Stephanie D.
Aspiring Brand Marketer, Financial Services Representative at Charles Schwab
- Role
- Financial Services Representative at Charles Schwab
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Stephanie D.
First-Gen Marketing Graduate | Creative Brand Strategist | Collaborator | Live Music EnthusiastHello! I’m an aspiring brand marketer with a love for fostering collaboration and bringing joy through impactful brand experiences. Feel free to connect with me to learn more about what I do.
Experience
Financial Services Representative
Dec 2024 — Present · Austin, TX, US
Educated many individual investors on complex financial concepts, developing ability to translate technical information into accessible, educational information for diverse audiences- Created personalized client communications by adapting messaging and approach based on individual client needs, demographics, and financial literacy levels- Established trust and rapport with clients exclusively through phone interactions, demonstrating strong communication skills and ability to build brand loyalty remotely- Utilized technology platforms to identify efficient solutions and resolve complex client issues, demonstrating technical aptitude and problem-solving skills- Tracked and measured performance metrics related to client satisfaction and service quality, showing comfort with data analysis and KPI management- Obtained FINRA Series 7 & 63 licenses
Education
Stony Point High School
High School Diploma
2016 — 2020
Texas McCombs School of Business
Bachelor of Business Administration - BBA, Marketing
International Baccalaureate
International Baccalaureate Diploma, IB Degree Program
2018 — 2020
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