Amy Scott
Afton
Summary
Strategic owner/operator with a proven track record in financial management and contract negotiation, driving revenue growth and enhancing customer satisfaction.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Owner/Operator
Shore Thing, LLC
Afton
01.2021 - Current
- Established profitable freight rates through direct negotiations with brokers and shippers, contributing to annual gross revenue increases year over year.
- Established long-term relationships with customers by promoting great service and engagement skills and quickly resolving issues.
- Oversaw scheduling and resource allocation to optimize workflow efficiency.
- Managed business financials, including FMCSA reporting, fuel surcharge calculations, and expense tracking.
- Monitored financial performance of the business on a weekly basis to ensure fiscal responsibility.
- Calculated net income and adjusted strategies to increase income and bottom-line profits.
- Negotiated contracts with clients for products or services rendered by the company.
Financial Advisor
Merrill Lynch
Tulsa
03.2015 - 08.2021
- Oversaw $8 billion in asset portfolios for institutional and retail clients.
- Directed captive insurance market initiatives for enhanced asset growth.
- Facilitated client meetings to discuss financial goals and strategies.
- Complex comprehensive financial planning.
- Managed and executed all trade orders.
- Assisted clients in navigating options for life insurance policies.
- Evaluated earnings performance to provide clients with in-depth ratings.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
Senior Registered Client Associate
Merrill Lynch
Tulsa
08.2002 - 03.2015
- Managed client accounts and ensured compliance with regulatory requirements.
- Collaborated with team members to streamline administrative processes and workflows.
- Utilized financial software tools to analyze market trends and investment options effectively.
- Managed multiple projects simultaneously while ensuring accuracy of work product.
- Assisted in developing strategies for increasing sales revenue through cross selling activities.
- Prepared performance reports and conducted portfolio reviews for clients.
- Monitored client portfolios on a regular basis to ensure compliance with established investment objectives.
Registered Client Associate
Salomon Smith Barney
Oklahoma City
05.2000 - 08.2002
- Assisted financial advisors with preparing client portfolios and investment strategies.
- Developed and maintained strong relationships with clients to foster loyalty and trust.
- Handled confidential information with discretion and professionalism.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Performed administrative duties such as filing documents and preparing correspondence.
- Promoted business to increase customer base and grow revenue.
Buyer
ClimateMaster
Oklahoma City
04.1998 - 05.2002
- Negotiated contracts to secure favorable terms and pricing for materials.
- Collaborated with cross-functional teams to forecast inventory requirements.
- Managed purchase orders to ensure timely delivery of goods and services.
- Implemented cost-saving strategies by optimizing supplier relationships and procurement processes.
- Maintained accurate records of purchases and inventory levels for reporting purposes.
- Developed relationships with vendors to secure better prices and payment terms.
- Requested pricing quotes from suppliers to determine best source of supply.
Buyer and Customer Service
Connecting Point Technology Center
Stillwater
06.1994 - 04.1998
- Managed vendor relationships, facilitating timely product delivery and consistent supply chain reliability.
- Negotiated pricing and terms with suppliers to optimize procurement costs.
- Oversaw invoicing and payment operations, ensuring accuracy and timely processing to maintain vendor trust.
- Oversaw front store management for accessories, enhancing operational efficiency.
- Delivered exceptional customer service to foster client loyalty.
- Managed inventory and merchandising to enhance product visibility and support sales objectives.
- Trained staff on customer engagement strategies to improve sales performance.
Education
Bachelor of Science - Agricultural Economics
Oklahoma State University
Stillwater, OK12-1996
Skills
- Freight rate analysis
- Contract management
- Budget management
- Fleet management
- Client relationship management
- Resource management
- Operational planning
Certification
- Finra Series 7, 63, 65
Timeline
Owner/Operator
Shore Thing, LLC
01.2021 - Current
Financial Advisor
Merrill Lynch
03.2015 - 08.2021
Senior Registered Client Associate
Merrill Lynch
08.2002 - 03.2015
Registered Client Associate
Salomon Smith Barney
05.2000 - 08.2002
Buyer
ClimateMaster
04.1998 - 05.2002
Buyer and Customer Service
Connecting Point Technology Center
06.1994 - 04.1998
Bachelor of Science - Agricultural Economics
Oklahoma State University