Ashley Quinones
Frisco
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
7
7
years of professional experience
Work History
Business Manager
Apex Retirement (Principal Financial)
10.2024 - Current
- Improve operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
- Create, maintain, and enter client account data into Salesforce.
- Manage and maintain required annual reviews for clients.
- Establish new clients and submit new account applications.
- Enhance new business and current business efficiency by implementing software like Zoominfo and Cirrus.
5th Grade ELAR Teacher
Frisco ISD
08.2023 - Current
- Plan and implement lessons in accordance with district, state and federal guidelines.
- Adapt curriculum materials according to state standards in order to ensure academic success.
- Implement technology into the curriculum to enhance student engagement and understanding of content material.
- Develop and implement differentiated instruction to meet the needs of all students in the classroom.
- Foster a positive learning environment by incorporating cooperative learning strategies, such as group work, into daily activities.
Business Manager
Helm Financial Group - Principal Financial
08.2018 - 10.2024
- Manage over 2500 clients in Salesforce.
- Create, maintain, and enter client account data into Salesforce. Performed day to day responsibilities for client accounts.
- Create process of managing client contact, data and compliance.
- Support client's by answering questions and setting meetings.
- Track and submit monthly compliance reports.
- Establish new clients and submit applications.
Career Coach
Career Tracks
08.2017 - 01.2020
- Assisted in planning and launching of Career Tracks
- Built curriculum and implemented in classroom settings and online
- Administered Strong Interest Inventory to Students
- Collaborated and directed Instructional Designers and Editors in design of curriculum and marketing
- Prepared reports and feedback for students.
Education
Bachelor of Science - Elementary Education
Grand Canyon University
Phoenix. AZ05.2023
Skills
- Process improvement
- Analytical thinking
- Customer relationship management
- Efficient in Salesforce
- Regulatory compliance
References
- Brian Helm - Principal Financial/Helm Financial Group, 214-995-7612, helm.brian@principal.com
- Jodi Jordan - Pink Elementary, Principal, 469-633-3500, jordanj@friscoisd.org
- Lori Davis - Sr. Manager - Global Field Enablement, Splunk, 469-682-5674, lkdavistx@gmail.com
- Tessa Tubbs - Career Tracks, 917-576-3438, tessa@careertracks.com
Timeline
Business Manager
Apex Retirement (Principal Financial)
10.2024 - Current
5th Grade ELAR Teacher
Frisco ISD
08.2023 - Current
Business Manager
Helm Financial Group - Principal Financial
08.2018 - 10.2024
Career Coach
Career Tracks
08.2017 - 01.2020
Bachelor of Science - Elementary Education
Grand Canyon University
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