Sean Powley sean.powley@ubs.com & | - Maintained relationships and built rapport with clientele in order to learn about their unique financial situations to provide appropriate solutions. - Strong ability to stay current to events throughout the world to make clients understand how these conditions may affect their investments. - Elected by management as a Subject Matter Expert (SME) on Money Market Reform to support co-workers and explain how this reform is affecting investors. - Greatly increased financial and business acumen through extensive on the job experience and general exposure through a healthy working environment.- Managed over 20 full truckloads a week of sensitive cargo while maintaining superior quality. - Greatly increased problem solving skills and the ability to handle unfamiliar situations with ease. - Developed effective business to business sales and negotiation skills. - Created and maintained professional relationships with customers and ensured open lines of communication at all times. - Skillfully uncovered "pain points" and sold solutions to customers. - Successfully ensured compliance in logistics operations.- Developed collaborative relationships with customers in the high-end jewelry market. - Retail sale of gold, sterling, diamond and colored-stone jewelry. - Increased personal jewelry sales from 2013 to 2014 by 200%. - Consistently exceeded daily sales goals as established by management.- Assisted in the organization and management of practices and team activities. - Researched drills to increase the individual skill level of team members. - Provided positive, constructive feedback and detailed individual expectations to players. - Cultivated teamwork by focusing on the collective achievements of the players. - Boosted player strengths by implementing goals to augment individual weaknesses.- Articulated sound leadership thru positive role modeling of team behaviors to underclassmen. - Prioritized time by successfully balancing school, lacrosse, and extracurricular responsibilities. - Communicated with coaches and acknowledged feedback for the improvement of the team goals. - Maintained an intense focus on goals achievement by filtering external influences.- Developed procedures in order to determine and fulfill needs and expectations of customers. - Assisted in the creation of client balance sheets, and company profit & loss statements. - Refined proficiency in use of accounting software, Microsoft Excel, Word, Outlook and PowerPoint. - Acquired a knowledge and understanding of State and Federal tax laws. - Reconciled monthly ledger accounts and reported inconsistencies to senior accountants.- Acquired extensive knowledge of financial aid products, loans, and repayment options. - Maintained accurate filing and organization of student financial resources. - Entrusted to maintain confidentiality with student information. - Corresponded with students, parents, and alumni to explain financial aid account information.- Strong ability to handle multiple tasks at one time. - Supervised four employees on commercial landscaping projects. - Evaluated job completion per customer satisfaction and company guidelines. - Communicated with superiors for feedback on jobs and as a resource for improvement.- Managed field clock, player statistics, and on-field records. - Mediated communication between coaches, referees, parents, and teams.- Actively developed asset and advice leads through a consultative sales approach. - Trusted to contact high propensity clients and align their needs with specific services to help them reach investment goals. - Served as a local ambassador in the department acting as an agent for growth and innovation. - Lead as team captain for the OGS pilot program in a position to deepen impact and improve internal processes to increase overall efficiency of the pilot program.

Sean Powley

- Maintained relationships and built rapport with clientele in order to learn about their unique financial situations to...

Charlotte, North Carolina, United States

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Sean Powley’s Location Charlotte, North Carolina, United States

