States
Desired: NC Cities Desired: < or > 50 miles of
Charlotte NC Experience: Management Date Available: Now
Janie and William Adcock
5094 Daffodil Lane
Concord,NC 28025
Phone:(704)787-8457
Objective: To
provide excellent customer service skills to all
residents ensuring that all rules are followed to
provide a safe and secure environment for all.
Etrade Financial 1999-2007 - Operations Manager -
managed a team of 45 people. Opened accounts,
deposited monies into the opened accounts, provided
research on accelerated issues to revolve them in a
timely and efficient manner. Provided coaching and
monitoring to teammates in order for them to succeed
in their jobs and help them to advance in their
careers. Provided detail feedback to senior managers
as to workloads, accomplishments, needing to
accomplish and suggestions to continually improve
the unit and teammates. Was instrumental in
providing teammate incentives, rewards programs and
setting up a team of people to listen to the team’s
suggestions to provide a way to keep open
communications with all team levels.
First Union Brokerage Services Inc. 1989-1999 - New
Accounts Manager - managed a team of up to 80
people. Opened accounts, ensured that all
applications met or exceeded all compliance rules
and regulations in order to ensure federal audit
guidelines. Assisted any and all bank associates
with any questions they may have for their clients.
Worked on several major account conversions in order
to ensure the smoothest transition so as not to
negatively affect the very large client base.
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Richard Rasmussen Designated Broker
Sunbelt Business Advisors, LLC.
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