Yolanda Perdomo

Experience

• 

  State of Florida, Department of Children and Families

  Jun 2015 - Dec 2018

  Economic Self Sufficiency Specialist

  • Interviewing applicants to obtain and verify information needed to determine eligibility for Food Stamps, Medicaid, and Cash Assistance.• Filing in for the supervisor when out for our unit.• Determining program eligibility in accordance with current regulations using the computer-based eligibility system.• Planning and organizing a large caseload, ensuring that accuracy levels are maintained, and cases are processed within the specified time frames set by federal and state regulations. Show less

• 

  Nielsen Marketing ROI

  Dec 2018 - Jun 2019

  Membership Representative

  Recruit home to be apart of the TV ratings. Organize and recruit homes from workload. Work from home and out in the field on a daily base.

• 

  State of Florida Department of Children and Families

  Jun 2019 - Sept 2021

  • Interviewing applicants to obtain and verify information needed to determine eligibility for Food Stamps, Medicaid, and Cash Assistance.• Filing in for the supervisor when out for our unit.• Determining program eligibility in accordance with current regulations using the computer-based eligibility system.• Planning and organizing a large caseload, ensuring that accuracy levels are maintained, and cases are processed within the specified time frames set by federal and state regulations. Show less

  • Economic Self Sufficiency Specialist Supervisor

    Aug 2020 - Sept 2021

  • Economic Self Sufficiency Specialist

    Jun 2019 - Aug 2020
• 

  Fidelity Investments

  Sept 2021 - now

  • Running appointments holistically planning, implementation solutions, building relationships with clients, and helping them meet their investment goals. • Providing investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services.• Work with fixed income products. • Hosting conversations about financial markets, market trends, economic indicators, investment concepts, solutions, and strategies. • Providing investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services.• Work with fixed income products• Hosting conversations about financial markets, market trends, economic indicators, investment concepts, solutions, and strategies• Taking inbound calls in planning and guidance, building relationships with clients, and helping them meet their investment needs. • Providing investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services.• Hosting conversations about financial markets, market trends, economic indicators, investment concepts, solutions, and strategies• Taking inbound calls in planning and guidance, building relationships with clients, and helping them meet their investment needs. • Taking incoming calls from customers addressing customer services issues • Helping customers feel more confident to achieve their financial goals• Complete trades for customers daily • Connecting with customers, giving them world class customer service• Focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million • Taking incoming calls from customers addressing customer services issues • Helping customers feel more confident to achieve their financial goals• Complete trades for customers daily • Connecting with customers, giving them world class customer service

  • Investment Solutions Representative III - Investment Consultant

    Jun 2024 - now

  • Investment Solutions Representative II – Fixed Income

    Apr 2023 - Jun 2024

  • Investment Solutions Representative I

    Oct 2022 - Apr 2023

  • High Net Worth Service Associate

    Jul 2022 - Oct 2022

  • Customer Relationship Advocate

    Sept 2021 - Jul 2022