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Robert McLeish: Account Manager in Ladera Ranch, CA

Robert McLeish

Account Manager
Ladera Ranch | United States
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Summary
Activity
Projects

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Work experience
Image Matles & Associates

Matles & Associates

Account Manager | 01/2015 - Current

•Record and document security transactions, such as purchases, sales, conversions, redemptions, and payments, using computers, accounting ledgers, or certificate records. • Correspond with customers and confer with coworkers to answer inquiries, discuss market fluctuations, or resolve account problems. • Compute total holdings, dividends, interest, transfer taxes, brokerage fees, or commissions and allocate appropriate payments to customers. • Prepare forms, such as receipts, withdrawal orders, transmittal papers, or transfer confirmations, based on transaction requests from stockholders.
Image Kohls

Kohls

Floor Associate | 08/2014 - Current

•Greet customers and ascertain what each customer wants or needs. • Recommend, select, and help locate or obtain merchandise based on customer needs and desires. • Compute sales prices, total purchases and receive and process cash or credit payment. • Describe merchandise and explain use, operation, and care of merchandise to customers.
Education history
Image Saddleback College

Saddleback College

Bachelor of Science | 2010 - 2012

Image Utah Valley University

Utah Valley University

Bachelor of Science | 2012 - 2014

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1501 Lincoln Blvd.#1014 Venice, CA. 90291