Annie Beya
4525 Arum Park, Lexington,United States
Summary
Licensed financial professional with a focus on client portfolio management and tailored financial planning. Proficient in financial data analysis and risk assessment, enhancing client satisfaction and investment outcomes. Over five years of experience driving business insights through budgeting, forecasting, and strategic planning.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed financial professional
World Financial Group Wfg
Lexington , KY
03.2021 - Current
- Developed personalized financial plans based on client goals and risk tolerance.
- Advised clients on financial products and services tailored to their needs.
- Educated clients on insurance options and retirement planning strategies, empowering informed decision-making.
- Facilitated client meetings to review portfolio performance, refining strategies to align with client objectives.
- Created portfolios tailored to each client's individual needs and goals.
- Assisted clients with retirement planning by providing advice on savings options and tax-advantaged accounts.
- Analyzed financial data and prepared detailed reports for clients.
- Prepared presentations for prospective investors highlighting the benefits of investing in a particular product or service.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Assisted in compliance processes to ensure adherence to industry regulations.
EVS Technician
Baptist Health Lexington
Lexington, KY
09.2022 - 11.2024
- Trained new team members on safety protocols and operational procedures.
- Ensured cleanliness and sanitation in patient areas and common spaces, contributing to a safe and welcoming environment.
- Assisted in inventory management of cleaning supplies and equipment maintenance.
- Collected and disposed of biohazard waste according to OSHA regulations.
- Inspected rooms for cleanliness prior to guest arrival.
- Facilitated training of new staff on cleaning techniques and standards, enhancing team performance and service quality.
- Performed routine inspections of areas for potential hazards or cleanliness issues, ensuring compliance with safety regulations.
- Performed regular inspections of assigned areas for cleanliness and sanitation, ensuring compliance with safety regulations.
- Maintained janitorial supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders; verifying receipt.
- Transported hazardous waste materials to approved disposal sites in accordance with company policies and legal regulations.
- Participated in recycling programs within the facility.
- Replaced light bulbs and fuses upon supervisor request.
- Assisted with fieldwork such as permitting, inspections, groundwater sampling, and soil sampling.
- Facilitated environmental site assessments and recommended remediation plans.
- Designed systems and components to reduce negative environmental impacts.
- Collected refuse from designated areas according to established schedules.
- Prepared engineering-related calculations and drafted drawings and visual aids.
- Repaired minor plumbing issues such as clogged drains or leaking faucets.
- Reduced cleaning time significantly while maintaining company quality standards.
- Complied with company policies regarding safe storage of chemicals.
- Disassembled and assembled equipment for proper cleaning.
- Applied industrial chemicals safely to clean surfaces in various environments.
- Mixed and diluted caustic chemicals for use in industrial cleaning.
- Addressed minor maintenance issues, reporting more serious conditions to supervisors for attention from maintenance technicians.
Order Management Specialist
Scentsy INC
Lexington, KY
06.2020 - 04.2022
- Processed customer orders efficiently using Scentsy's order management system.
- Coordinated with shipping teams to ensure timely delivery of products.
- Managed inventory levels and assisted in stock replenishment efforts.
- Communicated with customers to resolve order discrepancies and inquiries.
- Maintained accurate records of orders and customer interactions in database.
- Assisted team members in training on order processing protocols and systems.
- Collaborated with sales team to support promotional campaign orders effectively.
- Monitored order fulfillment status and escalated issues as necessary for resolution.
- Fielded incoming calls and emails from customers and sales representatives and verified clear and complete communication among involved parties.
- Reviewed customer orders for accuracy and completeness prior to processing.
- Analyzed customer feedback to improve ordering process and enhance customer satisfaction.
- Tracked progress of orders throughout the supply chain lifecycle from initial purchase through final delivery.
- Provided support for sales teams by responding quickly to inquiries regarding product availability and pricing information.
- Developed streamlined processes that ensured timely and accurate order fulfillment.
