Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chase Young

Atlanta,GA

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

14
14
years of professional experience

Work History

Financial Services Representative

Penn Mutual
03.2019 - Current
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.
  • Maintained updated records of all financial transactions to support traceability.
  • Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
  • Developed targeted marketing campaigns to attract new clients and expand market share within an region.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Financial Advisor

New York Life Insurance Co
02.2017 - 10.2018
  • 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.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.

Project Manager

Department Of Defence
02.2014 - 11.2017
  • Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
  • Planned, designed, and scheduled phases for large projects.
  • Met project deadlines without sacrificing build quality or workplace safety.
  • Established effective communication among team members for enhanced collaboration and successful project completion.
  • Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
  • Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout the engagement process.
  • Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
  • Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team''s ability to deliver results.
  • Achieved project deadlines by coordinating with contractors to manage performance.
  • Identified plans and resources required to meet project goals and objectives.
  • Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
  • Negotiated and managed third-party contracts related to project deliverables.
  • Created accurate budgets based on resource requirements, allowing for optimal allocation of funds across all aspects of the projects.
  • Effectively managed scope creep by establishing clear boundaries on requested changes while keeping projects aligned with original objectives and budgets.
  • Implemented continuous improvement initiatives to optimize project outcomes while maintaining costeffectiveness.
  • Fostered a culture of innovation and creativity within the project team, leading to improved problem-solving capabilities and enhanced outcomes.

Project Coordinator

Mantech International Corp
04.2011 - 02.2014
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
  • Prepared meeting agendas and minutes for distribution and record keeping.
  • Played an active role in brainstorming sessions held for the purpose of generating innovative ideas/solutions which could potentially be incorporated into existing/new projects being undertaken by the company.
  • Managed budgets effectively, ensuring resource allocation was optimized for maximum project success.
  • Identified potential risks and developed mitigation strategies to minimize disruptions to project timelines.

Logistics Coordinator

Honeywell Technology Solutions
04.2010 - 02.2011
  • Monitored inbound and outbound freight operations to establish timely delivery of packages.
  • Generated documentation and information required for customer shipments.
  • Prepared and documented shipment activities and cargo movements to enable tracking history and maintain accurate records.
  • Tracked orders and notified customers of status or potential delays.
  • Scheduled and coordinated truck, ship and air transport to maximize productivity and maintain organized calendar.
  • Collaborated with sales and customer service teams to address client concerns and expedite orders when necessary.
  • Ensured compliance with industry regulations, reducing the risk of fines or penalties.
  • Coordinated shipping requests for expedited delivery and documented accurately to achieve correct billing.
  • Coordinated with suppliers to ensure timely delivery of goods, minimizing stockouts.
  • Adapted quickly to unexpected disruptions in the supply chain, developing contingency plans to minimize negative impacts on business operations.
  • Planned and supervised shipments from production to end-user and scheduled daily and weekly routes.
  • Conducted investigations to resolve issues related to logistics and cargo movements.

Education

Bachelor of Science - Accounting

Capella University
Minneapolis, MN
05.2017

Skills

  • Financial Services
  • Customer Relationship Management
  • Cash Management
  • Project Management
  • Strategic Planning
  • Retirement planning
  • Debt management
  • Investment strategies
  • Schedule Management
  • Stakeholder Communications
  • Problem-Solving

Timeline

Financial Services Representative

Penn Mutual
03.2019 - Current

Financial Advisor

New York Life Insurance Co
02.2017 - 10.2018

Project Manager

Department Of Defence
02.2014 - 11.2017

Project Coordinator

Mantech International Corp
04.2011 - 02.2014

Logistics Coordinator

Honeywell Technology Solutions
04.2010 - 02.2011

Bachelor of Science - Accounting

Capella University

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Chase Young