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Nisa Triplett

Little Elm, TX, United States
Relationship Manager at Charles Schwab
Business Owner & Photographer at PhotoXO Studios
Studied Health Administration at Brookhaven College
Studied Health Administration at Oklahoma State University
Joined May 30, 2024


I’m a Business Operations professional with 15 years of experience in reporting and operations with a demonstrated track record of improving department productivity. I’m highly, detail-oriented with key skills in leadership, business strategy and performance management.
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Charles Schwab
Sep 2023 – Present
Westlake, TX
Relationship Manager
-Assists investment advisors with account management, such as deposits, withdrawals, and transfers -Stays updated on industry regulations and company policies to ensure compliance -Identifies areas of improvement within myQ software to help employees serve advisors more efficiently -Successfully completed 2-3 hour weekly training modules for over 3 months
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PhotoXO Studios
Dec 2021 – Present
DFW Metroplex, TX
Business Owner & Photographer
-Designed and launched business website using Squarespace software within a few days -Manage and promote organic social media accounts (Instagram and Facebook) -Earned over $1,000 between 3 booked sessions within the first year -Featured in VoyageDallas 2022 and CanvasRebel 2023 online magazines
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TD Ameritrade
Jan 2022 – Sep 2023
Southlake, TX
Relationship Manager
-Liaised between cross-functional teams, building thousands of long-term advisor and client investor relationships -Assisted clients with account-related inquiries, such as account openings, transfers, and account maintenance, ultimately helping reach resolutions -Contributed to over 1,000 broker account cases within 3 months, 10% higher than the department target, to prepare for the merge with Charles Schwab -Analyzed thousands of service requests to ensure quality and mitigate company risk
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Signify Health
Feb 2016 – Jan 2022
Dallas, TX
Member Engagement Coordinator
-Liaised between Medicare and Medicaid health plan members -Scheduled an average of 728 health risk evaluations per month, ranking as the top department scheduler after less than 3 months of initial hire date -Tested 6 new system features as a team lead, sharing feedback with department managers to enhance performance prior to launch -Improved dialer system by documenting best practices and training teams, improving call time by 70%
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Brookhaven College
Health Administration
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Oklahoma State University
Health Administration