Bonnie McNeill
Oldsmar,Florida
Summary
Natural leader with proven record of exceeding sales targets and driving customer service excellence. Skilled in training and mentoring new associates on methods and techniques to build customer retention and boost loyalty. Passionate about helping customers and delivering exceptional experiences with every interaction. Nicknamed the "Rainmaker" for marketing skills resulting in financial growth.
Overview
21
21
years of professional experience
Work History
Company Owner
McNeill Investment Properties, LLC
Colorado, Florida
01.2019 - Current
- Residential Real Estate company that renovates dilapidated homes and focuses on ROI for Investors
- Slashed materials cost by 20% negotiating with vendors
- Created a team of contractors, sub-contractors, real estate agents, funding resources, and wholesalers eager for success., to Field Vice President
- Applied strict attention to detail scheduling meetings, updating calendar, making travel arrangements, handling correspondence via email, letter, phone
- Special event planning and coordinating of holiday parties, client acquisition events, systems training classes, recruiting events, and staff events
- Volunteered to organize, schedule, budget, and coordinate a team building getaway for regional offices in 3 different states
- Conflict resolution, hiring and firing of staff, Human Resource records, Conducted Performance Evaluations.
Life Coach
Self
01.2021 - Current
- Current Programs and Focus Studies - Florida
- Currently obtaining, Life Coach Certification
- Enrolled in “Unwavering Focus” course by Dandipani
- Spanish; Real Estate and Investment; House Management.
BUSINESS OWNER
Transportation
Colorado
01.2011 - 01.2021
- Operated a successful transportation business without any prior training
- Displayed outstanding communication and customer service skills by maintaining a 5-Star Rating
- Performed in excess of 15K rides
- Performed in the top 5% of Colorado drivers
- Provided free rides to those in need.
OPERATIONS MANAGER
Ameriprise Financial Services, Inc
Denver, CO
01.2005 - 01.2011
- A Fortune 500 company specializing in Financial Planning and Wealth Management
- Creation and implementation of new calendar management for advisor assistants, supervision of staff, ensured compliance policy and procedures are followed, updated expense and performance reports of 40 Financial Advisors.
Education
B.A. - Theatre
Oklahoma Christian College
Edmond, OKSkills
TECHNICAL
- MS Outlook
- Excel
- Word
- PowerPoint
- Adobe
⠀
BUSINESS
- Operations and Project Management
- Excellent Written and Oral Communication
- Scheduling & Calendar Management
- Executive & Administrative Assistance
- Special Event Planning
- Marketing
PERSONAL
- Discrete
- Proactive
- Resolution Driven
- Emotionally Intelligent
- Professional
- Conscientious
PERSONAL
- Discrete
- Proactive
- Resolution Driven
- Emotionally Intelligent
- Professional
- Conscientious
PERSONAL
- Discrete
- Proactive
- Resolution Driven
- Emotionally Intelligent
- Professional
- Conscientious
PERSONAL
- Discrete
- Proactive
- Resolution Driven
- Emotionally Intelligent
- Professional
- Conscientious
PERSONAL
- Discrete
- Proactive
- Resolution Driven
- Emotionally Intelligent
- Professional
- Conscientious
Additional Information
AWARDS & CERTIFICATES: Certified Event Planner - Scored top in country for following Wealth Management Compliance rules and regulations - Certificate of recognition for contacting over 3K clients in a single month - Nationally recognized for redesign of conference room and client event space - Recognized in top 5% of Colorado drivers based on performance
Timeline
Life Coach
Self
01.2021 - Current
Company Owner
McNeill Investment Properties, LLC
01.2019 - Current
BUSINESS OWNER
Transportation
01.2011 - 01.2021
OPERATIONS MANAGER
Ameriprise Financial Services, Inc
01.2005 - 01.2011
B.A. - Theatre
Oklahoma Christian College
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