Edwin Zavala

Experience

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  Communities In Schools of Delaware

  Aug 2011 - Jun 2013

  Student Leader

  As a High school junior and senior in high school as a team of 3 taught and mentored in coming freshman for one class every week. Along with that as a class of other student leaders we conducted community service projects like the Food Bank of Delaware.

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  Great House Restaurant at Loch Nairn Golf Club

  Jun 2012 - Dec 2014

  Banquet Server/Banquet Captain

  • Coordinated events of +80 people• Directed staff, and communicated the events timeline, and ensured final services surpassed costumers expectations• Served as a liaison between event planner and kitchen staff in order to operate the events as efficiently as possible • Created floor plans specifically to meet customers needs while meeting specific time lines

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  Turi's Home Improvement

  Jun 2013 - Aug 2014

  Worker/Apprentice

  • Ensured the daily assignments were complete, while maintaining a safe work environment for workers and surroundings• Provided a means of communication between supervisor and workers, translating when needed• Represented the company, and ensured final services were delivered according to customers specifications while complying with city codes• Developed an organized routine for workers to insure tools and supplies where being used efficiently while minimizing costs

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  Special Olympics Delaware

  Jun 2013 - Aug 2013

  Camp Counselor at Camp Barnes

  Participated as a camp counselor at camp Barnes where we oversee the day operation of 8 campers in a group of 3 to 4 counselor.

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  The Gables at Chadds Ford

  Aug 2013 - Jan 2015

  Banquet Server

  • Coordinated events of 80+ people• Directed staff, and communicated the events timeline, and ensured final services surpassed customers expectations• Served as a liaison between event planner and kitchen staff in order to operate the events as efficiently as possible • Created floor plans specifically to meet customers needs while meeting specific time lines

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  Northwestern Mutual

  Jun 2015 - Aug 2015

  Financial Representative

  • Communicated with over 40 prospective clients on a daily bases to segment healthcare of life insurance; in accordance with financial and estate planning goals • Analyzed 3-5 life and wealth insurance policies on a daily bases to review for improvements and overall plan structure• Report suggested changes and findings directly to Intern manager• Participated in 2-3 client meetings with senior insurance agents to observe agent culture and producer language in regards to managing client relationship Show less

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  Agilent Technologies

  Jan 2016 - Jun 2017

  Prospecting/ Support Sales

  • Communicate with over 20 customers on a daily bases, in regards to extending protection of assets in order to prevents costly repairs and insure 0 down time in a lab• Established a team wide workflow, allowing the team to track progress and solve problems efficiently across the prospecting channel• Developed language for the Prospecting team, ensuring efficient communication between Agilent and customers• Create a $1 million funnel of new business

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  Vanguard

  Jun 2017 - Mar 2020

  • Subject matter expert for all margin related inquires such as marginable securities, buying power, pattern day-trader, regulatory maintenance calls and margin loans.• Contacted clients to discuss all options available as a result of regulatory exchange/federal calls, including liquidating assets and assessing trade violations to ensure the department followed FINRA and the SEC.• Reviewed and resolved complex client and system problems by partnering with internal business partners to determine liability, resolve, and communicate decisions to all stakeholders. • Analyzed, monitored, and audited large data sets to mitigate risks, stay compliant to all regulatory bodies and ensure accuracy of reports. As a result, developed a strong knowledge in Microsoft office suite, Thomson Reuters, and Beta systems. • Developed onboarding guide for new team members and led education initiatives to build brokerage acumen for all client service representatives, utilizing e-learnings and huddle sheets.• Actively led solution-based problem-solving sessions to identify key areas of opportunity and standardize complex functions to reduce errors. Show less • Supported retail customers and business partners in resolving various situations in a retail brokerage account. As a result, becoming a subject matter expert in cash account trades and regulatory payment time frames. • Managed, operated and analyzed key cash reports and trade violation reports to ensure payments were completed in accordance with settlement time frames set by Federal Reserve Regulation T. • Leveraged my client relationship management skills to enforced and educated internal partners, and clients of regulatory violations such as freeriding, late sale, and unsettled trade liquidation violations.• Proctored margin trainings as part of Brokerage Orders Refreshers and General Brokerage trainings to reduce the number of non-complex issues from funneling into the margin hotline, prioritizing the hotline for complex time sensitive margin topics. Show less • Developed relationships with clients to uncover investment needs and provide suitable solutions through investment guidance conversations in both English and Spanish while meeting and exceeding the department’s standards.• Consistently produced an efficient client experience score of 572 or lower and generated qualified Personal Advisor Services leads of 10% of all calls taken, exceeding department’s 6% goal.• Used effective call structures to position solutions to clients that ultimately reduced client effort and minimized the need for call backs providing a great client experience. • Maintained and demonstrated expertise in Vanguard systems, policies, and procedures by consistently producing a trade accuracy and call quality score of 100% each (trade accuracy goal 99.904% and call quality target 90%). • Established and implemented “Fund of the Week”, with the goal of advancing technical and subject matter expertise. This fostered the development of effective delivery and call structure among department. Show less

  • Margin Associate

    Oct 2018 - Mar 2020

  • Margin Intern

    Jul 2018 - Oct 2018

  • Investment Brokerage Professional-Retail Investment Group

    Jun 2017 - Jul 2018
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  PJ Fitzpatrick, Inc.

  Mar 2020 - Dec 2023

  Home Improvement Consultant

  • Consult with clients via in-home/remote appointments to assess home improvement projects and provide all suitable solutions. As a self-motivated consultant, I champion integrity and make sure all aspects of the remodeling process are explained thoroughly. • Incorporate my strong analytical and communication skills to evaluate all obstacles and constraints, in order to educate clients on the remodeling industry’s trends and environment. • Developed loan-pay off calculator to ensure clients have all the tools needed when utilizing loans to finance a project. • Mentored and help to develop incoming home improvement consultants during the on boarding process. Show less

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  Tague Lumber Inc.

  Jan 2024 - now

  Outside Sales