Amber DeCarlo
Boone,NC
Summary
Dynamic business owner and former Financial Advisor at CitiFinancial, skilled in relationship building and financial management. Successfully enhanced brand visibility and customer engagement while driving strategic growth initiatives. Proven ability to mentor staff and streamline operations, resulting in increased client satisfaction and loyalty. Expert in project management and business planning.
Experienced with strategic planning, financial management, and team leadership. Utilizes industry knowledge to drive business growth and operational efficiency. Track record of creating and implementing innovative strategies to enhance profitability and productivity.
Overview
25
25
years of professional experience
Work History
Owner/Artist
Self-employeed
Boone, NC
03.2010 - Current
- Developed and executed marketing strategies to enhance brand visibility and customer engagement.
- Managed financial planning, budgeting, and cash flow to ensure business sustainability.
- Established vendor relationships to optimize inventory management and reduce costs.
- Oversaw customer service operations, enhancing client satisfaction through effective communication and support.
- Implemented digital tools for project management, streamlining workflow processes and improving efficiency.
- Conducted market research to identify trends, informing product development and service offerings.
- Trained and mentored staff on operational best practices, fostering a culture of continuous improvement.
- Analyzed business performance metrics to drive strategic decision-making and long-term growth initiatives.
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Lead Tattoo Artist and Piercer.
- Artist
Financial Advisor
CitiFinancial
Whitsett, NC
01.2007 - 01.2012
- Developed tailored financial plans to meet diverse client needs and goals.
- Analyzed market trends and investment opportunities to provide informed recommendations.
- Fostered long-term client relationships through regular communication and personalized service.
- Mentored junior advisors, enhancing team knowledge and service quality.
- Conducted comprehensive risk assessments to ensure optimal asset allocation strategies.
- Led workshops on financial literacy, empowering clients with essential money management skills.
- Collaborated with cross-functional teams to align financial strategies with client objectives.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
Vacation Rental Cleaner
Self Employed Services
Hampstead, NC
01.2001 - 12.2006
- Maintained cleanliness and sanitation standards across various residential and commercial properties.
- Managed inventory of cleaning supplies, ensuring adequate stock levels for uninterrupted service.
- Addressed client feedback promptly to improve service quality and customer relations.
- Adapted cleaning methods based on specific client needs, enhancing overall service effectiveness.
- Cleaned and sanitized bathrooms, kitchens and other similar areas according to established protocols.
- Removed trash, debris and other waste materials from premises.
- Used time management and efficient cleaning methods to meet deadlines.
- Cleaned and polished glass doors, mirrors and other surfaces to maintain professional appearance.
- Handled equipment, chemicals, and materials properly and with caution.
Education
Associate of Science - Fine Arts And Psychology
UNCW
Wilmington, NC01.2006
Skills
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
- Business management
- Client service
- Project management
- Operations management
- Business planning
- Staff management
- Marketing
- Financial management
- Staff hiring
- Business development
- Business launch
Timeline
Owner/Artist
Self-employeed
03.2010 - Current
Financial Advisor
CitiFinancial
01.2007 - 01.2012
Vacation Rental Cleaner
Self Employed Services
01.2001 - 12.2006
Associate of Science - Fine Arts And Psychology
UNCW