Alyson Bean
Summary
Results-driven professional with expertise in business operations, client relationship management, and analytical problem-solving. Proven ability to enhance office productivity and support strategic initiatives.
Overview
2027
2027
years of professional experience
3
3
Certifications
Work History
Office Manager
Northwestern Mutual
Boulder
09.2025 - Current
- Manage daily business operations to improve office productivity and operational efficiency.
- Provide weekly coaching and development for U5 advisors, supporting training and professional growth.
- Oversee facilities management, office communications, and internal operations.
- Leading recruiting, interviewing, hiring, and benefits administration for office staff.
- Maintain financial system integrity, interpret operational reports, and support leadership with administrative and strategic initiatives.
Financial Representative
Northwestern Mutual
Denver
02.2025 - 12.2025
- Provided financial planning services including insurance, investment, and retirement strategies tailored to client needs.
- Conducted financial needs analysis to help clients plan for both short term and long term financial goals.
- Educated individuals and families on financial literacy, risk management,and wealth building strategies.
- Build and maintain long term client relationships through personalized financial guidance and ongoing support.
- Develop a client base through networking, referrals, and community engagement.
Assistant Golf Professional
The Club Ravenna
Littleton
2022 - 2024
- Oversaw 45 annual club events for 325+ members, managing 2-10 staff and coordinating event operations.
- Served as the primary point of contact for events, handling client communication, planning, budgeting, and execution.
- Managed $200k in inventory, including purchasing, merchandising, and achieving sales turnover goals.
- Provided private golf lessons (200 lessons projected in 2024) while competing in COPGA section events and representing the club as an ambassador.
Education
Master of Science - Business Information & Analytics
University of Denver
Denver, CO01-2023
Bachelor of Arts - Mathematics, Marketing & Economics Minors
University of Denver
Denver, CO01-2021
Skills
- Business Operations
- Client Relationship Management
- Budgeting & Financial Reporting
- Power BI/Tableau
- Microsoft Office
- Analytical Problem Solver
- Team Leadership
- Quick learner
Certification
PCEP-Python Certified
Timeline
Office Manager
Northwestern Mutual
09.2025 - Current
Financial Representative
Northwestern Mutual
02.2025 - 12.2025
Assistant Golf Professional
The Club Ravenna
2022 - 2024
Master of Science - Business Information & Analytics
University of Denver
Bachelor of Arts - Mathematics, Marketing & Economics Minors
University of Denver