Summary
Overview
Work History
Education
Skills
Timeline
Receptionist
Cynthia  Mullins

Cynthia Mullins

Personal Advisor
Wise,VA

Summary

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Straight-thinking and resourceful personal finance consultant with strong work ethic and developed interpersonal skills. Committed to achieving clients' short and long-term goals and customizing strategies around clients' needs and priorities. Certified in small business management. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level remote customer service care position. Ready to help team achieve company goals.

Overview

10
10
years of professional experience

Work History

Personal Finacial Consultant

Self Employed Services
02.2013 - 12.2015
  • Recommended specific investments to help clients meet financial goals.
  • Presented financial plans and investment recommendations to clients.
  • Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
  • Used Software and Software to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.

Crew Member

Pizza Plus Inc
11.2010 - 01.2013

Held second key lead position with responsibilities including; opening and closing the store, daily paperwork and bank drops, stock , delivery order matainace, and in store dinning.

Personal Health Care Assistant

Frontier Health
08.2005 - 05.2010
  • Liaised with key accounts to deliver targeted administrative household support.
  • Completed daily notes and money reports for each client logged into each one's own personal log book.
  • Complete accurate documentation of every action taken in the client's Healthcare was logged accordingly.
  • Handled incoming mail, bills and invoices and completed appropriate actions for the well being of the clients needs.
  • Maintained strong connections within caregiver community to gain continuous knowledge on each individual client either in the group home or in the private living facility.
  • Guided patients to restroom to support bladder and bowel relief requirements.
  • Assisted clients with daily living needs to maintain self-esteem and general wellness.
  • Cooked meals and assisted patients with eating tasks to support healthy nutrition.
  • Assisted with daily living activities, running errands, and household chores.
  • Supported daily hygiene needs of patients by assisting with bathing, dressing, dental care and personal grooming.
  • Provided staff coaching, mentoring, and consultation to enhance performance and professional development.
  • Identified needs and coordinated plans for travel and out-of-town functions.
  • Provided compassionate and patient-focused care to cultivate well-being.

Education

Associate Of Arts And Sciences - Business Administration

Mountain Empire Community College
Big Stone Gap, VA
06.2013

Presidential Honors - Advanced Studies

Pound High Scool
Pound,va
06.1993

Skills

  • Contact Management
  • Investment Allocations
  • Accounts Payable and Accounts Receivable
  • Regulatory Compliance and Documentation
  • Computer Literacy windows 11, word, excel , spreadsheet, intuit
  • Risk Management
  • Wealth Management Strategies
  • Sales Transactions
  • Customer Experience
  • Goal-Based Planning Tools
  • Financial Planning Processes
  • Quantitative Analysis
  • Client Needs Assessment
  • Financial Budgeting
  • Monthly Financial Statements
  • Customer Referrals
  • Investment Analysis
  • Client Relationship Management
  • Cash Flow Projection
  • Cost Savings and Expense Control
  • Materials Preparation and Presentation
  • Conflict Resolution Techniques
  • Prospective Client Engagement
  • Client Service and Assistance
  • Serve Client Needs
  • Prepare Performance Reports
  • Client Confidentiality
  • Analyzing Business Processes
  • Credit Card Transaction Processing
  • Office Supplies and Inventory
  • Promotions and Marketing Strategies
  • Customer Engagement Strategies
  • Financial Needs Analysis Software
  • Mergers and Acquisitions M&A
  • Presentations

Timeline

Personal Finacial Consultant

Self Employed Services
02.2013 - 12.2015

Crew Member

Pizza Plus Inc
11.2010 - 01.2013

Personal Health Care Assistant

Frontier Health
08.2005 - 05.2010

Associate Of Arts And Sciences - Business Administration

Mountain Empire Community College

Presidential Honors - Advanced Studies

Pound High Scool
Cynthia Mullins Personal Advisor