Analissa Hensley
Lebanon,TN
Summary
Bachelor of Science in Business Administration - Management with six plus years in management and customer service excited to pursue a career that will challenge and allow growth for future advancement.
Overview
10
10
years of professional experience
Work History
Workplace Planning Consultant
Fidelity Investments
Westlake, Texas
12.2022 - 09.2023
- Advised 401(k) participants on growth strategies and wholistic planning.
- Developed personalized financial plans tailored to individual goals and risk tolerance.
- Conducted in-depth analysis of investment portfolios to optimize performance and minimize risk.
Workplace Planning Sales Associate
Fidelity Investments
Westlake, Texas
03.2022 - 12.2022
- Initiated planning conversations with 401(k) participants.
- Earned SIE, Series 7, and Series 66 financial licenses to enhance knowledge and expertise in the financial industry.
Accounting Assistant
Aerowave Technologies
Lewisville, TX
12.2020 - 03.2022
- Coded invoices to maintain organized and accurate records, prepared checks, and resolved purchase orders.
- Prepared and reviewed monthly financial statements.
- Communicated with vendors and clients to facilitate timely payments, and reduce outstanding accounts receivable.
- Reconciled company credit cards, expense accounts, and other expenses and financial records.
Stay - at - Home Parent
Self
Frisco, TX
05.2018 - 12.2021
- Spent the past two years parenting two baby girls.
Operations Supervisor
Coast Flight Training
San Diego, CA
12.2016 - 05.2018
- Oversaw day to day operations such as aircraft maintenance, dispatching, billing, and scheduling.
- Identified over $75k of lost revenue.
- Managed over 100 students and 20 flight instructors.
- Worked with upper management to ensure maximum efficiency and productivity to generate the highest volume of revenue for the organization.
- Developed and oversaw strategies for improving operational efficiency and accuracy.
Product Specialist
Motor City Lexus Of Bakersfield
Bakersfield, CA
10.2013 - 12.2016
- Maintained a 100 percent rating on customer satisfaction surveys.
- Contributed to Motor City Lexus' record-breaking month.
- Successfully held gross and exceeded monthly quota of eight units per month.
- Scheduled appointments, built lifelong customer relationships, and converted clients into repeat customers.
- Pursued over 20 customers a day through lead generation and cold calling.
Education
Bachelor of Science - Business Administration And Management
California State University - Bakersfield
Bakersfield, CA2 2013
Skills
- Exceptional customer service
- Adaptable
- Resourceful problem solver
- Meticulous attention to detail
- Strong organization
- Team player and ability to work independently
Timeline
Workplace Planning Consultant
Fidelity Investments
12.2022 - 09.2023
Workplace Planning Sales Associate
Fidelity Investments
03.2022 - 12.2022
Accounting Assistant
Aerowave Technologies
12.2020 - 03.2022
Stay - at - Home Parent
Self
05.2018 - 12.2021
Operations Supervisor
Coast Flight Training
12.2016 - 05.2018
Product Specialist
Motor City Lexus Of Bakersfield
10.2013 - 12.2016
Bachelor of Science - Business Administration And Management
California State University - Bakersfield
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