Shawn O'Lear has over 15 years of experience in customer relations and operations management. He currently works as a Senior Relationship Manager at TD Ameritrade, where he is responsible for onboarding new clients and managing a portfolio worth over $150 million. Previously, he held roles in operations, sales, and customer service at Pala Casino Resort & Spa, The Hartford, and GEICO. Shawn earned a Bachelor's degree in Business Administration from San Diego State University and holds a Lean Six Sigma Green Belt Certification.

1. PROFESSIONAL
SKILLS
WORK H
2006 to Current
2004 to 2005
2003 to 2004
2000 to 2003
EDUCATION
2003
C
SHAWN O'LEAR
14238 Jennings Vista Ct, Lakeside, CA 92040
Cell: (619) 920-1051 - Shawnolear@hotmail.com
UMMARY
A dynamic and creative professional experienced in
building the client base through team coordination and a
positive customer interaction. Most recently, responsible
for marketing services to prospective client and onboarding
new customers efficiently.
Complex problem solving Operations analysis
Exceptional workflow management Ambitious team collaborator
Proven relationship-builder Lean design and implementation
Excellent Microsoft Office skills SalesForce experience
Senior Relationship Manager II
TD Ameritrade –San Diego, CA
Researching, developing, and executing the transition of a financial advisor's book of business in
excess of $150 million to TD Ameritrade. Handle the day to day operations for the firm which
includes education of our policies and procedures, education of our forms and website, and
reviewing performance analysis. FINRA Series 7 & 66 License.
Operations
Pala Casino Resort & Spa –Pala, CA
Monitor Casino guest and personnel areas to insure compliance with law, regulation, policy, and
procedure. Experience includes knowledge of Casino games, monitor room equipment, broad
knowledge of Casino procedures, and gaming regulations. Pala Gaming License# 6208.
Senior Sales
The Hartford –Santee, CA
Sold auto and home insurance to AARP members in 40 different states. Sales team motivator,
developed contests to challenge team members to meet or exceed sales goals. A frequent member
of the Top 10 Sales, averaged 140% of sales goals.
Senior Associate III
GEICO – Poway, CA
I was part of a specialized unit that handled escalated sales, service, and claims related issues. My
duties included problem solving, answering questions of less experienced representatives, selling
and servicing auto insurance policies, and interfacing with the sales and service departments.
Assisted in establishing and training protocols for creating a better experience with customers.
Bachelor of Science: Business Administration - Management
San Diego State University - San Diego, CA
Lean Six Sigma Green Belt Certification
S
ISTORY
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