Drew Bergmann
Be the change
- Role
- Financial Services Professional at Charles Schwab
- Location
- Weatherford, TX, US
- LinkedIn followers
- 500 followers
About Drew Bergmann
Education • Bachelors of Business Administration Dual Majoring in Management & Marketing • Graduated from University of Texas at Arlington in December 2017 • Freshman Distinction Roll Spring 2016, Honor Roll Fall 2017 • Graduated with Latin Honors Cum Laude with an average GPA of 3.5 Experience Relationship Manger for TD Ameritrade Institutional |August 2019 - Current| • Series 7 & Series 63 Licensed. • Delivering exceptional responsive service and guidance, and manage the advisor and client\'s satisfaction in accordance with established procedures. • Communicating with Registered Investment Advisors via inbound and outbound phone calls / emails; often requiring research and decision making while educating advisors and clients on processes, services, and procedures of TD Ameritrade, our forms, and platforms. • Working together with our clients and internal teams to problem solve and create a positive client experience. • Striving to add value while being courteous, professional and prompt in servicing advisors. • Special skills: Introduction Call Team, and Cash Management Escalation Team. Assistant Manager & Commercial Sales Representative for Batteries + Bulbs | December 2017- March 2020 | • Responsibilities involving commercial sales: Generating new commercial sales leads, maintaining current commercial accounts, and customer relationship management. • Assistant Manager responsibilities: Customer service, order management, use of multiple databases, inventory management, inventory intake, stocking, inventory placement, inventory pricing, daily reports, training management, and training new employees. • Master Technician in IPhone repair, and Lead Technician in Tech Center: Device repair involving intake, explanation of repairs and warranties, creating dialogue scripts for employees, repairs, welding, soldering, and installations. Shift Manager for Batteries + Bulbs | Mansfield Texas from April 2014-December 2017 |
Experience
Financial Services Professional
Sep 2023 — Present
Education
Tarrant County College
Associate's degree
2014 — 2015
The University of Texas at Arlington - College of Business
Bachelor’s Degree, Marketing/Marketing Management, General
2016 — 2017
Illinois Central College
Associate's degree
2013 — 2013
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