Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cliff Samuels

Olympia

Summary

Dynamic financial coach with a proven track record at Pacific Mountain Workforce Development Council, enhancing client satisfaction through strategic financial planning and relationship building. Expert in cash flow management, I empower individuals to achieve their financial goals while fostering trust and long-term partnerships. Committed to delivering exceptional value and support.

Overview

24
24
years of professional experience

Work History

Financial Coach

Pacific Mountain Workforce Development Council
01.2024 - Current
  • Assisted clients in understanding complex financial concepts using clear explanations and real-life examples.
  • Increased overall client satisfaction by consistently monitoring progress towards goals and adjusting strategies as needed.
  • Improved clients'' credit scores through credit counseling and ongoing support.
  • Empowered individuals to make informed financial decisions through workshops, webinars, and one-on-one consultations.

Financial Coach

Equus Works
05.2024 - 12.2024
  • Fostered a supportive environment where clients felt comfortable discussing sensitive topics related to their finances.
  • Streamlined administrative tasks, such as record-keeping and appointment scheduling, ensuring efficient operations within the practice.
  • Developed strong relationships with clients resulting in long-term partnerships for ongoing financial management assistance.

Regional Sales Director

Spireon
01.2015 - 03.2020
  • Led a high-performing sales team, providing coaching and mentoring to achieve ambitious targets.
  • Managed sales team of 4 employees.
  • Developed and executed sales plans for consistent growth in revenue and profitability.
  • Provided accurate forecasts based on comprehensive data analysis which informed decision-making across various departments within the company.

Business Development Manager

Lo-Jack Corporation
09.2011 - 12.2014
  • Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
  • Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
  • Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
  • Generated new business with marketing initiatives and strategic plans.

Finance Manager

Toyota Of Puyallup
05.2001 - 04.2011
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
  • Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.

Education

BBA - Business And Finance Management

St Martin's University
Lacey, WA
06-1995

Skills

  • Client relationship building
  • Cash flow management
  • Insurance planning
  • Strategic financial planning
  • Conduct outreach with job seekers in person and via other forms of communications to drive interest
  • Connect with employers directly, through hiring events and career fairs

Timeline

Financial Coach

Equus Works
05.2024 - 12.2024

Financial Coach

Pacific Mountain Workforce Development Council
01.2024 - Current

Regional Sales Director

Spireon
01.2015 - 03.2020

Business Development Manager

Lo-Jack Corporation
09.2011 - 12.2014

Finance Manager

Toyota Of Puyallup
05.2001 - 04.2011

BBA - Business And Finance Management

St Martin's University

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