Yavan Foster, CEP

Experience

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  UCSD Transportation Services

  Aug 2013 - Mar 2017

  Driver

  • Perform timely and routine pick-ups for passengers who request our services. • Provide customer service to passengers from their pick up location to their destination by deciphering their mood and interests and then facilitating polite conversations accordingly• Communicate to base about issues via structured radio communication

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  Creative Home Solutions

  Oct 2016 - Nov 2019

  Realtor

  Facilitate the sale and purchase of homes directly with clients and investors. Executed comparative analysis reports for contractors to ensure the best investment opportunity.· Scheduled and managed appointments with prospective clients· Managed third party vendor relationships, including lenders, home inspectors, pest control operators and escrow companies, to ensure that all terms and conditions of purchase agreement were met before closing· Presented and advised clients with financing options to ensure satisfaction· Tailored lists of properties specific with buyer requests and needs · Assist with negotiating terms between buyers and sellers· Prepared formal documents such as purchase agreements, deeds and leasesAccompanied and advised buyers during visits and inspections to ensure total client satisfaction with value and condition of property Show less

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  LPL Financial

  Dec 2017 - Jul 2020

  Service Representative

  High level service professional that engaged directly with clients, responsible for the end to end client experience. · Maximized time and availability to ensure our clients receive timely and effective operational management of their equity accounts in a fast-paced environment.Equity Products includes:o Mutual Fundso Equities and ETFso Annuities and Alternative Investments · Build and maintain lasting client relationships by providing assistance with:o Cost basis updateso Explanation of data reported on client’s 1099so Transfer of ESPP assets into investment accounts custodied at LPL · Mindful of risk and adherence to regulations, accomplished through continual audit, risk review, and ongoing oversight. · Ability to provide accurate information regarding financial products and maintain thorough documentation to foster accountability and ownership of each client interaction while collaborating with business and intra department partnersProjects· Key Point Communicationo Collaborate with manager to produce a monthly newsletter for advisors· ISA - Chatboto Work with various departments to help develop a chat box as an internal resource for other service professionals· Trainingo Trained new hires by actively providing information and navigational support through our various systems and procedures· Leading Peers Through Change – Change Championo Serve as a delegate between management and my team to present new company wide changes in policies and procedures in a way that is positive and leads to the least amount of resistance. Show less

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  Coastal Labs

  Nov 2019 - Apr 2020

  Account Manager
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  Lyft

  Jul 2020 - now

  • Equity Compensation Program Developer

    Jul 2020 - now

  • Stock Plan Analyst

    Jul 2020 - Feb 2024