Cambridge Investment Research, Inc.

Operations Risk Liaison

Partner Support Analyst 

Charles Schwab

Responsible for assisting clients with various aspect of their employer sponsored 401K plan across chat, email and phone.
Provide consultative guidance on a variety of topics ranging from investments to withdrawals.
Assist clients with exchanges, withdrawals and loans from their retirement plan.
Walk client through managing their accounts via the internet.
Discussed guidelines for processing various types of 401K loans and withdrawals

Specialist, Brokerage Representative

Vanguard

Responsible for servicing all aspect of assigned client accounts through a combination of face to face interactions, inbound and outbound calls.
Resolve complex issue regarding processing errors of purchases, redemptions and exchanges.
Assist client with transferring of asset from other custodians as well as change of registration for estate planning and inheritance.
Analyze and discuss various techniques to building a well diversified portfolio.
Assist with coaching of new department personnel via live call monitor and providing constructive feedback.

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Michael Lesniewicz

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