pots, and other equipment.
  • Operated espresso machines and commercial coffee brewers to create beverages.
  • Listened carefully to customer requests and created personalized, delicious beverages, which improved sales.

Education

Associate of Arts - Psychology

Estrella Mountain Community College
05-2016

Skills

  • Trend analysis
  • Negotiation
  • Regulatory compliance
  • Analytical thinking
  • Active listening
  • Critical thinking
  • Relationship building
  • Financial analysis
  • Emotional intelligence
  • Time management
  • Written communication

Timeline

Advisor Platform Support

Charles Schwab
09.2022 - Current

Barista

Starbucks
03.2015 - 08.2020

Associate of Arts - Psychology

Estrella Mountain Community College
Carter Stahl