Open to opportunities

Nathaniel Garcia

@nathanielgarcia

Message

Call center supervisor focused on annuity account servicing, compliance, and team coaching.

United States

Message

What I'm looking for

I’m looking for a role where I can lead and coach teams in customer-facing financial services—handling complex escalations, ensuring regulatory compliance, and improving processes to deliver a better customer experience.

I’m a Call Center Supervisor who leads a remote team of 12 in a high-volume call center supporting annuity products, account servicing, and customer issue resolution.

I handle escalated calls involving complex annuity transactions, account maintenance, trading requests, service issues, and compliance-sensitive situations—always driving accurate execution and strong documentation quality.

I also oversee customer account trades with a focus on regulatory compliance and adherence to internal procedures, while running QA audits to spot coaching opportunities, compliance gaps, and process improvements.

Before moving into leadership, I worked as a Proprietary Trader, applying financial market fundamentals and technical analysis, and I’ve built customer-facing experience as an Apple Associate and a Sales Representative—bringing strong communication, accountability, and a service-first mindset to every role.

Experience

Work history, roles, and key accomplishments

Current

Call Center Supervisor

Current

Zinnia

Nov 2022 - Present (3 years 7 months)

Supervised 12 account service representatives in a high-volume remote call center supporting annuity products and customer issue resolution. Handled escalated, compliance-sensitive cases, oversaw customer account trades with accuracy and regulatory compliance, and conducted QA audits to identify coaching and process improvements.

Call Center Leadership Team Management Customer Escalation Regulatory Compliance Trade Processing Auditing Customer Relationship Management (CRM)

Proprietary Trader

FTMO

May 2021 - Nov 2022 (1 year 6 months)

Applied financial market fundamentals and technical analysis to execute trading activities while following company policies, procedures, and investment safety standards. Managed adherence to operating requirements for the investment account.

Technical analysis Proprietary Trading Policy Compliance Market Research

Associate

Apple

Sep 2019 - May 2021 (1 year 8 months)

Managed 600+ electronic devices to maintain store appearance standards and ensure proper functionality. Helped customers with questions and concerns using a strong understanding of solutions to improve their overall experience and supported achievement of company performance goals.

Retail Operations Customer Service Troubleshooting Performance Goals Communication