- Identified cost-saving opportunities in order management through efficiency improvements and vendor negotiations.
- Assisted with forecasting future demand based on historical trends and market research data.
- Evaluated current systems and procedures for effectiveness in meeting customer needs.
- Managed intercompany material transfers across program repair facilities, and monitored through pick, inspect, pack, and ship processes.
- Coordinated with vendors and suppliers to ensure product availability and delivery timelines were met.
- Strengthened traceability by developing organizational filing systems for shipping and order fulfillment records.
- Pulled correct product from inventory to pack into appropriate box for customers.
Shipping Associate
Galls LLC
Lexington, KY
06.2018 - 06.2020
- Operated warehouse equipment to move and organize inventory efficiently.
- Collaborated with team members to ensure timely order fulfillment.
- Assisted in training new associates on safety protocols and operational tasks.
- Created labels for outgoing packages according to customer requirements.
- Verified customer orders, labels, and documentation prior to shipment to prevent delays.
- Collaborated with the warehouse team to ensure accurate shipping of orders.
- Arranged final products in designated areas for efficient shipment preparation.
- Scanned and tracked all packages for shipment using tracking software.
- Trained new employees on proper packing techniques for fragile items.
- Ensured compliance with applicable safety regulations when handling heavy loads.
- Managed inventory levels and organized products in designated warehouse areas.
- Operated forklifts and pallet jacks to move materials safely throughout the facility.
- Collaborated with vendors to resolve shipping discrepancies, ensuring timely and accurate deliveries.
- Loaded and unloaded trucks using appropriate material handling equipment.
- Stacked boxes on pallets according to size and weight specifications.
- Formulated strategies that streamlined shipping processes, enhancing overall operational efficiency.
- Organized storage areas to maximize movement and minimize labor.
- Reviewed accuracy of invoices and bills of lading.
- Monitored daily shipping schedules to meet deadlines for timely delivery of goods.
- Obtained required documentation to process shipments and support movement.
- Resolved customer complaints regarding shipping issues in a timely manner.
- Investigated inventory discrepancies to maintain recordkeeping validity.
- Compared bills of lading against actual merchandise received, inspected for damaged goods and coordinated distribution to correct departments.
- Scheduled large shipments and planned logistics to reserve sufficient storage space for incoming items.
- Corresponded with establishment representatives to rectify damages, shortages or nonconformance to specifications.
- Compared shipping routes or methods to determine least environmental impact.
Education
Bachelor of Science - Econometrics And Quantitative Economics
Higher Institute of Statistics
DR Congo07-2005
Skills
- Investment analysis
- Client portfolio management
- Investment strategies
- Asset allocation
- Equity valuation
- Alternative investments
- Securities trading
- Credit analysis and financial services
- Risk assessment and compliance
- Mergers and acquisitions
- Investment sales strategies
- Client acquisition strategies
- Business development
- Client relationship management
- Client interviewing
- Product cross-selling
- Attention to detail
- Problem solving
- Team collaboration
- Effective communication
- Presentation skills
- Audits
- Securities
- Investments
- Product cross-selling
Affiliations
I love
- reading
- travelling
- music
- spending time with my family
Accomplishments
Receive many awards including employee of the month, rising star award and team player award
Certification
- Life and Health licenses in Kentucky and many other states ( OK , DE, ME, IA, TX, VA, WA, ID, OH, MD, NY, NC, GA, PA, TN
Education and Training
other
Languages
- English
- French
- Swahili
- Lingala
Timeline
EVS Technician
Baptist Health Lexington
09.2022 - 11.2024
Licensed financial professional
World Financial Group Wfg
03.2021 - Current
Order Management Specialist
Scentsy INC
06.2020 - 04.2022
Shipping Associate
Galls LLC
06.2018 - 06.2020
Bachelor of Science - Econometrics And Quantitative Economics
Higher Institute of Statistics