CHEY O’BRIEN
Afton,Tn
Summary
- Project manager for mechanical equipment design, operation, and testing; equipment maintenance controller; logistics supervisor; personnel administration; budget analyst; and work force coordinator.
- Dedicated and detail-oriented financial representative with over 6 years of experience in financial planning, insurance strategies, and client relations. Helps clients achieve their financial goals by creating financial plans that combine insurance and investments.
Overview
11
11
years of professional experience
Work History
Financial Coach
Little By Little: Financial Coaching
07.2023 - Current
- Advise clients on financial planning, investment opportunities, and insurance products to help them achieve their financial goals.
- Conduct detailed financial assessments and develop customized financial plans based on client needs and risk tolerance.
- Provide and insurance advice, and recommend strategies based on the client's financial situation and needs.
- Build and maintain strong client relationships through regular communication and personalized service.
- Successfully increased client base by 80% through networking and client referrals.
Financial Rep.
04.2023 - 07.2023
- Attended conferences and seminars related to the finance industry in order to stay abreast of developments in the field.
- Worked with customers to determine needs, evaluate financial means, and check eligibility for products or services.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
Boat Mechanic
Rockingham Marina
11.2022 - 03.2023
- Maintained detailed records of repairs performed on each vessel in order to track costs and warranty information.
- Troubleshot problems with engine control systems using diagnostic tools such as multimeters and oscilloscopes.
- Assisted in launching vessels into water after repairs were completed.
- Conducted safety inspections of vessels before they went out on the water.
- Replaced worn or damaged parts such as spark plugs, fuel filters, gaskets, pistons, rings, hoses and belts.
- Diagnosed, repaired, and serviced boats' engines, pumps, electrical systems, and other components.
Lead Test Engineer
Puget Sound Naval Shipyard
Bremerton, WA
09.2018 - 10.2022
- Direct or perform analytical and evaluative work requiring a comprehensive knowledge of the theory and principles of mechanical equipment operation and physical properties construction.
- Understand business activities applicable to the full range of financial operations and transactions involved in the general activities of the organization; the financial operations and practices of business organizations; pertinent statutory or regulatory provisions.
- Supervise or perform planning, estimating, scheduling, and expediting the use of labor, machines, and materials in specific manufacturing or remanufacturing operations that employ mechanical or automated production systems and methods in the fabrication, rebuilding, overhaul, refurbishing, testing, or repair of any type of controlled, or operated equipment, systems, facilities, and supplies.
- Manage, supervise, perform, or develop business policies and procedures for professional work involving the procurement of supplies, services, construction, or research; development knowledge of the legislation, regulations, and methods used in contracting; and utilize knowledge of business and industry practices, sources of supply, cost factors, and requirements characteristics.
- Implement recommendations to improve processes and procedures; supervise, cultivate, and maintain good relationships with employees; impart training and guidance to less experienced personnel; arrange schedules; acquire resources for projects and progressions; and oversee the human, material, and equipment resources needed to ensure projects are completed on time and within budget.
- Approve equipment mapping drawings in regard to performing testing of submarine and aircraft carrier propulsion, hull, mechanical, and electrical equipment, and components; utilize Microsoft Office products related to design and business practices; and encourage an actively motivated and technology directed resourceful metrics centered business system for a widely dispersed staff.
- Organize and lead meetings to review key reports and schedules and assess the status of ongoing equipment evaluations and projects; determine the progress of work; gather and exchange pertinent information; identify and respond to changing priorities; coordinate efforts with all levels of management for the success of an assigned project; make recommendations on budget and workload issues resource constraints, and scheduling conflicts; and accomplish work-related activities by interacting with to obtain or exchange information.
Lead Engineering/Propulsion Plant Petty Officer
United States Navy
08.2014 - 08.2018
- Conducted daily inspections of work areas to ensure safety regulations were followed.
- Provided technical guidance to junior personnel on the operation of equipment and systems.
- Ensured compliance with applicable directives related to security protocols and procedures.
- Prepared, planned for and coordinated execution of support missions to aid deployed forces and individuals.
Stocker/ Cashier
Kroger
Newnan, GA
01.2013 - 01.2014
- Participated in physical inventories of stock on hand periodically.
- Monitored expiration dates of perishable items to ensure freshness.
- Arranged merchandise in an attractive manner to promote sales.
- Removed outdated products from shelves in accordance with company policy.
- Assisted with store displays and window dressing as needed.
- Replenished items to maintain stock availability.
Education
Communication Studies
Northeast State Community College
12-2024
Some College (No Degree) -
University of West GA
2013-2014Some College (No Degree) -
South Georgia State College
2012-2013Skills
- Blueprints/ Schematics
- Technical information dissemination
- Leadership
- Communication skills
- Problem-solving
- Conflict management
- Team building
- Time Management
- Financial Coaching
- Insurance strategies
- Client relations
- Budget analysis
- Financial Education
- Cost-reduction strategies
- Retirement planning
- Client Relationship Building
Previous Supervisors
- Mike Zervas, (360) 340-0405
- Bill Hughes, (360) 271-3705
- Brian Porter, (360) 340-5954
- Dane Chapman, (360) 930-9262
- Clardon Gustafson, (360) 536-8156
- Chris Hole, (360) 340-3942
Business Partner
Kurt Berry, (815)-222-8465
Accomplishments
- Eagle Scout
- Navy Veteran
Timeline
Financial Coach
Little By Little: Financial Coaching
07.2023 - Current
Financial Rep.
04.2023 - 07.2023
Boat Mechanic
Rockingham Marina
11.2022 - 03.2023
Lead Test Engineer
Puget Sound Naval Shipyard
09.2018 - 10.2022
Lead Engineering/Propulsion Plant Petty Officer
United States Navy
08.2014 - 08.2018
Stocker/ Cashier
Kroger
01.2013 - 01.2014
Communication Studies
Northeast State Community College
Some College (No Degree) -
University of West GA
Some College (No Degree) -
South Georgia State College
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