Maxwell Galligan

Experience

• 

  Atlas Real Estate

  Jan 2011 - Jan 2013

  Administrative Assistant
• 

  Campus Connection

  Aug 2011 - Jan 2013

  Lead Photographer
• 

  True Food Kitchen

  Apr 2013 - Feb 2018

  Server

  Advanced to a lead training position in the first year. Responsible for providing service to guests by taking orders over the phone and in person while compiling, prioritizing and organizing tasks. Proven ability to perform a range of mathematical calculations. Highly skilled in handling cash, making change, and keeping and counting receipts. Able to handle customers while providing high standards of efficiency, accuracy, and consistency. Well versed in a teamwork driven environment with the ability to adapt in highly dynamic and changing situations. Excellent problem solving and communication skills, with a driven focus on customer service. Show less

• 

  Threaded Throwbacks

  Jan 2014 - now

  Owner

  Seeking out, cleaning, fixing and photographing valuable vintage products in order to harvest beneficial return. Managing profits, and regularly updating website in order to gain previous and new interests to increase profits. Develop and execute marketing strategies to promote business and create customer base. Experienced in social networking as a form of successful advertising for my shop. Responsible for maintaining contact with customers from start to finish. Selected Accomplishments:Over 400% growth in sales from start of business in 2014 to 2016. Consistently received 5-star customer reviews. Developed 15% repeat in customers Show less

• 

  Charles Schwab

  Mar 2018 - now

  Promoted to manager, tasked with owning client relationships, ensuring smooth transitions, being a hub of information for advisors in transition and reducing risk to the business. As a Senior Enhanced Relationship Specialist, I manage relationships with independent financial advisors. I actively assist advisors by creating conversation around, and providing the tools they need In relation to trust, estate, corporate, and international accounts, as well as pledged asset lines, and money managed accounts in order to best serve their clients. Advisor Custody & Trading Services

  • Manager, Advisor Conversion Services

    Jul 2023 - now

  • Senior Consultant, Advisor Conversion Services

    Oct 2021 - now

  • Senior Enhanced Relationship Specialist, Advisor Services

    Jan 2020 - Dec 2021

  • Relationship Specialist

    Mar 2018 - Dec 2021