Casey Brown
Omaha
Summary
Dynamic professional with extensive experience at Fidelity Investments, specializing in client relationship management and communication. Increased customer satisfaction by 25% through customized solutions and strategic portfolio adjustments. Skilled in problem-solving and team collaboration, consistently delivering positive results in high-pressure situations.
Overview
7
7
years of professional experience
Work History
Tax Exempt Cross Vendor Advisor
Fidelity Investments
Omaha
06.2022 - Current
- Identified customer needs through targeted questioning to recommend tailored solutions.
- Serviced retirement investment accounts for high-net-worth clients.
- Educated clients on effective portfolio adjustment strategies.
- Acted as team point of contact, ensuring smooth communication and workflow.
- Achieved 25% improvement in customer satisfaction survey scores under leadership.
- Fostered positive employee culture through effective communication and timely follow-through.
Federal Advisor
Nelnet Student Loan Services
Lincoln
03.2021 - 06.2022
- Processed customer payments and applied them to outstanding balances efficiently.
- Delivered exceptional customer service, both over the phone and in person.
- Resolved complex customer issues swiftly, enhancing overall satisfaction.
- Promoted to collaborate directly with United States Department of Education.
Golf Depart Manager/Store Key Holder
Dicks Sporing Goods
Grand Island
10.2018 - 02.2021
- Evaluated team members' skillsets to assign tasks for optimal efficiency.
- Provided leadership and mentoring to newly hired employees on company programs.
- Led a team of five employees, maintaining high productivity and superior customer service.
- Reviewed employee performance, delivering ongoing feedback to enhance improvement.
- Coached and trained team members to elevate job performance standards.
- Maintained professionalism under pressure, effectively diffusing tense situations.
- Recruited and trained new employees to fulfill job requirements.
Manager
Bearded Buffalo Indoor Golf
Grand Island
12.2017 - 04.2019
- Conducted regular one-on-one meetings to review performance and set priorities.
- Enhanced team morale and retention through recognition programs and career development initiatives.
- Performed comprehensive performance evaluations, delivering constructive feedback and coaching.
- Developed and executed strategic plans to align with company objectives.
- Organized and facilitated multiple gaming tournaments open to the public.
Education
High School Diploma -
Grand Island Central Catholic
Grand Island, NE05-2015
Some College (No Degree) -
Iowa Western Community College
Council Bluffs, IASkills
- Client relationship management
- Customer service
- Team collaboration
- Effective communication
- Problem solving
- Time management
- Workflow optimization
- Persuasive communication
- Data interpretation
- Self-motivation
Affiliations
- Spending time with family
- Golf
- Reading
- Physical excersise
Accomplishments
- 2015 Nebraska Class C Golf State Champion
- 2014 Central Catholic HS speech team State Champion
Timeline
Tax Exempt Cross Vendor Advisor
Fidelity Investments
06.2022 - Current
Federal Advisor
Nelnet Student Loan Services
03.2021 - 06.2022
Golf Depart Manager/Store Key Holder
Dicks Sporing Goods
10.2018 - 02.2021
Manager
Bearded Buffalo Indoor Golf
12.2017 - 04.2019
High School Diploma -
Grand Island Central Catholic
Some College (No Degree) -
Iowa Western Community College
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