Summary
Overview
Work History
Education
Skills
Skills
Certification
Languages
Websites
Accomplishments
References
Timeline
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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
Ukraine
12.2015

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
Anna Kulyk