jeremiah accola

jeremiah accola

credit operations specialist

About

Currently working at Wells Fargo Advisors while pursuing a degree in Finance and Business Management. I am looking to expand my experience into the financial industry.

Country

united states

City

saint louis

Industry

financial services

Skill

problem solving, time management, critical thinking, decison making and judgement, attention to detail, security clearance, inventory management, reliability, energetic leader, delegation, inventory control, confident, veterans, microsoft word, customer service, hardworking, leadership development, microsoft excel, communication, stress management, mentoring, counceling, social networking, social media, military training, military weapons handling, military decision making process, military operations, leadership, strategic planning, microsoft office, easily adaptable, beta, apl, property management, microsoft powerpoint

Experience

wells fargo advisors

securities service operations specialist 3

wells fargo advisors

2018-6 - 2019-4 · 11 mos

* Analyzing and reviewing account activity while supervising extensions of credit to cash * and margin accounts * Approving distributions to clients (i.e. wired funds, checks, ACH, money market * liquidations, and journals) * Computing margin requirements and issuing various types of margin calls, cash account * activity, or security due notices. * Keeping current customer account records, including security positions and money * balances * Following up on the collection of money and securities due

wells fargo advisors

contractor

wells fargo advisors

2017-1 - 2017-4 · 4 mos
wells fargo advisors

registration associate

wells fargo advisors

2019-5 - Present · 7 yrs 5 mos
benjamin f. edwards & co.

credit operations specialist

benjamin f. edwards & co.

2020-9 - Present · 6 yrs 1 mo
wells fargo advisors

securities service operations specialist 2

wells fargo advisors

2017-4 - 2018-6 · 1 yr 3 mos

* Analyzing and reviewing account activity while supervising extensions of credit to cash * and margin accounts * Approving distributions to clients (i.e. wired funds, checks, ACH, money market * liquidations, and journals) * Computing margin requirements and issuing various types of margin calls, cash account * activity, or security due notices. * Keeping current customer account records, including security positions and money * balances * Following up on the collection of money and securities due

united states marine corps

driver combine anti armor team-1

united states marine corps

2013-5 - 2014-6 · 1 yr 2 mos

Successfully maintained serviceability of the HMMWV (Humvee) that my team was assigned to insuring that all day to day maintenance was complete that my team was assigned to - Established cordons for security purposes and employing 1.3 Million in weapons systems consistently over countless field operations -Demonstrated proper techniques on how to asses a situation as part of anti-armor team through evaluation of prior training

united states marine corps

police sergeant and barracks manager

united states marine corps

2014-6 - 2016-12 · 2 yrs 7 mos

* Managed all logistical items for Weapons company totaling over $75,000 with enhanced success through implementing a logbook to aid in distribution of logistical gear * Maintained accountability of weapons totaling over $9,000,000 through effective supervision of a small team * Facilitated in finding over 90+ Marines rooms upon return of deployment by expediting the check in process * Maintained 3 multimillion-dollar barracks living quarters totaling over 400 rooms, records for maintenance, occupancy, and safety inspections

Education

capella university

capella university

leadership

2016-1 - 2019-1 · 3 yrs 1 mo

business

2016-1 - 2016-1 · 1 mo
belleville east high school

belleville east high school

2009-1 - 2012-1 · 3 yrs 1 mo
capella university

capella university

business administration

capella university

capella university

jeremiah accola's Contact Information

Email

******@***.com

Phone

(**) *** ****

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