Motivated professional eager to embrace new challenges. Demonstrates a strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to work independently and rapidly acquire new competencies.
Overview
13
13
years of professional experience
Work History
Retirement Representative
Empower
Remote
11.2022 - 01.2026
Educated participants on retirement savings options and benefits, enhancing understanding of available resources.
Collaborated with financial advisors to align strategies with client-specific retirement goals, improving client engagement.
Responded to inbound inquiries regarding employer retirement plans, including contributions, withdrawals, and loans.
Delivered exceptional customer service, fostering client satisfaction and building long-term trust.
Maintained up-to-date knowledge of industry regulations and compliance standards.
Protected sensitive account information while conducting thorough account research.
Retirement Representative
Equity Trust Company
Remote
04.2020 - 10.2021
Provided guidance on retirement plan options for clients.
Guided clients through retirement plan inquiries and account management, ensuring clarity and understanding of options.
Assisted clients with enrollment in retirement savings programs.
Educated clients about financial planning and investment strategies.
Documented customer interactions, capturing key details from conversations, emails, and transactions to support service quality and follow-up.
High School Varsity & JV Assistant Coach
Open Door Christian Schools
Elyria, OH
09.2018 - 03.2020
Conducted practice sessions and provided instruction to players on technique, strategy, and performance.
Partnered with head coach on player evaluations and feedback sessions, supporting individual development.
Built strong relationships with students, promoting engagement and teamwork.
Contributed to the development of training programs for student-athletes, enhancing skill acquisition.
Participant Services Associate
Charles Schwab
Richfield, OH
04.2019 - 11.2019
Fostered relationships with participants through attentive and friendly customer service.
Handled client inquiries via phone and email, ensuring timely and accurate responses.
Worked with colleagues to enhance operational workflows, facilitating smoother processes.
Barista Trainer
Starbucks
Lorain, OH
09.2016 - 06.2022
Delivered on-site training for baristas in brewing techniques and customer service etiquette to improve customer satisfaction.
Trained new baristas on beverage preparation and customer service techniques.
Guided staff on product knowledge and effective customer interaction strategies to enhance service quality.
Facilitated workshops on espresso brewing and latte art for team engagement.
Performed regular skill assessments to verify adherence to company standards.
Ensured adherence to health and safety protocols during training sessions.
Men's Basketball Manager/Marketing Assistant
Indiana Wesleyan University
10.2012 - 04.2016
Secured two NAIA DII National Championships in 2014 and 2016.
Analyzed game film to identify improvement areas for players and overall team performance.
Managed equipment inventory and distribution for games and practices, ensuring readiness and availability.
Coordinated pre-game meals and post-game events, fostering team camaraderie and enhancing fan experience.
Collaborated with community organizations to enhance outreach programs, increasing fan engagement and attendance.
Mentoring Program Marketing Assistant
Indiana Wesleyan University
09.2014 - 04.2016
Coordinated and executed social media campaigns to significantly increase student engagement and outreach.
Managed email communications that successfully promoted university initiatives to target audiences.
Developed marketing materials that effectively communicated university events and programs.
Education
Bachelor's Degree - Sports Management
Indiana Wesleyan University
Marion, IN
04-2016
Bachelor's Degree - Business Administration
Indiana Wesleyan University
Marion, IN
04-2016
Skills
Customer service excellence
Communication skills
Relationship building
Conflict resolution
Coaching and training
Problem solving
Data analysis
Research proficiency
Microsoft Office proficiency
Data entry expertise
Multitasking
Interpersonal skills
Projects
YouTube Creator, 04/2017, Present
Hobbies and Interests
Building Community
Sports
Politics
Film
Animation
Travel
Art
Volunteer Experience
High School Varsity & JV Assistant Coach, Open Door Christian Schools, 09/2018, 03/2020, Elyria, OH