Sean Powley’s Expertise - Maintained relationships and built rapport with clientele in order to learn about their unique financial situations to provide appropriate solutions. - Strong ability to stay current to events throughout the world to make clients understand how these conditions may affect their investments. - Elected by management as a Subject Matter Expert (SME) on Money Market Reform to support co-workers and explain how this reform is affecting investors. - Greatly increased financial and business acumen through extensive on the job experience and general exposure through a healthy working environment.- Managed over 20 full truckloads a week of sensitive cargo while maintaining superior quality. - Greatly increased problem solving skills and the ability to handle unfamiliar situations with ease. - Developed effective business to business sales and negotiation skills. - Created and maintained professional relationships with customers and ensured open lines of communication at all times. - Skillfully uncovered "pain points" and sold solutions to customers. - Successfully ensured compliance in logistics operations.- Developed collaborative relationships with customers in the high-end jewelry market. - Retail sale of gold, sterling, diamond and colored-stone jewelry. - Increased personal jewelry sales from 2013 to 2014 by 200%. - Consistently exceeded daily sales goals as established by management.- Assisted in the organization and management of practices and team activities. - Researched drills to increase the individual skill level of team members. - Provided positive, constructive feedback and detailed individual expectations to players. - Cultivated teamwork by focusing on the collective achievements of the players. - Boosted player strengths by implementing goals to augment individual weaknesses.- Articulated sound leadership thru positive role modeling of team behaviors to underclassmen. - Prioritized time by successfully balancing school, lacrosse, and extracurricular responsibilities. - Communicated with coaches and acknowledged feedback for the improvement of the team goals. - Maintained an intense focus on goals achievement by filtering external influences.- Developed procedures in order to determine and fulfill needs and expectations of customers. - Assisted in the creation of client balance sheets, and company profit & loss statements. - Refined proficiency in use of accounting software, Microsoft Excel, Word, Outlook and PowerPoint. - Acquired a knowledge and understanding of State and Federal tax laws. - Reconciled monthly ledger accounts and reported inconsistencies to senior accountants.- Acquired extensive knowledge of financial aid products, loans, and repayment options. - Maintained accurate filing and organization of student financial resources. - Entrusted to maintain confidentiality with student information. - Corresponded with students, parents, and alumni to explain financial aid account information.- Strong ability to handle multiple tasks at one time. - Supervised four employees on commercial landscaping projects. - Evaluated job completion per customer satisfaction and company guidelines. - Communicated with superiors for feedback on jobs and as a resource for improvement.- Managed field clock, player statistics, and on-field records. - Mediated communication between coaches, referees, parents, and teams.- Actively developed asset and advice leads through a consultative sales approach. - Trusted to contact high propensity clients and align their needs with specific services to help them reach investment goals. - Served as a local ambassador in the department acting as an agent for growth and innovation. - Lead as team captain for the OGS pilot program in a position to deepen impact and improve internal processes to increase overall efficiency of the pilot program.

Sean Powley’s Current Industry Vanguard

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Work Experience

Vanguard

Select Services Brokerage Investment Professional

Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Vanguard

Brokerage Investment Professional

Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Total Quality Logistics

Logistics Account Executive

Mon Jun 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Hampden Sydney College Department Of Athletics

Assistant Lacrosse Coach

Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Barber And Vaughn Accountants

Accounting Intern

Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Greens Jewelers

Sales and Marketing Associate

Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

Hampden Sydney College Department Of Financial Aid

Office Assistant

Sun Sep 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Dec 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

The Brickman

Crew Member

Sat Jun 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Sep 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)

Triple Edge Lacrosse

Field Manager

Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue May 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)

Hampden Sydney Department Of Athletics

NCAA Student-Athlete

Thu Sep 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)

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FAQ About Sean Powley

Sean Powley is located at
Charlotte, North Carolina, United States

Sean Powley is a
- Maintained relationships and built rapport with clientele in order to learn about their unique financial situations to provide appropriate solutions. - Strong ability to stay current to events throughout the world to make clients understand how these conditions may affect their investments. - Elected by management as a Subject Matter Expert (SME) on Money Market Reform to support co-workers and explain how this reform is affecting investors. - Greatly increased financial and business acumen through extensive on the job experience and general exposure through a healthy working environment.- Managed over 20 full truckloads a week of sensitive cargo while maintaining superior quality. - Greatly increased problem solving skills and the ability to handle unfamiliar situations with ease. - Developed effective business to business sales and negotiation skills. - Created and maintained professional relationships with customers and ensured open lines of communication at all times. - Skillfully uncovered "pain points" and sold solutions to customers. - Successfully ensured compliance in logistics operations.- Developed collaborative relationships with customers in the high-end jewelry market. - Retail sale of gold, sterling, diamond and colored-stone jewelry. - Increased personal jewelry sales from 2013 to 2014 by 200%. - Consistently exceeded daily sales goals as established by management.- Assisted in the organization and management of practices and team activities. - Researched drills to increase the individual skill level of team members. - Provided positive, constructive feedback and detailed individual expectations to players. - Cultivated teamwork by focusing on the collective achievements of the players. - Boosted player strengths by implementing goals to augment individual weaknesses.- Articulated sound leadership thru positive role modeling of team behaviors to underclassmen. - Prioritized time by successfully balancing school, lacrosse, and extracurricular responsibilities. - Communicated with coaches and acknowledged feedback for the improvement of the team goals. - Maintained an intense focus on goals achievement by filtering external influences.- Developed procedures in order to determine and fulfill needs and expectations of customers. - Assisted in the creation of client balance sheets, and company profit & loss statements. - Refined proficiency in use of accounting software, Microsoft Excel, Word, Outlook and PowerPoint. - Acquired a knowledge and understanding of State and Federal tax laws. - Reconciled monthly ledger accounts and reported inconsistencies to senior accountants.- Acquired extensive knowledge of financial aid products, loans, and repayment options. - Maintained accurate filing and organization of student financial resources. - Entrusted to maintain confidentiality with student information. - Corresponded with students, parents, and alumni to explain financial aid account information.- Strong ability to handle multiple tasks at one time. - Supervised four employees on commercial landscaping projects. - Evaluated job completion per customer satisfaction and company guidelines. - Communicated with superiors for feedback on jobs and as a resource for improvement.- Managed field clock, player statistics, and on-field records. - Mediated communication between coaches, referees, parents, and teams.- Actively developed asset and advice leads through a consultative sales approach. - Trusted to contact high propensity clients and align their needs with specific services to help them reach investment goals. - Served as a local ambassador in the department acting as an agent for growth and innovation. - Lead as team captain for the OGS pilot program in a position to deepen impact and improve internal processes to increase overall efficiency of the pilot program. Vanguard

