Sharmaine Abenoja Custodio

Investor Success Advocate

Simply Wall St

Feb 2025 - Current (1 year 6 months)

• Manage and resolve billing-related inquiries using Stripe. • Respond to complex customer queries via email and video calls, including questions on the analysis model, portfolio issues, platform bugs, subscription plans, account settings, and feature requests. • Provided customer support to investors using data-driven stock analysis tools and market research platforms. Assisted users in understanding company fundamentals, valuation metrics, and financial statements. • Supported client inquiries related to stock performance, market trends, and portfolio insights. • Helped customers interpret financial data including revenue growth, earnings reports, balance sheets, and cash flow statements. • Delivered clear explanations of financial market

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Licensed Retirement Service Representative

Principal Global Services LLC

Jan 2022 - Sep 2024 (2 years 9 months)

• Supported clients with retirement and investment accounts (IRAs, brokerage), handling account maintenance such as address updates, beneficiary changes, and ownership transfers in compliance with regulatory requirements. • Assisted with processing account documentation, including updates related to trusts, beneficiaries, and life events (e.g., separation of assets), ensuring accuracy and completeness. • Facilitated trade execution and coordinated with custodians to resolve account and transaction-related requests efficiently. Provided clients with guidance on investment options, retirement plans, and distribution rules, including tax implications and early withdrawal considerations. • Maintained detailed records of client interactions, acc

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Associate Financial Services Representative

E*TRADE INFORMATION SERVICES LLC

Apr 2021 - Oct 2021 (7 months)

• Supported clients with brokerage account concerns, including investments, trades, and online platform navigation. • Explained investment products and account features to help clients align choices with financial goals. • Delivered timely and accurate customer service in a fast-paced financial services environment.

Bookkeeper (Freelance)

freelance

Apr 2020 - Current (6 years 4 months)

• Tracked income and expenses for small business/personal accounts • Created simple financial reports to monitor cash flow • Used tools like Microsoft Excel or Google Sheets for record-keeping • Organized receipts and maintained digital financial record • Assisted in maintaining general ledger and filing financial documents • Maintained accurate records using QuickBooks

Sharmaine Abenoja Custodio

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