Trevor Schwerdt
Lincoln
Summary
Dynamic professional with a strong background in client relations at KOA, excelling in customer service and teamwork. Proven ability to enhance consumer experiences through effective communication and problem-solving. Skilled in financial analysis and proficient in financial planning software, driving successful outcomes for clients.
Overview
3
3
years of professional experience
Work History
Sales Associate/ Client Relations
KOA
03.2022 - 04.2024
- Assisted customers by providing product knowledge and recommendations to enhance consumer experience.
- Processed transactions accurately using point-of-sale systems, ensuring efficient checkout procedures.
- Maintained store presentation standards by organizing merchandise displays and restocking inventory as needed.
- Collaborated with team members to achieve sales goals and improve customer service practices.
Financial Advisor
Primerica
07.2021 - 01.2022
- Assisted clients in identifying financial goals and developing personalized strategies.
- Supported the preparation of financial reports and investment performance analysis.
- Conducted market research to identify potential investment opportunities for clients.
- Learned to utilize financial planning software to analyze client portfolios effectively.
Client Relations Intern
TD Ameritrade
03.2021 - 05.2021
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Sorted and organized files, spreadsheets, and reports.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Education
Bachelor of Science - Business Administration And Management/ Finance
Nebraska Wesleyan University
Lincoln, NE05-2021
Skills
- Customer service
- Teamwork and collaboration
- Time management
- Problem-solving skills
Timeline
Sales Associate/ Client Relations
KOA
03.2022 - 04.2024
Financial Advisor
Primerica
07.2021 - 01.2022
Client Relations Intern
TD Ameritrade
03.2021 - 05.2021
Bachelor of Science - Business Administration And Management/ Finance
Nebraska Wesleyan University
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