Experienced professional with over 12 years in the hospitality and financial services. Using combined lessons from both industries to excel in my next position. Skilled in sales, networking, and team leadership. Cultivated a successful book of business from scratch. Built strong industry relationships and delivered top-notch customer service.
Overview
14
14
years of professional experience
Work History
Bookkeeper
Baseshop Apparel LLC
10.2022 - Current
Utilizes Quickbooks online & NYS websites for accounting and tax maintenence
Managed the accounts payable & accounts recievable including collecting payments
Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
Responsible for office organization
Maintained customer relationships & quality control
Marketing Director
Transamerica Financial Advisors
04.2016 - 01.2025
Built and cultivated a book of business from scratch with no lead service.
As an independent sales representative, I am able to give clients the proper information for them to make an informed decision about their financial future.
Built strong relationships with industry professionals for networking purposes
Continually maintained and improved company's reputation and positive image in all markets served.
Worked with a team to achieve team quarterly, semi annual and annual goals.
Became well versed in life insurance & annuity products for all leading companies in the industry
Developed and led group training courses to align with corporate sales and service goals.
Managed recruitment, training and development for an effective sales team.
Set and exceeded sales goals by establishing ambitious targets and motivating sales representatives.
Bartender/Server
Maguires Bay Front Restaurant
05.2013 - 08.2016
Participated in set up & close of our summer season.
Handled customer, team, and business needs while stille providing stellar service
Served high customer volumes during special events, nights, and weekends.
Worked well with 1 bartender as well as up to 5 others during late night.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Built & maintained solid relationships with locals
Created an energetic environment for day trippers & first time guests.
In come cases, multi-tasked between bartending and waitressing in the slower parts of our season
Worked many catered events such as weddings, engagement parties, professional dinners ETC.
For 2 seasons I was responsible for managing " Late Night" from 11pm-4am which included: keeping guests in check, helping bartenders during waves, balancing the books at the end of the night, paying out security staff and getting them off island in time.
Bartender/Server
The Landing
05.2011 - 08.2013
Worked breakfast, lunch and dinner in both positions, sometimes simultaneously.
Memorized all 3 menus & drink menus to provide proper recommendations to customers.
Built & maintained solid relationships with locals
Created an energetic environment for day trippers & first time guests.
Maintained and well stocked bar during our shift & set up incoming staff as well.
Education
Bachelor of Science - Finance & Marketing
SUNY At Albany
05.2009
Skills
Quickbooks Online
Financial statements expertise
Life & Health Licensed
Financial Education I
Insurance decisions
Retirement planning
Series 6 & 63 Licensed
Client Relations
Insurance sales
Cash Flow analysis
Timeline
Bookkeeper
Baseshop Apparel LLC
10.2022 - Current
Marketing Director
Transamerica Financial Advisors
04.2016 - 01.2025
Bartender/Server
Maguires Bay Front Restaurant
05.2013 - 08.2016
Bartender/Server
The Landing
05.2011 - 08.2013
Bachelor of Science - Finance & Marketing
SUNY At Albany
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