Financial Services Representative II at Etrade Financial
Greater Salt Lake City Area
- Current
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- Assoicate Financial Services Representative II at Etrade Financial
- Past
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- Agent Associate at State Farm Agent
- Location Manager at Hertz Rent a Car
- Customer Assistance at Sof'Solutions Inc. (Sole Proprietorship)
- Accounting Clerk - Guest House & Conference Services at University of Utah
- Web Designer at RealTours, Inc.
- Education
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- University of Utah
- The College of Eastern Utah
- Emery High School
- Recommended
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2 people have recommended Stuart - Connections
-
15
connections
- Industry
- Financial Services
- Websites
Stuart Lake’s Summary
Broker with experience in technology. A love of all video games and interest in design related fields. Interested in photography, writing and technology.
Stuart Lake’s Specialties:
Investing, video games, insurance, sales, accounting, customer service, management, web design, HTML, CSS, Photography,
Stuart Lake’s Experience
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Assoicate Financial Services Representative II
Etrade Financial
(Public Company; Financial Services industry)
August 2008 — Present (1 year 5 months)
• Place stock and options trades for customers as a registered broker
• Work with customers on the phone regarding investment and banking accounts
• Hold series 7 and series 63 licenses
• Attempted to bring in client assets to grow the size of the business -
Agent Associate
State Farm Agent
(Privately Held; Insurance industry)
March 2008 — August 2008 (6 months)
• Wrote insurance policies for life, health, property, and casualty
• Helped customers file claims, and manage accounts
• Developed marketing programs to increase business -
Location Manager
Hertz Rent a Car
(Privately Held; 10,001 or more employees; Leisure, Travel & Tourism industry)
December 2007 — February 2008 (3 months)
• Managed union staff that serviced the vehicles.
• Oversaw vehicle disbursement and management
• Inspected vehicles to insure quality
• Directed staff on car movement and placement
• Inventoried timecards and managed overtime -
Customer Assistance
Sof'Solutions Inc. (Sole Proprietorship)
(Sole Proprietorship; 1-10 employees; Building Materials industry)
June 2007 — December 2007 (7 months)
• Coordinate product deliveries for the Eastern United States.
• Help train and gather quote information for sales reps.
• Design mailers and sales brochures for sales reps. -
Accounting Clerk - Guest House & Conference Services
University of Utah
(Educational Institution; 1001-5000 employees; Higher Education industry)
August 2005 — July 2007 (2 years )
• Made payments on all accounts payable.
• Monitored the deposit of all accounts receivable.
• Handled all account collections.
• Preformed nightly audit tasks for days transactions.
• Managed hotel night staff.
• Helped all guests with check in/check out or with problems. -
Web Designer
RealTours, Inc.
(Partnership; 1-10 employees; Internet industry)
January 2005 — June 2005 (6 months)
• Designed and coded web pages for local businesses.
• Worked in HTML, CSS, Photoshop and Flash.
• Maintained sites, and kept updated with new content.
Stuart Lake’s Education
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University of Utah
Bachelors , Communications: Public Relations , 2005 — 2009
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The College of Eastern Utah
Associate of Science , General , 2003 — 2005
- Activities and Societies:
- Editor of Opinion Section at Newspaper, Worked at Radio Station
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Emery High School
Diploma , High School Studies , 1998 — 2001
- Activities and Societies:
- Student Body President, Debate Team, Theater
Additional Information
Stuart Lake’s Websites:
Stuart Lake’s Interests:
Writing, Photography, Video Games, Apple Computers, Ruby on Rails, Guitar, Web Programming and Design, Douglas Coupland, Reading, Gadgets, PlayStation 3, PSP, Nintendo DS
Stuart Lake’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
