Highly experienced [Job Title] known for exemplary team-building and project oversight skills. Gifted at working with all types of personalities. Performance history of developing strong collaborative relationships and delivering impressive results.
Overview
7
7
years of professional experience
Work History
Financial Advisor
PHP Agency
08.2023 - Current
Worked on a strong network of referral sources to bring quality leads into the business effectively and maintain a high level of leads consistently
Developed and initiated exceptionally creative and effective sales strategies that led to consistent and significant increases in sales
Created 81 tailored financial/insurance models to meet diverse client needs, resulting in a 14% boost in client investments
Consistently delivered exceptional customer support and services to establish and maintain long-term, healthy relationships by ensuring customer satisfaction.
Operation and Logistics Coordinator
Vertiv
12.2022 - 08.2023
Coordinated logistics and operations, ensuring seamless communication between warehouse personnel and customer-facing teams to support event execution
Negotiated with service providers to secure favorable terms and enhance operational efficiency while maintaining cost-effectiveness.
Maintained excellent working relationships with customers by efficiently responding to inquiries and complaints.
Medical Operation Manager
StarMed Urgent Care
02.2018 - 11.2022
Conducted comprehensive data analysis to assess program effectiveness, leading to strategic recommendations that enhanced operational efficiency
Provided critical daily reports to support senior leadership in informed decision-making, resulting in targeted improvements and corrective actions
Collaborated with hospital leadership to evaluate and refine existing operational protocols, ensuring alignment with industry best practices
Managed daily operations, facilitating the execution of strategic initiatives that contributed to meeting business objectives and financial targets.
Education
Bachelors Of Science Health System Management - Health System Management
The University of North Carolina at Charlotte
Charlotte, NC
Associate Degree In Human Development - Human Development
Washington State University
Pullman, Washington
Skills
Sales experience
Cross-selling products and services
Account Management
Customer Engagement
Interpersonal Communication
Timeline
Financial Advisor
PHP Agency
08.2023 - Current
Operation and Logistics Coordinator
Vertiv
12.2022 - 08.2023
Medical Operation Manager
StarMed Urgent Care
02.2018 - 11.2022
Bachelors Of Science Health System Management - Health System Management
The University of North Carolina at Charlotte
Associate Degree In Human Development - Human Development