Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brooklyn Moffitt

Cleburne,TX

Summary

Dynamic entrepreneur and seasoned Financial Advisor with a proven track record at BeezBundlesnMore and Primerica. Excelled in building customer relationships and financial portfolio management, showcasing strong negotiation and sales strategy skills. Achieved consistent customer satisfaction through innovative solutions and strategic business marketing, demonstrating an entrepreneurial personality and keen financial acumen.

Overview

8
8
years of professional experience

Work History

Business Owner

BeezBundlesnMore
01.2023 - Current
  • Established strong customer relationships through excellent communication and attentive service.
  • Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.

Financial Advisor

Primerica
01.2020 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Caregiver

Private Care
02.2018 - 01.2021
  • Assisted clients with activities of daily living, promoting independence and quality of life.
  • Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
  • Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
  • Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.

Mental Health Technician

Bryce Hospital
06.2016 - 03.2019
  • Performed scheduled patient safety checks and documented results to establish patients' well-being.
  • Helped patients with meals, activities of daily living (ADLs) and facility transfers to promote security and patient well-being.
  • Provided crisis intervention and de-escalation techniques for patients experiencing emotional distress or exhibiting aggressive behaviors.
  • Applied de-escalation and limit-setting techniques to promote patient cooperation.
  • Observed patient behaviors and mental status and notified RN of unusual or potentially dangerous occurrences.
  • Monitored patients'' progress, documenting changes in behavior and updating treatment plans accordingly.

Education

Bachelor of Science - BSN RN

Southwestern Adventist University
Keene, TX

Associate of Science - General Studies

Hill College
Cleburne, TX
05-2022

Skills

  • Entrepreneurial personality
  • Purchasing and planning
  • Bookkeeping
  • Negotiation
  • Sales strategics
  • Business marketing

Timeline

Business Owner

BeezBundlesnMore
01.2023 - Current

Financial Advisor

Primerica
01.2020 - Current

Caregiver

Private Care
02.2018 - 01.2021

Mental Health Technician

Bryce Hospital
06.2016 - 03.2019

Bachelor of Science - BSN RN

Southwestern Adventist University

Associate of Science - General Studies

Hill College

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Brooklyn Moffitt