Brett Staley: in Mission Viejo, CA
Brett Staley
Mission Viejo | United States
Skills
No information
Interests
Snowboarding
Golf
Adult softball
Industries
Golf
Lifestyle
Outdoor
Snow
Surf
Summary
Activity
Projects
No information
Work experience
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
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.
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.
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
Consortium Institute of Management & Business Analysis
Study Abroad | 2008 - 2008
University of Oregon
Bachelor of Science | 2006 - 2010
Connections
Companies (0)
No information