Ability to develop and implement systems. Ability to develop a team, moving team in a positive direction. Ability to drive sales and maintain key financial operations.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Financial Services Professional
Ascending Financial Services Group
02.2019 - Current
Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
Mentored junior team members, fostering a positive work environment that encouraged professional growth and development.
Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences.
Actively participated in networking events within the community, generating new business leads and increasing overall brand awareness.
Delivered informative presentations on various financial topics, educating clients on sound investment practices.
Participated in continuous professional development programs to stay current with industry trends and best practices.
Advised clients on financial matters and recommended potential strategies to reach goals
Customer Service Supervisor
Whole Foods Market, Inc
02.2004 - 02.2020
Performed all duties of a Customer Service Cashier
Assisted in the training of Team Members in a manner that built and sustained a high-performance team and minimizes turnover as delegated by Team Leader and Associate Team Leader
Store Floater
Whole Foods Market, Inc
Assisted teams during high volume periods, when teams were short staffed
Covered shifts in various departments
Resolved all compliance issues under FDNY
Shift Leader
Whole Foods Market, Inc
Assistant to Store Leadership
Investigated casualty claims and provided information to leadership for analysis
Team member birthday celebration and party
Team member of the month
Handled balloting, designed pin, Certificates
Bakery Assistant Team Leader/ Acting Team Leader
Whole Foods Market, Inc
Successfully took the team through 2015 Holidays to the first phase of the Greenwich renovation
Successfully maintained a positive labor and beat sales projections during my tenure at GRW
Working side by side with the team to install standards and show that we are in this together
Have developed clear communication logs for all sub teams, thus insuring that the team knows and understands what is expected to them
Have opened the lines of communication between leadership and the team, letting them know that they can talk to us about anything and we will work with them where possible
Has earned the respect of the team
Goal: Bring the team to a 45K team
Rebuild the in house bread program
Bakery Team Leader
Whole Foods Market
Coordinated cross-training initiatives among staff members to improve overall team versatility during peak hours or absences.
Evaluated team member performance regularly, providing constructive feedback and opportunities for growth.
Led daily team meetings to discuss goals, challenges, and opportunities for improvement in operations.
Developed creative marketing strategies to promote bakery offerings and increase sales revenue.
Increased customer loyalty with personalized service, addressing concerns promptly and professionally.
Maintained a clean and organized work environment, adhering to strict food safety guidelines for optimal product quality.
Trained new team members on bakery operations, ensuring adherence to company standards and procedures.
Streamlined production processes by identifying bottlenecks and reallocating resources for improved efficiency.
Fostered a positive work culture among staff members through open communication and recognition of achievements.
Assisted in budget planning by analyzing sales trends, forecasting demand, and managing labor costs effectively.
Boosted customer satisfaction through consistently delivering high-quality baked goods and exceptional service.
Ensured compliance with local health regulations by conducting regular inspections of the facility''s cleanliness and sanitation practices.
Arranged bakery displays to showcase baked goods, cakes, and pies to drive product sales.
Managed time-sensitive orders efficiently by prioritizing tasks according to deadlines while maintaining product quality standards.
Seafood - Overnight Production Chef
Whole Foods Market, Inc
Prepared cooked items for the prepared food case
Complied with all applicable health, safety, and sanitation regulations
Produce Supervisor
Whole Foods Market, Inc
Performed all duties of a supervisor
Lead on bringing department compliant under USDA and Good Organics
Developed quick reference guide for all team members that included food born diseases, proper cleaning procedures and the criteria for a product to be Organic
Instrumental on replying to USDA violation report
Ability to work any set or area of department, including back of house and floral
Excellent knowledge of GIG book
Customer Service Cashier
Whole Foods Market, Inc
Followed Whole Foods Market number one core value to satisfy and delight our customers with the best customer service; which included greeting customers, quickly, efficiently and carefully transacting their purchase
Produce ATL
Whole Foods Market, Inc
Performed all duties of a Produce ATL
Successfully prepared department for John Mackey visit
Took lead on Good organics certification
Bakery Supervisor
Whole Foods Market, Inc
Accepted and received all product
Researched order discrepancies, requested credit
Supervised and developed receiving team
Communicated regularly with department leadership regarding any Receiving issues
Ensured that department was fully ready for open
Closed department, paying particular attention to losses and cleanliness
Additional responsibilities: Buying Gourmet Guru, Garden City/Gold Medal and Bake house
TIME leader – Working with committed team members and store leadership to develop and implement action plans to make Columbus Circle greener
Accomplishments – Green Mission All Star 2012
Community Service Award from Midtown Court, efforts with Dad’s United in Partnering
Bakery Assistant Team Leader
Whole Foods Market, Inc
Set and achieved high retail standards
Supervised, scheduled and delegated duties to team members
Assisted in training, interviewing, development and counseling of all team member
Together with team leader, developed process and procedures that were instrumental in decreasing unknown shrink
Worked closely with team leader to ensure smooth operation of the department
Increased communication between leadership and team
One on One, Department Communication Log (LUPE)
TM Department Guidelines
Bakery Assistant Team Leader
Whole Foods Market, Inc
Worked with Team Leader to move the team to a higher level of production and execution, to generate greater sales and prepare for the then upcoming data unification
Introduced communication logs that were successful utilized at Darien to Port Chester to make sure that lines of communication were clear
Worked closely with Team Leader to successfully guide the team through the holidays where all projection targets were surpassed
Interim team leader for 6 weeks
Successfully maintained all standards
Assisting in the smooth transition to the incoming team leader
Education
Juris Doctor -
Boston University School of Law
BOSTON, MA
05.1995
Bachelor of Arts - English
Quinnipiac University
HAMDEN, CT
01.1983
Skills
Know your customer
Insurance planning
Anti-money laundering
Retirement planning
Task delegation
Scheduling coordination
Problem-solving
Customer service
Multitasking and organization
Positive attitude
Strong verbal and written communication
Creative problem solving
Certification
Serv Safe, 07/2013, 2018
Accomplishments
Interim team leader for 6 weeks.
Successfully maintained all standards.
Assisting in the smooth transition to the incoming team leader.
Green Mission All Star 2012.
Community Service Award from Midtown Court.
Admitted
New York, 1998
Licenses
Licensed insurance professional in:
New York, New Jersey, Connecticut, Florida, Indiana, Maryland, Michigan, North Carolina, Ohio, Pennsylvania, Texas, Virginia and Washington
Languages
Spanish
Elementary
French
Elementary
Interests
Swimming
Growing herbs, vegetables, or fruits in home gardens
Volunteering
I like working with my hands and fixing things
I enjoy helping others and giving back to the community
Participating in local clean-up initiatives
Gardening
Timeline
Financial Services Professional
Ascending Financial Services Group
02.2019 - Current
Customer Service Supervisor
Whole Foods Market, Inc
02.2004 - 02.2020
Bachelor of Arts - English
Quinnipiac University
Store Floater
Whole Foods Market, Inc
Shift Leader
Whole Foods Market, Inc
Bakery Assistant Team Leader/ Acting Team Leader
Whole Foods Market, Inc
Bakery Team Leader
Whole Foods Market
Seafood - Overnight Production Chef
Whole Foods Market, Inc
Produce Supervisor
Whole Foods Market, Inc
Customer Service Cashier
Whole Foods Market, Inc
Produce ATL
Whole Foods Market, Inc
Bakery Supervisor
Whole Foods Market, Inc
Bakery Assistant Team Leader
Whole Foods Market, Inc
Bakery Assistant Team Leader
Whole Foods Market, Inc
Juris Doctor -
Boston University School of Law
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