Dennis Moore
Louisville,KY
Summary
Entrepreneurial Owner known for outstanding productivity and efficiency in task completion. Possess specialized skills in strategic planning, financial management, and team leadership. Excel in communication, problem-solving, and adaptability, ensuring successful business operations and growth.
I am presently retired and looking for something to do with my available time.
Overview
50
50
years of professional experience
1
1
Certification
Work History
Owner
College Planning Services, Inc
Louisville, KY
01.1993 - Current
- Address the family's college and financial abilities to pay for, and select a college to attend.
- Developed and implemented customized strategies to meet client needs.
- Created comprehensive reports on project progress and results for clients.
- Collaborated with clients to develop action plans to address specific challenges and objectives.
- Analyzed complex information from multiple sources to identify patterns or trends that could be used as a basis for decision-making.
- Identified the needs of customers promptly and efficiently.
- Set specific goals for projects to measure progress and evaluate end results.
- We have created plans to propose solutions to problems related to efficiency, costs, or profits.
- Organized client meetings to provide project updates.
Financial Services Consultant
Principal Financial Services
Louisville, KY
01.1983 - 12.1992
- Conducted financial analysis to identify customer portfolio trends and develop growth strategies.
- Developed and implemented investment plans tailored to individual client needs and goals.
- Provided advice on retirement planning, estate planning, asset management, insurance, tax preparation, college issues, and other financial services.
- Analyzed data from various sources to create comprehensive reports for clients.
- Reviewed client portfolios regularly to monitor performance against established objectives.
- Researched market trends and made recommendations for portfolio adjustments accordingly.
- Cultivated relationships with existing clients by providing timely updates on their investments.
- Advised clients on the selection of stocks, bonds, annuities, mutual funds, real estate investments, and other securities.
- Prepared presentations on current economic conditions and how they affect financial decisions.
- Assisted clients in developing strategic plans to meet long-term financial goals such as retirement or college savings plans.
Supervisor
Gates Rubber Company
E-town, KY
01.1978 - 08.1983
- Directed and supervised a team of 15 employees in daily operations.
- Developed and implemented operational policies and procedures to ensure efficiency and accuracy of workflows.
- Maintained accurate employee performance records, attendance, leave requests, and disciplinary actions.
- Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
- Performed monthly inventory checks to ensure sufficient stock levels for all products.
- Ensured compliance with workplace safety regulations by providing training sessions for all staff members.
- Evaluated employee performance through periodic reviews and documented results accordingly.
- Provided guidance and direction to subordinates regarding job duties and responsibilities.
- Reviewed reports from subordinate staff members before submitting them to senior management.
Power Production Engineer
Armco Steel
Hamilton, OH
10.1974 - 12.1978
- Monitored production operations to ensure compliance with safety regulations and quality standards.
- Maintained accurate records of all activities related to production engineering.
- Designed jigs, fixtures, tools, gauges, and other equipment needed to manufacture products efficiently.
- Trained personnel in operating specialized machinery and best practices for using it safely.
- Supervised daily operations in the factory, ensuring all tasks were completed according to schedule.
- Ensured compliance with regulatory requirements by developing standard operating procedures.
- I have performed regular maintenance checks on machines used in the manufacturing process.
- Handled root cause analysis, implementing corrective actions when necessary.
- Maintained all machines and equipment and handled the repairs.
Education
Some College (No Degree) - Business Administration
University of Louisville
Louisville, KYSome College (No Degree) - Business Administration
Morehead State University
Morehead, KYSome College (No Degree) - Business Marketing
Bluegrass Community And Technical College
Lexington, KYSkills
- Effective Marketing Strategies
- Sales Performance Oversight
- Client Engagement Skills
- Small business operations
- Verbal and written communication
- Strategic Consulting
- Staff hiring
- Team Oversight
- Cash flow optimization
- Marketing
- Financial Management
- Financial Planning
Accomplishments
- Awarded a full athletic scholarship from the University of Louisville. I transferred to Morehead State University and also received a full athletic scholarship.
- I worked with Berea Colleges Gear Up program as an approved provider to 15 school directs in eastern Kentucky on financial literacy issues for high school student.
- I was approved as an instructor on college literacy issues by the Kentucky Department of Education to teach high school guidance counselors for EILA Credits.
Certification
- I am a Certified Cashflow Consultant, Athletic Marketing Consultant and Athletic Financial Consultant.
- I worked as a Power Production Engineer and Licensed by the State of Ohio.
Websites
Timeline
Owner
College Planning Services, Inc
01.1993 - Current
Financial Services Consultant
Principal Financial Services
01.1983 - 12.1992
Supervisor
Gates Rubber Company
01.1978 - 08.1983
Power Production Engineer
Armco Steel
10.1974 - 12.1978
Some College (No Degree) - Business Administration
University of Louisville
Some College (No Degree) - Business Administration
Morehead State University
Some College (No Degree) - Business Marketing
Bluegrass Community And Technical College
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