Enthusiastic, executive-level professional with a strong desire to contribute to team success through hard work, attention to detail, and excellent organizational skills. Demonstrated track record of success in leadership, operational excellence, fostering positive interpersonal relationships, and driving company development.
Overview
19
19
years of professional experience
Work History
Office Manager
Coastal Electrical Group LLC
03.2017 - Current
Allocated executive tasks, managed complex calendars, and performed basic administrative functions.
Scheduled deliveries of electrical materials to ensure timely production start.
Managed submission and collection of necessary permits for projects.
Enhanced business operations by ensuring effective communication through prompt response to emails and other correspondence.
Thoroughly documented internal and client meetings to update executives (2) on changing business needs.
Maintained accurate records of sales and budget data through the development and updating of spreadsheets and databases.
Formulated bid proposals for future and current projects.
Monitored and organized necessary communication with priority contacts.
Contacted customers to discuss payment schedules and processed payments immediately.
Counselor
New Life Rejuvenation
03.2022 - 10.2022
Managed a diverse portfolio of 250+ patients.
Contributed to patients' understanding and goal-setting process, aiding them in formulating effective strategies towards personal achievement and improved well-being.
Collaborated with Medical Providers to develop personalized treatment plans, implement medical protocols, and provide supplemental assistance.
Compiled detailed client histories through intake forms, interviews, and assessments to develop a comprehensive understanding for identifying the most effective therapeutic strategies.
Generated comprehensive reports for clients while maintaining meticulous record-keeping.
Educated patients on medication details, procedures, and care plan instructions.
Optimized resource utilization through efficient and accurate patient scheduling.
Accomplished recognition as one of the company's most effective counselors, consistently acquiring a high volume of referred patients.
Counselor
Andrologix Health & Wellness
07.2020 - 04.2022
Executed identical duties as New Life Rejuvenation (transferred organizations)
Bartender/Server
Guiseppes Italian Restaurant
02.2018 - 06.2020
Served high customer volumes during special events, nights, and weekends.
Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
Kept bar presentable and well-stocked to meet customer needs.
Upsold menu items to customers, driving up per sale revenues and maximizing profits.
Developed loyal clientele by engaging in friendly conversations and providing exceptional service.
Designer
Closets By Design
01.2016 - 11.2016
Generated new ideas for internal clients with limited direction to meet their varied needs.
Collaborated with clients during consultations to explore and gather information about their desired preferences, styles, and ideas for commissions.
Demonstrated exceptional customer service skills by maintaining open lines of communication and consistently meeting client expectations.
Analyzed, interpreted, and developed artistic and innovative designs/blueprints for consideration.
Managed graphics library records by modifying patterns based on client preferences.
Effectively managed production schedules within assigned budgets.
Partnered with technical design team and product management to produce precise, detailed designs.
Assistant Office Manager
Spine Design Chiropractic
09.2015 - 01.2016
Produced precise office collateral, communications, and forms for both internal and external use.
Sorted, opened and routed incoming correspondence and deliveries to help senior leaders respond quickly to business and customer requirements
Maintained current, accurate, and compliant documentation by creating and updating physical records and digital files.
Managed CRM database, including troubleshooting, maintenance, updates and report generation
Supervised the entire process of office inventory maintenance, from placing orders to managing stock levels and receiving shipments.
Authored clear and professional business documents, including Care Plans, insurance claims, medical records and law office correspondence
Conferred with insurance company representatives to expedite payments and resolve filing issues, keeping aging balances low and office finances strong
Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities
Client Service Associate
Morgan Stanley
02.2013 - 09.2015
Maintained high level of data confidentiality by strictly adhering to corporate guidelines and information security procedures .
Built long lasting client relationships through active listening, providing valuable insights, and being a trusted resource.
Maintained accurate financial records through regular reporting and updates.
Monitored and complied with federal and state regulations, reducing legal and financial risks.
Ensured the organization and searchability of records by accurately coding invoices, files, and receipts.
Delivered excellent customer support for queries regarding accounts.
Coordinated and organized meetings between clients and advisors with occasional involvement in the process.
Developed professional presentations of financial information for senior management.
Managed the collection and organization of financial information, accurately entering relevant details into the designated financial management systems.
Generated monthly financial statements and managed account closing procedures.
Basic administrative duties.
Bartender/Server
RJ's Native Sun Cafe
02.2013 - 11.2014
Identical duties to Giuseppe's Italian Restaurant
Bartender
Black Diamond Casino Cruise
12.2012 - 02.2013
Executed identical duties to RJ's Native Sun Cafe.
Sales Manager
European Wax Center
02.2011 - 01.2013
Delivered presentations and attended to customer queries efficiently.
Exceeded sales quotas and improved profitability by implementing effective sales strategies and developing comprehensive business plans.
Coached employees to optimize selling methods and increase cross-selling for additional products and services.
Generated weekly personal reports to evaluate performance in relation to team objectives.
Organized and facilitated sales team meetings to strategize on business development, incorporation of benchmarked methodologies, and streamlining operational workflows.
Increased profit margins by implementing strategies to control budget, overhead, and optimize product turns.
Managed revenue models, process flows, operations support and customer engagement strategies.
Organized and coordinated promotional events, resulting in increased sales volume.
Basic administrative duties.
Sales Manager
Massage Envy
09.2005 - 08.2008
Executed identical duties to those at European Wax Center. (transferred organizations)
Education
Associate of Science - Recording Arts Technology
Full Sail University
Winter Park, FL
2010
High School Diploma -
Coastal High School
2008
Skills
Administrative Duties
Advertising
Bartending
Client Relations
Coaching and Training
Documentation
Insurance
Marketing Strategies
Microsoft Office
Millennium
Permitting
Sales
Proposal Writing
WPM 45-50
Additional Information
REFERENCES
Joe Fusco: 561-222-6451/ Coastal Electrical Group
Darlene Carpenter: 561-236-6260/ Beaches MRI
Blu Stephanos: 561-262-1896 / New Life Rejuvenation
Ashlee Bishop: 561-529-0592/ Inlet Construction
Timeline
Counselor
New Life Rejuvenation
03.2022 - 10.2022
Counselor
Andrologix Health & Wellness
07.2020 - 04.2022
Bartender/Server
Guiseppes Italian Restaurant
02.2018 - 06.2020
Office Manager
Coastal Electrical Group LLC
03.2017 - Current
Designer
Closets By Design
01.2016 - 11.2016
Assistant Office Manager
Spine Design Chiropractic
09.2015 - 01.2016
Client Service Associate
Morgan Stanley
02.2013 - 09.2015
Bartender/Server
RJ's Native Sun Cafe
02.2013 - 11.2014
Bartender
Black Diamond Casino Cruise
12.2012 - 02.2013
Sales Manager
European Wax Center
02.2011 - 01.2013
Sales Manager
Massage Envy
09.2005 - 08.2008
Associate of Science - Recording Arts Technology
Full Sail University
High School Diploma -
Coastal High School
Similar Profiles
Travis O'BrienTravis O'Brien
Mortgage Loan Originator at Coastal Lending Group, LLCMortgage Loan Originator at Coastal Lending Group, LLC
Manager - Projects Switchgear Division at Aikah Electrical Industry LLC( a Part of Al Khoory Group of companies)Manager - Projects Switchgear Division at Aikah Electrical Industry LLC( a Part of Al Khoory Group of companies)