Log InSign Up

Brett Staley: in Mission Viejo, CA

Profile background

Brett Staley

Profile avatar
Mission Viejo | United States
Skills

No information

Interests
Snowboarding
Golf
Adult softball
Industries
Golf
Lifestyle
Outdoor
Snow
Surf
HomeSummaryActivityProjectsWork experienceEducation historyConnectionsCompanies
Summary
Activity
Projects

No information

Work experience
Image SignsAsRx

SignsAsRx

Customer Service Account Representative | 02/2014 - 07/2015

• Identified the needs of new inquires and effectively developed appropriate responses. • Learned the concepts, procedures, and information required to carry out the duties of the position • Mastered product and material costs allowing me to independently manage estimates and invoices. • Exercised judgment within defined procedures and practices to determine appropriate action. • Managed complex issues clients had with artwork, pricing, digital proofs, or the delivered product. • Provided value to managers by taking on individual projects with sensitive time frames and creating actionable results using internal and external contacts. • Verified client, design, production, and vendor data for accuracy and completeness. • Communicated issues, order statuses, and results to management, production team, and vendors. • Performed overall project management and maintenance of account data integrity. • Corresponded with prospective buyers on Online Chat to answer questions in real time
Image Monster Arts Media, Inc

Monster Arts Media, Inc

Account Executive | 11/2013 - 07/2014

• Processed business listing data entries and mailings addresses for account services and invoicing. • Eliminated investor and shareholder database inaccuracies for Director engagement. • Enhanced Manager flexibility during special events geared towards business executives by producing direct marketing materials and supervising and training team members at events.
Image FDP Wealth Management

FDP Wealth Management

Client Administrative Internship | 06/2008 - 09/2008

• Compiled highly sensitive private client information into actionable database for advisers utilizing ACT! and Advisor's Assistant customer relationship management systems (CRM). • Provided value to Advisors by taking on individual projects with sensitive time frames and creating actionable results. • Cataloged client information into a purposeful, manageable system for increased efficiency.
Image FDP Wealth Management

FDP Wealth Management

Client Administrative Internship | 06/2007 - 09/2007

• Compiled highly sensitive private client information into actionable database for advisers utilizing ACT! and Advisor's Assistant customer relationship management systems (CRM). • Provided value to Advisors by taking on individual projects with sensitive time frames and creating actionable results. • Cataloged client information into a purposeful, manageable system for increased efficiency.
Education history
Image Consortium Institute of Management & Business Analysis

Consortium Institute of Management & Business Analysis

Study Abroad | 2008 - 2008

Image University of Oregon

University of Oregon

Bachelor of Science | 2006 - 2010

Connections
Companies (0)

No information

1501 Lincoln Blvd.#1014 Venice, CA. 90291