shawn o'lear resume 2016
TRANSCRIPT
PROFESSIONAL
SKILLS WORK H 2006 to Current
2004 to 2005
2003 to 2004
2000 to 2003
EDUCATION 2003
C
SHAWN O'LEAR
14238 Jennings Vista Ct, Lakeside, CA 92040 Cell: (619) 920-1051 - [email protected]
UMMARY
A dynamic and creative professional experienced in
building the client base through team coordination and a
positive customer interaction. Most recently , responsible
for marketing services to prospective client and onboarding
new customers efficiently.
Complex problem solving Operations analysis
Exceptional workflow management Ambitious team collaborator Proven relationship-builder Lean design and implementation Excellent Microsoft Office skills SalesForce experience
Senior Relationship Manager II TD Ameritrade –San Diego, CA Researching, developing, and executing the transition of a financial advisor's book of business in excess of $150 million to TD Ameritrade. Handle the day to day operations for the firm which includes education of our policies and procedures, education of our forms and website, and reviewing performance analysis. FINRA Series 7 & 66 License.
Operations Pala Casino Resort & Spa –Pala, CA Monitor Casino guest and personnel areas to insure compliance with law, regulation, policy, and procedure. Experience includes knowledge of Casino games, monitor room equipment, broad knowledge of Casino procedures, and gaming regulations. Pala Gaming License# 6208.
Senior Sales The Hartford –Santee, CA Sold auto and home insurance to AARP members in 40 different states. Sales team motivator, developed contests to challenge team members to meet or exceed sales goals. A frequent member of the Top 10 Sales, averaged 140% of sales goals.
Senior Associate III GEICO – Poway, CA I was part of a specialized unit that handled escalated sales, service, and claims related issues. My duties included problem solving, answering questions of less experienced representatives, selling and servicing auto insurance policies, and interfacing with the sales and service departments. Assisted in establishing and training protocols for creating a better experience with customers.
Bachelor of Science: Business Administration - Management San Diego State University - San Diego, CA
Lean Six Sigma Green Belt Certification
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ISTORY
ERTIFICATIONS