Michael Iverson
Albany
Summary
Analytical, organized and detail-oriented, with a great understanding of customer service. I like to take ownership of situations I am involved with and see things through to completion. I am very interested in a career in the securities industry and am quick to learn.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Service Professional
Cetera Investment Services
10.2023 - Current
- First point of contact for financial professionals that utilize Cetera for their business. Responsible for directing reps to the appropriate department when needed. Going over paperwork requirements for transactions and opening accounts. Provided excellent customer service and reassurance in assisting reps run their business. Consistently high survey results and top of the line numbers for time in available, calls taken, and work items processed. Developed close relationships with other departments that allowed me to efficiently solve complex problems.
- Passed Series SIE and Series 7 exams in a 6 month window
Carrier Representative
Anderson Trucking Services
06.2022 - 08.2023
- Responsible for booking and managing brokered-on carriers for roughly 300-400 loads per month. Worked closely with sales representatives to locate opportunities for growth. Tracked and monitored carriers to ensure on-time delivery and safety of product. Researched national markets to find optimal fits for maximum profit. During my time at ATS, I grew my region from roughly 150 loads/month to 300-400.
- Reference available upon request
Education
Bachelor of Science - Mathematics
Bemidji State University
05.2017
Skills
- Telecommunications
- Microsoft office
- Multi-tasking
- Customer service
- Exceptional communication
- Works well under pressure
- Paperwork processing
- Teamwork and collaboration
- Time management
Certification
Series 7 license (testing for Series 63 in July)
Timeline
Service Professional
Cetera Investment Services
10.2023 - Current
Carrier Representative
Anderson Trucking Services
06.2022 - 08.2023
Bachelor of Science - Mathematics
Bemidji State University
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