Credit Card Division Specialist
Founded in 1984, The Newport Group is a leading retirement services and asset management firmspecializing in the creative design, funding, and administration of qualified and non-qualified retirement plans as well as co-fiduciary investment advisory services. Through its innovative and customized solutions, Newport is uniquely positioned to satisfy the distinct financial needs of employers and employees, and has done so for hundreds of the country's largest and best-known companies. Newport is headquartered in Heathrow (Orlando) FL, with service centers in Charlotte NC, La Crosse WI, and St. Petersburg FL. Newport also has offices in Atlanta, Chicago, Dallas, Jacksonville, Kansas City, Los Angeles, Milwaukee, Minneapolis, New York City, Orange County CA, Philadelphia, St. Louis, and San Francisco."
*Wealth Management Operations- Research past and present cases. Access federal documentation through databases for wealth clients. Manage wealth accounts through authentication process. *Credit Card Division- Operated computer systems to serviced internal and external clients. Provided detailed explanation of services. Account research. Served as a coach for the department. *Personal Sales Representative Wachovia. Trained new-hire classes. Account research. Access and operate computer to perform internal and external customer service. Captain of WDA Charlotte Sales committee *Professional Goals include completing my M.B.A. and advancing in my career into the field of serving clients, families and individuals to help guide them and or maintain a financially secure future for them and their family members. I desire to educate others within and beyond the workplace on the tactics to developing healthy financial lifestyle financially. Community outreach within the demographics of resource challenged families and individuals is essential in rebuilding our society. My goal is to be instrumental in making change happen. Specialties: Wealth Management Opereations, Federal Grant writing, spearheading multiple projects, business communications, business research, social work, sociology, psychology, quantitative analysis, research methods, child abuse and neglect, computer tech, Spanish 5 years, communications, diversity training CMS, public speaking among a host of other relevant courses/training.