Sean Powley currently works in the
Vanguard

Sean Powley specializes in
- Maintained relationships and built rapport with clientele in order to learn about their unique financial situations to provide appropriate solutions. - Strong ability to stay current to events throughout the world to make clients understand how these conditions may affect their investments. - Elected by management as a Subject Matter Expert (SME) on Money Market Reform to support co-workers and explain how this reform is affecting investors. - Greatly increased financial and business acumen through extensive on the job experience and general exposure through a healthy working environment.- Managed over 20 full truckloads a week of sensitive cargo while maintaining superior quality. - Greatly increased problem solving skills and the ability to handle unfamiliar situations with ease. - Developed effective business to business sales and negotiation skills. - Created and maintained professional relationships with customers and ensured open lines of communication at all times. - Skillfully uncovered "pain points" and sold solutions to customers. - Successfully ensured compliance in logistics operations.- Developed collaborative relationships with customers in the high-end jewelry market. - Retail sale of gold, sterling, diamond and colored-stone jewelry. - Increased personal jewelry sales from 2013 to 2014 by 200%. - Consistently exceeded daily sales goals as established by management.- Assisted in the organization and management of practices and team activities. - Researched drills to increase the individual skill level of team members. - Provided positive, constructive feedback and detailed individual expectations to players. - Cultivated teamwork by focusing on the collective achievements of the players. - Boosted player strengths by implementing goals to augment individual weaknesses.- Articulated sound leadership thru positive role modeling of team behaviors to underclassmen. - Prioritized time by successfully balancing school, lacrosse, and extracurricular responsibilities. - Communicated with coaches and acknowledged feedback for the improvement of the team goals. - Maintained an intense focus on goals achievement by filtering external influences.- Developed procedures in order to determine and fulfill needs and expectations of customers. - Assisted in the creation of client balance sheets, and company profit & loss statements. - Refined proficiency in use of accounting software, Microsoft Excel, Word, Outlook and PowerPoint. - Acquired a knowledge and understanding of State and Federal tax laws. - Reconciled monthly ledger accounts and reported inconsistencies to senior accountants.- Acquired extensive knowledge of financial aid products, loans, and repayment options. - Maintained accurate filing and organization of student financial resources. - Entrusted to maintain confidentiality with student information. - Corresponded with students, parents, and alumni to explain financial aid account information.- Strong ability to handle multiple tasks at one time. - Supervised four employees on commercial landscaping projects. - Evaluated job completion per customer satisfaction and company guidelines. - Communicated with superiors for feedback on jobs and as a resource for improvement.- Managed field clock, player statistics, and on-field records. - Mediated communication between coaches, referees, parents, and teams.- Actively developed asset and advice leads through a consultative sales approach. - Trusted to contact high propensity clients and align their needs with specific services to help them reach investment goals. - Served as a local ambassador in the department acting as an agent for growth and innovation. - Lead as team captain for the OGS pilot program in a position to deepen impact and improve internal processes to increase overall efficiency of the pilot program.

Sean Powley speaks the following languages:
No languages available.

Sean Powley has prior experience in the following industries:
Vanguard , Total Quality Logistics , Hampden Sydney College Department Of Athletics , Barber And Vaughn Accountants , Greens Jewelers , Hampden Sydney College Department Of Financial Aid , The Brickman , Triple Edge Lacrosse , Hampden Sydney Department Of Athletics

Sean Powley has the following professional experience:
Vanguard , Vanguard , Total Quality Logistics , Hampden Sydney College Department Of Athletics , Barber And Vaughn Accountants , Greens Jewelers , Hampden Sydney College Department Of Financial Aid , The Brickman , Triple Edge Lacrosse , Hampden Sydney Department Of Athletics .