Christopher Smith
Los Angeles,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
12
12
years of professional experience
Work History
Financial Solutions Advisor II
Merrill Lynch
01.2021 - Current
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Monitored and updated financial plans to comply with client goals.
- Educated clients on potential risks and rewards associated with various investments.
- Collaborated with clients to develop customized investment portfolios.
- Created financial models to analyze and evaluate investment strategies.
Registered Representative
New York Life Insurance Co
06.2019 - 01.2021
- Met with customers to assess needs, financial status and eligibility.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Marketed life insurance products to increase customer bases and revenue.
General Manager
Sur La Table
07.2019 - 11.2019
- Developed and implemented strategies to increase sales and profitability.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
General Manager
Gymboree
06.2011 - 05.2019
- Developed and implemented strategies to increase sales and profitability.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Mitigated business risks by working closely with staff members and assessing performance.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Reduced operational risks while organizing data to forecast performance trends.
- Collaborated with cross-functional teams to develop innovative solutions.
- Formulated policies and procedures to streamline operations.
Education
Master of Science - Project Management
University of Southern California
Los Angeles, CA08.2023
Bachelor of Arts - Business Management
Washington College
Chestertown, MD05.2012
Skills
- Microsoft Excel
- Financial Goal Planning
- Client Recruiting and Retention
- Attention to Detail
- Financials Analysis
- Portfolio Management
- Investment Opportunity Identification
- Salesforce
- Investment Performance Reporting
- Investment Planning /Advice
- Quality Management
- Business Administration
- Customer Retention
- Project Management
- Customer Relationship Management
- Schedule Management
- Staff Supervision
- Advertising and Marketing
- Operations Oversight
- P&L Management
- Loss Prevention
- Workflow Planning
- Branding
- Risk Management
- Strategic Planning
- Product Analysis
- Sales Analysis
- Team Oversight
- Operations Management
- Insurance Policy Sales
- Email Marketing
- Building Relationships/Referral Management
- Work Flow Planning/Project Planning
- Logistics Management
- Inventory Control
- Staff Management
- Processes and Procedures
- Project Scope
- Expense Reports
- Forecasting
- Excellent Communication
- Analytical and Critical Thinking
- MS Office
Timeline
Financial Solutions Advisor II
Merrill Lynch
01.2021 - Current
General Manager
Sur La Table
07.2019 - 11.2019
Registered Representative
New York Life Insurance Co
06.2019 - 01.2021
General Manager
Gymboree
06.2011 - 05.2019
Master of Science - Project Management
University of Southern California
Bachelor of Arts - Business Management
Washington College
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