Service Consultant at Delaware Investments
Greater Philadelphia Area
- Current
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- Service Consultant at Delaware Investments
- Past
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- Service Associate at Delaware Investments
- Print and Document Services Associate at OfficeMax
- Freelance Crew Member For Media Productions at Film & Video Production (Self-employed)
- Nuclear Electrician at US Navy, Carl Vinson, CVN-70
- Education
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- Temple University - Fox School of Business and Management
- Excelsior College
- Neshaminy High School
- Recommended
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5 people have recommended Trevor - Connections
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78
connections
- Industry
- Investment Management
Trevor Stasik’s Summary
Contact me for resume: trevor.stasik@gmail.com
For full details, view entire profile below summary
EXPERIENCE:
Delaware Investments, Lincoln Financial Group Philadelphia, PA
Service Associate / Consultant (June 2008 - Present)
• As a result of exceeding expectations as a service center representative, I was selected by a team of supervisors as the Employee Of The Month for the month of December.
• My solid job knowledge, systems skill, and empathy for the customer resulted in my promotion to the TOPS Rep call queue, dedicated to servicing the top sales representatives for the firm.
• Crafted the new mission statement and designed the new logo for the Delaware Investments Service Center.
• Responded to telephone requests regarding fund and account information, market conditions, fund performance, 403b loan inquiries, tax implications, and general policies and procedures, ensuring that clients were well-informed and pleased with the level of service during calls.
• Performed financial and maintenance transactions including share redemptions, fund exchanges, share purchases, adjustment of reinvestment options, address changes, and stopping payment of lost checks.
• Series 6 and 63 Licensed
Financial Management Association, Temple University Chapter Philadelphia, PA
Vice-President of Communications (2007), National Honor Society
Newsletter Director (2006)
OfficeMax Fairless Hills, PA
Print and Document Services Associate (2003 - 2008)
Self-Employed Freelance Film And Video Philadelphia, PA
(2002 - 2003)
United States Navy USS Carl Vinson, Stationed in Bremerton, WA
Nuclear Electrician, Petty Officer 3rd Class (1996-2002)
Trevor Stasik’s Specialties:
Mutual Funds, Retirement Plans, Customer Service
Trevor Stasik’s Experience
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Service Consultant
Delaware Investments
(Public Company; LNC; Financial Services industry)
December 2008 — Present (1 year )
• I was part of the team that successfully executed a call workshop presentation for the QA team, providing assistance in handling call structure, summarizing, paraphrasing and technical jargon. I was one of the facilitators during the presentation, offering the material and directing the discussion. Without the title, I often acted in the role of a Project Manager for our team; drafting project options, performing representative scheduling, writing scripts, and organizing calls to be used. These presentations were considered successful by the QA team.
• As a result of exceeding expectations as a service center representative, assisting in several projects including the redesign of the Quality Assurance presentations, and a genuine commitment to helping shareholders and coworkers, I was selected by a team of supervisors as the Employee Of The Month for the month of December 2008.
• For August 2009, I was the call score leader with the highest call score for the month out of 30 service center associates.
• My solid job knowledge, systems skill, and empathy for the customer resulted in my promotion to the TOPS Rep call queue, dedicated to servicing the top sales representatives for the firm.
• As part of the Escheatment team, I researched, identified, and contacted shareholders with out of date contact information prior to their accounts and uncashed checks being escheated to the state governments. Due to my diligent research, clients and beneficiaries were located and reconnected with their accounts.
• Crafted the new Service Center mission statement and logo. -
Service Associate
Delaware Investments
(Public Company; LNC; Financial Services industry)
June 2008 — December 2008 (7 months)
• Responded to telephone requests regarding fund and account information, market conditions, fund performance, 403b loan inquiries, tax implications, and general policies and procedures, ensuring that clients were well-informed and pleased with the level of service during calls.
• Performed financial and maintenance transactions including share redemptions, fund exchanges, share purchases, adjustment of reinvestment options, address changes, and stopping payment of lost checks.
• As part of Operations Department training, successfully provided fund presentation to departmental Vice-President.
