Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Samuel Mitchell

Scottsdale

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Representative

Charles Schwab
11.2023 - Current
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Worked closely with other departments to provide seamless service delivery for complex client requests.
  • Advised clients on retirement planning options such as IRAs or annuities based on individual goals.

Supervisor

Starbucks
12.2020 - 11.2023
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Evaluated employee performance and coached/trained employees to improve weak areas.
  • Maintained compliance with company policies, objectives and communication goals.

Education

Bachelor of Science - Economics

Arizona State University
Tempe, AZ
12.2022

Skills

  • Business Processes and Procedures
  • Customer relationship management
  • Financial services
  • Managing Operations and Efficiency
  • Continuous professional development
  • Regulatory compliance
  • Goal setting and tracking

Certification

  • Applied Business Data Analytics through Arizona State University
  • Series 7 and 63 Licenses

Timeline

Financial Representative

Charles Schwab
11.2023 - Current

Supervisor

Starbucks
12.2020 - 11.2023

Bachelor of Science - Economics

Arizona State University

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Samuel Mitchell