Professional with high standards and focus on achieving impactful results. Known for delivering strategic insights and actionable business plans that drive growth. Collaborative team player with strong emphasis on adapting to evolving business needs. Expertise in financial planning and market analysis.
Overview
8
8
years of professional experience
Work History
Business Advisor
ROK Financial
Great River, NY
01.2026 - Current
Advised clients on financial products tailored to meet their unique needs.
Conducted thorough market research to identify potential business opportunities for clients.
Facilitated client onboarding processes to ensure smooth integration into services offered.
Utilized CRM software to manage client interactions and track sales activities accurately.
Increased client satisfaction by providing tailored business advice and strategies for growth.
Recommended initiatives to improve performance and maximize return on sales incentives.
Reduced costs by identifying inefficiencies in client businesses and proposing targeted solutions.
Resolved complex client issues through effective problem-solving strategies and timely follow-ups.
Sales/Customer Service Specialist
900 Commerce Dr #310, Oak Brook, IL 60523
Oak Brook, IL
01.2022 - 02.2025
Building and managing a client portfolio while maintaining strong relationships with new and existing clients.
Generating leads, conducting outreach, and engaging potential customers via technology.
Presenting our products or services to clients along with articulating their value to close sales and secure long-term contracts.
Collaborating with internal departments to ensure client satisfaction and seamless integration of client feedback.
Keeping accurate and detailed records of sales activities and performance metrics in our CRM system and ensuring up-to-date and accessible information.
Supervisor
935 Maple Avenue, Downers Grove, IL 60515
Downers Grove, IL
08.2019 - 06.2022
Design and deliver engaging lessons, content and materials, in line with standard curriculums and teaching standards.
Provide a safe, enriching, engaging environment for students.
Evaluate student progress and prepare reports for parents and other members of staff.
Collaborating with teaching staff, stakeholders or governors.
Manage student behavior with behavior management plans, keep records of behavior, and monitor progress and signposting to necessary services.
Keep up to date with essential policies and standards, including child protection and safeguarding.
Administrator
935 Maple Avenue, Downers Grove, IL 60515
Downers Grove, IL
01.2018 - 01.2021
Created and maintained electronic and paper filing systems.
Answered customer inquiries and resolved customer issues.
Managed day-to-day tasks, including filing, data entry, and customer service.
Handling phone calls.
Education
MBA - Business Administration
Aurora University
Aurora, IL
05.2027
Associates in Arts - undefined
College of Dupage
01.2022
Skills
COMPUTER LITERACY
INTERPERSONAL SKILLS
50 WPM
TIME MANAGEMENT
CHILD/ADOLESCENT DEVELOPMENT
STAFF COORDINATION
Strategic planning
Project management
Business analysis
Organizational skills
SALES
Management
Planning and execution
Customer service management
Accomplishments
Achieved commisson by completing BOOST processes with accuracy and efficiency.
Achieved Referal Partners through effectively helping with LinkedIn.
Documented and resolved sales issues, which led to positive results in the sales enviroment.
Achieved Referral Partners by introducing CRM for Sales tasks.