Anna Kulyk
Warrington,PA
Summary
Seasoned Financial Advisor with a proven track record at New York Life Insurance Company, adept in financial planning and customer service. Excelled in workflow optimization and relationship building, enhancing client financial goals and team efficiency. Skilled in schedule management and training, achieving significant improvements in productivity and client satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
New York Life Insurance Company
Horsham, PA
04.2024 - Current
- Conducted a detailed analysis of the client's current financial situation, including risk assessment, cash flow management, and retirement planning.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Recommended strategies to clients to help achieve financial goals.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Planner
Fluitron
Hatboro, PA
06.2023 - 01.2024
- Partnered with suppliers, buyers, schedulers, shipping and receiving, quality, and production teams to promote timely delivery, availability, and materials usage for optimal production.
- Managed timelines for the completion of tasks assigned by upper management.
- Scheduled supply of materials, meeting production schedules and minimum safety stock levels.
- Created detailed reports outlining the current status of projects, and identified areas for improvement or optimization.
Production Supervisor
SP Industries
Warminster, PA
08.2022 - 06.2023
- Resolved issues quickly to maintain productivity goals.
- Established clear priorities and production quality standards.
- Maximized performance by monitoring daily activities, and mentoring team members.
- Established and updated work schedules for changing staff levels, and expected workloads.
- Prepared in advance for, and addressed, production problems, material deficits, equipment failures, and unavoidable delays.
- Supervised a team of 20+ employees, ensuring tasks were completed efficiently and accurately.
Supervisor
Peregrine Surgical LTD
06.2015 - 11.2021
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Evaluated employee performance and coached and trained to improve weak areas.
- Maintained compliance with company policies, objectives and communication goals.
- Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
- Interviewed, hired and trained new employees for production positions.
Pharmacist
Nova Apteka
Kyiv, Ukraine
07.2012 - 06.2014
- Interpreted prescription orders, dispensed medications, and counseled patients on drugs.
- Educated patients about possible drug interactions, and gave special administration instructions.
- Organized inventory control systems to maintain adequate stock levels for all products carried by the pharmacy.
- Collaborated with healthcare providers to develop and implement patient-specific medication plans.
Education
Bachelor of Science - Pharmacy
Kiev National University
Ukraine12.2015
Skills
- Schedule management
- Train employees
- Manufacturing processes
- Disciplinary action
- Workflow Optimization
- Materials management
- Relationship building and management
- Customer service
- Financial planning
Skills
- Critical Thinking
- Monitor Production
- Multitasking
Organization skills
- Data visualization
- Flexibility
- Self-motivated
- Brainstorming
- Curiosity
Certification
- Accident and Health, Life and Fixed Annuities
Languages
English
Full Professional
Ukrainian
Native/ Bilingual
Russian
Native/ Bilingual
Accomplishments
- Career builder award
References
References available upon request.
Timeline
Financial Advisor
New York Life Insurance Company
04.2024 - Current
Planner
Fluitron
06.2023 - 01.2024
Production Supervisor
SP Industries
08.2022 - 06.2023
Supervisor
Peregrine Surgical LTD
06.2015 - 11.2021
Pharmacist
Nova Apteka
07.2012 - 06.2014
Bachelor of Science - Pharmacy
Kiev National University
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