Deborah Longan
Retired Financial Advisor
Frontenac,KS
Summary
Proven Financial Advisor at Wells Fargo Advisors, adept in investment planning and relationship management, enhanced client portfolios through personalized financial strategies. Excelled in client confidentiality and active listening, achieving high loyalty and satisfaction rates. Demonstrated leadership and problem-solving as Assistant Manager at Western Sizzling Steak House, significantly improving service efficiency and customer experience. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
33
33
years of professional experience
Work History
Financial Advisor
Wells Fargo Advisors
10.1994 - 12.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
Wait Staff Member /Assistant Manager
Western Sizzlin Steak House and Buffet
01.1988 - 04.1991
- Cultivated warm relationships with regular customers.
- Demonstrated excellent multitasking abilities by managing multiple tables simultaneously without sacrificing quality of service.
- Assisted in training new waitstaff members, fostering a team-oriented work environment.
- Established rapport with regular customers through personalized service and genuine interest in their dining experiences.
- Collaborated with kitchen staff to ensure accurate order preparation and timely delivery of dishes to guests.
- Helped maintain inventory levels by accurately recording stock usage and communicating needs to management.
- Promptly addressed customer complaints or issues, resulting in increased guest satisfaction rates.
- Maintained cleanliness in dining area, contributing to a pleasant atmosphere for customers.
- Practiced safe, sanitary food handling for preparation and service to maximize pleasant dining experience.
- Accurately managed cash transactions while handling high-volume shifts, ensuring balanced registers at the end of each shift.
- Streamlined dining experience for patrons through consistent communication with kitchen staff regarding order updates and special requests.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
Skills
Client Relations
Relationship building and management
Client Confidentiality
Investment planning
Financial Advising
Investment advice
Account Performance Reviews
Problem-Solving
Active Listening
Self Motivation
Time Management
Additional Information
Graduated from Girard High School in May of 1986. However, have achieved several Certificates through the Financial Advisor industry. Have been responsible for yearly continuing education, which included exams every two years.
Timeline
Financial Advisor
Wells Fargo Advisors
10.1994 - 12.2020
Wait Staff Member /Assistant Manager
Western Sizzlin Steak House and Buffet
01.1988 - 04.1991
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