Chesnee Daye
Paw Creek
Summary
Veteran of the United States Coast Guard. Series 7 and 63 licensed representative. Proven self-starter and team player with a track record of ensuring compliance to company and regulatory policies and maintaining records.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Correspondence Oversight Specialist
VANGUARD GROUP, INC.
04.2022 - Current
- Audit emails to ensure compliance to regulatory rules and internal policies and procedures (ie. Gifts and Business Entertainment policy)
- Compile and analyze data for performance management and trends
- Recommend improvements for quality assurance controls and procedures after conducting thorough research
- Collaborate with interdepartmental management teams regarding all quality assurance activity
Monitoring Specialist
VANGUARD GROUP, INC.
07.2021 - 04.2022
Written Correspondence Client Representative
VANGUARD GROUP, INC.
05.2018 - 07.2021
Integrated Client Services Representative
VANGUARD GROUP, INC.
02.2016 - 05.2018
Client Service Representative
ALLSTATE INSURANCE COMPANY
01.2015 - 01.2016
- Executed customer requests for account transactions including billing and coverage activity
- Delivered outstanding customer service by building trust and strong rapport, offering effective guidance, and quickly resolving issues
- Consistently met and exceeded individual and team sales benchmarks
- Modified auto and property policies in strict accordance with state regulations
Education
Master of Science - Psychology
University of North Carolina At Charlotte
08.2014
Skills
- Microsoft Office
- Microsoft Power Automate
- Microsoft Sharepoint
- SMARSH
- Dynamics Client Communications (DCC)
- CraVe
- Genesys
Websites
Certification
- General Securities Representative, Series 7
- Uniform Securities Agent State Law, Series 63
Timeline
Correspondence Oversight Specialist
VANGUARD GROUP, INC.
04.2022 - Current
Monitoring Specialist
VANGUARD GROUP, INC.
07.2021 - 04.2022
Written Correspondence Client Representative
VANGUARD GROUP, INC.
05.2018 - 07.2021
Integrated Client Services Representative
VANGUARD GROUP, INC.
02.2016 - 05.2018
Client Service Representative
ALLSTATE INSURANCE COMPANY
01.2015 - 01.2016
Master of Science - Psychology
University of North Carolina At Charlotte
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