Jack Petee
St Louis
Summary
Reliable, quick learner that utilizes personal strengths and hard work to consistently set and achieve professional and personal goals. Excels in consumer interaction by building personal connections with, and maintaining clientele through a positive outlook that works well in partnerships and collaboration. Experienced in onboarding, managing, and coaching professional staff.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sr. Specialist Fixed Income
Charles Schwab
02.2023 - 10.2025
- Assisted clients in retirement planning, educating on secure products and FDIC insurance
- Placed trades, both solicited and unsolicited, on behalf of clients
- Created educational materials on CDs and Bonds for, and facilitated internal training
- Partnered with Bond traders to negotiate pricing with other Broker/Dealers
Onboarding Specialist
Charles Schwab
07.2021 - 02.2023
- Collaborated with employees to create individual action plans, coaching to better behaviors
- Facilitated engaging huddles covering a variety of educational topics
- Created "buy-in" to the company culture to reduce attrition
- Managed weekly and daily personal schedules to ensure all tasks were completed in a timely manner
Education
Bachelor of Science - Business Administration
Stevens - The Institute of Business & Arts
St Louis, MO12-2020
Skills
- Customer relations
- Coaching and mentoring
- Problem-solving abilities
- Organizational skills
- Effective communication
- Interpersonal skills
- Financial analysis
- Goal setting
Certification
- FINRA Series 7 and 63 licenses
Timeline
Sr. Specialist Fixed Income
Charles Schwab
02.2023 - 10.2025
Onboarding Specialist
Charles Schwab
07.2021 - 02.2023
Bachelor of Science - Business Administration
Stevens - The Institute of Business & Arts