Talk to sales Try for Free
Shawnda P.

Shawnda P.

Customer Success Specialist

Followers of Shawnda P.427 followers
location of Shawnda P.Charlotte Metro

Connect with Shawnda P. to Send Message

Connect

Connect with Shawnda P. to Send Message

Connect

  • Timeline

  • About me

    Transformation Analyst @ LPL Financial | FinTech | Cybersecurity | Year Up Alumni | Phi Theta Kappa | Philocalist

  • Education

    • Year Up

      2023 - 2024

    • Central Piedmont Community College

      2023 - 2024
      Certificate Information Technology

      Year Up Accelerated Program Class of 2024

  • Experience

    • Wells Fargo

      Aug 2020 - Nov 2021
      Customer Success Specialist

      -Online Banking Associate responsible for account maintenance, fund transfer/deposit, troubleshooting account issues, fraud detection and escalating if necessary.-My experience in financial services/banking has given me a profound appreciation for the significance in safeguarding assets and maintaining trust.

    • Family First Life

      Aug 2021 - Dec 2022
      Insurance/Investment Broker

      -In my previous role as a Life Insurance/Investment Broker, I gained invaluable experience in building meaningful relationships with clients, understanding their unique needs, and providing them with tailored solutions. -This background has allowed me to develop exceptional networking, sales, and leadership abilities that I carry forward into my journey.

    • Bank of America Merrill Lynch

      Jul 2023 - Dec 2023
      Wealth Management Client Associate

    • LPL Financial

      Feb 2024 - now

      • Annuity Transformation Analyst

        Apr 2025 - now

      • Associate Consultant

        Feb 2024 - Mar 2025

  • Licenses & Certifications

    • Microsoft Office 365

      TestOut Corporation
      May 2023

    • Certified Security Professional (CSP)

      TestOut Corporation
      Jul 2023

    • Securities Industry Essentials (SIE)

      FINRA
      Oct 2025

    • Certified Network Professional (CNP)

      TestOut Corporation
      May 2023

    • Certified PC Pro

      TestOut Corporation
      Jul 2023

  • Honors & Awards

    • Awarded to Shawnda P.
      Engage & Embrace Diversity Award Year Up Charlotte Apr 2023
    • Awarded to Shawnda P.
      Theta Phi Kappa Honor Society - An international honor society for the top 10% of students academically within Central Piedmont Community College. //Hard work and dedication allowed me to persevere and achieve this milestone.