• Assisted the Charity Auction Committee by obtaining ticket donations from the Philadelphia Soul indoor football league and also Temple University, helping to provide financial aid to Philadelphia Futures and the Boy Scouts of America.
Worked with the following computer systems:
RUMBA DST 2000
AWD Automatic Work Distributor
TA2000 NT Desktop
Omnifund
InfoDisc
DST Vision -
Print and Document Services Associate
OfficeMax
(Public Company; 10,001 or more employees; omx; Printing industry)
July 2003 — May 2008 (4 years 11 months)
• Coordinate reprographic, computer graphic design, and other business media services for individuals and small business clients at an office supplies retailer with $5 - 10k in weekly departmental sales.
• Work closely with clients and external vendors on business card and stationary design, operation of 8 printer/scanners, a hydraulic cutter, a folding machine, binding machine, and troubleshooting equipment repairs and maintenance.
• Placed over a thousand DHL orders manually and via computer, tracking packages, and successfully ensuring that all orders reached their proper destinations. -
Freelance Crew Member For Media Productions
Film & Video Production (Self-employed)
(Self-Employed; Myself Only; Media Production industry)
July 2002 — July 2003 (1 year 1 month)
Positions held Include Producer, Writer, Gaffer, Grip, Publicist, Production Assistant (2002 - 2003)
• Full list of contracts fulfilled available upon request. Industry, Independent, and Student.
• Wrote and Produced Short Film “Quitting Is For Losers”, shown at 2005 Coatesville, PA Film Festival. -
Nuclear Electrician
US Navy, Carl Vinson, CVN-70
(Government Agency; 10,001 or more employees; Military industry)
July 1996 — July 2002 (6 years 1 month)
• Maintained and operated the four steam driven electric generators and four motor generators on the Aircraft Carrier Carl Vinson, which provided the power for the ship. Maintenance included monthly inspections, extensive log keeping, intricate repairs and laborious carbon brush changes.
• Trained and oriented up to 20 Electrician Mates on control panel operation of the generators, 4160 volt circuit breakers, backup diesel generator operations, and emergency reactor shutdown procedures.
• Monitored and maintained 16 salinity chemistry and salinity safety alarm modules including the Steam Generator High level/Low level alarms resulting in the 100% safe operation of the Nuclear Reactor.
Trevor Stasik’s Education
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Temple University - Fox School of Business and Management
Bachelor of Business Administration , Finance , 2003 — 2008
• Second Major in Film and Media Arts.
• RELATED COLLEGE COURSES: Corporate Finance, Investing, Accounting I-III, Real Estate Investing, Managerial Economics, Seminar in Financial Analysis and Management, International Financial Management, Risk Management and Insurance, Business Policies, Operations Management
• Selected to represent class in school-wide Business Policy Competition
• GPA 3.75 (Summa Cum Laude)- Activities and Societies:
- Vice-President of Communications, Financial Management Association (FMA) 2007
• Received Most Valuable Member Award,
Newsletter Director, Financial Management Association 2006
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Excelsior College
Associates , Applied Science: Nuclear Technology , 1999 — 2000
The college was known as "Regent's College" when I graduated.
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Neshaminy High School
Graduated 1996 , 1993 — 1996
Additional Information
Trevor Stasik’s Groups:
Financial Management Association
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TopLinked.com (Open Networkers) -
The Fox School of Business and Management -
U.S. GOVERNMENT CONNECTIONS -
OfficeMax -
Lincoln Financial Group Employees and Alumni (managed by Lincoln Financial Group Human Resources)
Trevor Stasik’s Honors:
Delaware Investments, Service Center, Employee Of The Month for December 2008.
Crafted the new mission statement and designed the new logo for the Delaware Investments Service Center. The new mission statement and logo were selected by the management team and my peers as part of a department wide contest.
Most Valuable Member 2006-2007 award for the Financial Management Association at Temple University
Series 6 Licensed
Series 63 Licensed
Trevor Stasik’s Contact Settings
Interested In:
- career opportunities
- job inquiries
- expertise requests
- reference requests
- getting back in touch
