Matthew Penland

• Conducted comprehensive audits within department to enhance compliance standards.
• Handled various paperwork for branches, such as renewals, terminations, and legal documentation.
• Worked with FINRA on processing U4 and U5 forms alongside other sales-related claims.

○ Worked the phones as a customer service rep, increasing communication skills via phone, work emails, website navigation, and extensive note taking

○ Fast paced work environment, handling sensitive information in a timely manner

○ Adapted to flexible schedules, including mandatory overtime and on-call duties for events.

Conducted hands-on training in facilities management and inventory control.

leadership training focused on time management, strategic scheduling, and communication skills.

Managed setup and breakdown of summer camp events efficiently.