Amy Yates
Carlsbad,CA
Summary
Motivated business professional bringing 20 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members.
A little history to explain some gaps in time. I have taken time off for a complicated pregnancy and also have been fortunate to be a stay at home mom of and on throughout my career. I have assisted in starting 2 businesses and 1 of my own. I have owned a successful interior design business that staged properties, been a owner of a real estate company and financial services company. I have remained focused on my family and was able to stay home and retire these last 7 years. I am looking to get back into the workforce as my youngest has just left for college. I have varied experience and looking to start a new chapter and I am open to all opportunities.
Overview
31
31
years of professional experience
Work History
Interior Designer/Home Staging
Owner AY Design
Carlsbad, CA
06.2002 - 05.2015
- Participated in furniture selection and documentation of specifications.
- Transformed uninspiring areas into warm and inviting living spaces using various lighting fixtures, materials and products.
- Interfaced effectively with contractors and vendors to resolve issues and discuss ideas.
- Assisted clients with budget considerations and made recommendations for furniture, wall hangings and items.
- Carefully reviewed contractor submittals of finish materials.
- Carried out day-day-day duties accurately and efficiently.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Business Owner/Operator
Designers Choice Real Estate
Carlsbad, CA
03.2002 - 03.2009
- Oversaw end-to-end business processes to maintain proficiency and profitability.
- Served as primary point-of-contact with suppliers and contractors to achieve inventory expectations.
- Monitored staff performance, providing final-say assessment over inquiries.
- Served as principal stakeholder over organization's complete operations.
- Trained and motivated employees to perform daily business functions.
- Reconciled daily sales, returns and financial reports in QuickBooks.
- Provided financial management through preparation of bank deposits and settlement of sales, returns and transaction reports.
Business Owner /Operator
Blueprint Financial Group
Carlsbad, CA
03.2000 - 03.2009
- Oversaw end-to-end business processes to maintain proficiency and profitability.
- Monitored staff performance, providing final-say assessment over inquiries.
- Led screening, hiring and staff scheduling to maintain compliance with group goals.
- Trained and motivated employees to perform daily business functions.
- Provided financial management through preparation of bank deposits and settlement of sales, returns and transaction reports.
- Maintained motivated and well-paid sales team by calculating commission payments on time.
Retail Banking Officer
Marine Corp West Credit Union
Oceanside, CA
10.1993 - 07.1995
- Opened new accounts and made changes to existing accounts.
- Recommended strategies for clients regarding investment planning, insurance coverage and cash management.
- Examined ledger tickets for expenses and fees with accuracy and efficiency.
- Remedied gaps in financial planning based on client needs and suitability.
- Collaborated with compliance department to eliminate procedural errors and margin breaks.
- Maintained friendly and professional customer interactions.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
- Received loan and utility payments, sending funds to correct destinations.
- Carried out day-day-day duties accurately and efficiently.
Financial Services Represenative
Great Western Bank
Encinitas, CA
07.1995 - 02.1996
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Offered competitive commercial banking solutions and retail financing options.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Identified customer financial service needs to prepare proposals and sell services.
- Documented customer interactions and relationships using CRM systems.
Education
High School Diploma -
The Cedu School
Running Springs, CA06.1988
Skills
- Executive Leadership
- Business Correspondence
- Integrity and Transparency
- Intuit QuickBooks
- Microsoft Office 365
- Human Resources Oversight
- Business Administration
- Departmental Coordination
- Approachable and Outgoing
- Reliable and Loyal
- Adaptable and Flexible
- Client Advisory and Recommendations
- New Materials Research
- Space Planning
- Accessories Selection
Volunteer for Pug Rescue
I have previously fostered animals for this rescue and I have a sincere passion for animals and there well being.
Timeline
Interior Designer/Home Staging
Owner AY Design
06.2002 - 05.2015
Business Owner/Operator
Designers Choice Real Estate
03.2002 - 03.2009
Business Owner /Operator
Blueprint Financial Group
03.2000 - 03.2009
Financial Services Represenative
Great Western Bank
07.1995 - 02.1996
Retail Banking Officer
Marine Corp West Credit Union
10.1993 - 07.1995
High School Diploma -
The Cedu School
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