Summary
Overview
Work History
Education
Skills
Timeline
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Daniel Kerzie

San Marcos,CA

Summary

Highly organized and detail-oriented professional passionate about executing exceptional events that achieve established goals. Experience with planning, budgeting and coordinating wide variety of both small-scale and large-scale events. Strong communicator and recognized for fostering relationships with all consumers.

Overview

8
8
years of professional experience

Work History

Test Facility Assistant

Titleist Performance Institute
04.2023 - Current
  • Assisted in coordinated schedules and timelines for over 50 events.
  • Adapted quickly when faced with unexpected challenges or changes in plans, maintaining composure while finding effective solutions.
  • Managed event logistics and operations.
  • Established positive relationships with guests and coworkers, ensuring their needs were met throughout the event planning process.
  • Facilitated memorable experiences, overseeing creative direction of event themes, decor, and entertainment options.

Financial Advisor

Northwestern Mutual
11.2021 - 07.2022
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Cultivate and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Established 100+ Meetings with potential clients over 6 Month span, generating $46,000 in revenue.

Main Bartender

STONE BREWERY
07.2016 - 03.2022
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
  • Was one of eight employees to get hired back after 86 were laid off from Pandemic.

Education

Bachelor of Science - Global Supply Chain Management

California State University San Marcos
Marcos, CA
05.2019

Skills

  • Service-Oriented
  • Event Planning
  • Engaging with Diverse Customers
  • Onsite Execution
  • Knowledge in AGS and Concur
  • Excellent Written and Verbal Communication
  • Multitasking and Prioritization
  • Project Management
  • Computer Skills: Microsoft Office, Excel including (Word, PowerPoint and Outlook)
  • Media Relations

Timeline

Test Facility Assistant

Titleist Performance Institute
04.2023 - Current

Financial Advisor

Northwestern Mutual
11.2021 - 07.2022

Main Bartender

STONE BREWERY
07.2016 - 03.2022

Bachelor of Science - Global Supply Chain Management

California State University San Marcos

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Daniel Kerzie