Brad Robinson
Mount Laurel,USA
Summary
Experienced in leading diverse teams of managers, soldiers, and inmates, consistently achieving exceptional results throughout my career. Results-driven financial professional with a strong background in offering comprehensive financial guidance to clients. Expertise in developing customized financial strategies that enhance clients\' financial well-being. Prioritizes teamwork and adaptability to ensure optimal outcomes, leveraging skills in financial analysis and client relationship management.
Overview
42
42
years of professional experience
1
1
Certification
Work History
Financial Counselor
MKS2 Technologies
03.2024 - Current
- Provide individual financial counseling to meet the needs of transitioning soldiers and family members before they transition from the Active Army or Reserve Components
- Provide information on banking, debt management, health care, college saving plans, home ownership, budgeting, use of credit, insurance, investing, tax and estate planning, and other matters that impact the financial readiness of transitioning soldiers and their families
- Conduct 4-6 hour financial planning workshops using the existing curriculum to groups of approximately 50 soldiers and family members in connection with mandatory Veterans Opportunity to Work (VOW) Act/Career Readiness Standards (CRS) activities which include a budget
- Coordinate use of classroom, set-up of classroom, and provision of training material
- Regularly provide follow-up one-on-one financial counseling to clients who request assistance
- During financial counseling, address the specific needs and interests of soldiers and family members, including the evaluation of individual or family income and expenditures and recommendations for short and long-term actions to achieve financial goals
- Assist clients in managing complex financial issues, e.g., relocation, asset allocation, transition/retirement, eviction, garnishment, repossession, and coordinate solutions with applicable military and civilian agencies
- Prepare monthly reports describing all financial planning activities and record the number of transitioning soldiers and family members attending workshops and individual sessions
- Assist Contract Installation Manager (CIM) with delivering Commanders reports and notifying clients of eligibility to begin services while also notifying clients of missed requirements for VOW/CRS
- Complete all mandatory Government training
- Safeguard PII
- File records according to the Army Records Information Management System
- Upload information into the Interactive Personnel Electronic Records Management System (after training received from the Government)
- Participate in sustainment training events as offered
- TDY to Carlisle Barracks an West Point for financial planning workshop
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
- Increased client confidence in managing personal finances by providing tools and resources for long-term success.
- Streamlined counseling processes by implementing efficient record-keeping systems and communication tools.
- Conducted interviews with service members and family members and answered questions regarding insurance benefits.
- Strengthened client understanding of complex financial concepts using clear explanations and real-life examples.
- Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
- Assessed client financial situation and explored background through one-on-one interview process.
- Improved client financial stability by assessing their financial situations and developing tailored plans.
- Managed caseload effectively, ensuring timely follow-up appointments and communication with clients.
Computer Operator/Manager
AAFES Main Exchange
12.2021 - 03.2024
- Payroll Kronos biweekly Schedule 69 Associates in 9 General Areas Subject Matter Expert Payroll for main store 2 express stores 4 food court operations and retail store in Greenland
- Open and close as manager on duty at the main exchange, pointman for veteran activities and recruiting
- Prepare new associates at on-board
- Research and analysis of financials Budget man hours and productivity Accountability of cash in vault
- Maintained a high level of accuracy in data entry tasks, resulting in improved overall data quality.
- Maintained spreadsheets of data across multiple systems.
- Generated reports covering details about data, system operation, and error monitoring.
- Processed requests for service from internal and external customers.
- Improved system efficiency by monitoring computer performance and troubleshooting issues as they arose.
- Reacted calmly during times of highly stressed or emergency situations.
- Boosted productivity by providing technical support to users, resolving issues in a timely manner.
- Streamlined operations with routine maintenance tasks, such as updating software and hardware components.
- Reduced downtime by proactively identifying potential issues and taking corrective actions before problems escalated.
- Reduced error rates in data processing with implementation of stringent quality control measures.
- Strengthened security measures, conducting regular system audits to identify and mitigate potential vulnerabilities.
- Ensured seamless data processing by meticulously monitoring and operating computer systems.
- Fostered culture of continuous improvement, regularly reviewing and optimizing operational protocols.
- Facilitated smooth cross-department communication by serving as liaison for system-related inquiries and issues.
- Elevated team knowledge and skills by providing colleagues with hands-on training on new software and systems.
- Trained and supported end-users with software, hardware, and network standards and use processes.
Cook Supervisor
FCI Fort Dix
02.1995 - 10.2022
- 26 years armed and unarmed inmate escort
- Primary responsibility is to provide supervision, safety instruction to 45-50 inmate workers who are assigned the duties of cooks, butchers, bakers, dining and dish workers, vegetable preparation workers, and pot and pan washers
- Assign and explain work requirements and operating instructions to subordinates with deadlines and sequence of work
- Improved staff productivity by providing clear instructions, guidance, and constructive feedback on their performance.
- Continuously evaluated inmate performance levels through regular assessments, identifying areas for improvement and providing targeted coaching.
- Implemented effective time-management strategies within the kitchen team, enabling smoother meal preparation during peak hours.
- Exceeded health inspection standards consistently by maintaining a stringent focus on cleanliness and sanitation practices throughout the kitchen space.
- Optimized kitchen workflow by assigning tasks based on employees'' strengths and abilities, maximizing productivity.
- Successfully balanced competing priorities in a high-pressure environment by efficiently delegating tasks to the team and maintaining clear lines of communication.
- Scheduled and rotated inmate for adequate coverage and fair distribution of workload.
- Familiarizes the inmate workers assigned to the Food Service Department with overall operation, safety, explaining how the positions work together to create an efficient operation
- Provide continual training to the inmate workers in order to update their knowledge in all phases of production, presentation, safety and sanitation of food items
- Involved in maintaining total compliance with the Standards of Food Operations as set by the American Correction Association, Bureau of Prisons Program Statements, Operation Memorandums, and local institution supplements
- Responsible for security operations such as key control, yeast control, knife and blade control, and inmate accountability
- Responsible for timely and accurate counts
- Responsible for training inmates in the safe operation of a variety of food service equipment in the preparation and delivery of meals
- Oversee the receiving, storing, and issue of all food and non-food items
- Provides weekly safety programs and training to inmate workers
- Ensured consistent food quality with strict adherence to recipes, portion control, and presentation standards.
- Trained new hires in proper cooking techniques, equipment usage, and safety protocols, increasing overall team proficiency.
Infantry Platoon Sergeant
B Co 1/103
06.1983 - 11.2014
- Training and safety for Bradley Fighting Vehicle and all other platforms to deliver infantry soldiers into battle
- Responsible for the morale, health, and training of a 43-man Bradley Mechanized Platoon
- Acted as First Sergeant in his absences
- Serve as the principal advisor to the First Sergeant and Commander
- Maintains the highest state of combat readiness regardless of conditions and personnel changes
- Enhanced unit readiness by conducting rigorous training exercises and maintaining strict adherence to standards.
- Maintained high levels of discipline and morale within the platoon through effective communication, mentorship, and team-building activities.
- Coordinated logistical support for the platoon during deployments to ensure timely resupply of ammunition, food, water, fuel, and medical supplies.
- Increased situational awareness for commanders by providing real-time intelligence updates on enemy positions during reconnaissance patrols.
- Elevated physical fitness standards within the platoon by designing and implementing challenging training programs that focused on strength, endurance, and functional movement.
- Managed personnel administration tasks such as evaluations, promotions, awards recommendations, leave requests, and disciplinary actions to maintain a well-organized platoon structure.
- Reinforced the importance of ethical decision-making in high-stress environments with frequent discussions on the laws of armed conflict, rules of engagement, and established codes of conduct.
- Enabled seamless integration with allied forces by fostering strong relationships between multinational partners during joint operations or training events.
- Fostered an environment of mutual respect and trust among diverse team members by modeling exemplary behavior, open communication, and empathy towards individual challenges.
- Leveraged superior knowledge of tactics to advise junior leaders in the execution of complex battle drills such as ambushes or raids against enemy targets.
- Sustained 100% accountability of personnel and equipment by implementing comprehensive inventory management systems.
- Improved platoon performance through consistent evaluation, feedback, and tailored leadership development plans for each soldier.
- Cultivated a culture of safety within the platoon by enforcing strict adherence to risk management procedures during all training events and operational missions.
- Ensured mission success with thorough pre-mission planning, rehearsals, and after-action reviews.
- Expedited decision-making processes for higher headquarters with accurate reporting on various aspects of battlefield conditions including enemy activity patterns and terrain analysis.
Education
Associate's Degree - Food and Hospitality Management
Pennsylvania College Of Technology
Williamsport, PA05.1986
Skills
- Financial counseling
- Budget planning
- Retirement planning
- Financial advice
- Debt management
- Financial literacy
- Time management
- Multitasking and organization
Certification
- Certified financial counseling, 03/01/24, 03/01/26
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Financial Counselor
MKS2 Technologies
03.2024 - Current
Computer Operator/Manager
AAFES Main Exchange
12.2021 - 03.2024
Cook Supervisor
FCI Fort Dix
02.1995 - 10.2022
Infantry Platoon Sergeant
B Co 1/103
06.1983 - 11.2014
- Certified financial counseling, 03/01/24, 03/01/26
Associate's Degree - Food and Hospitality Management
Pennsylvania College Of Technology
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