Derek Wells
Houston,TX
Summary
Spearheaded multiple projects at WS Enterprise/DWells, LLC, enhancing operational efficiency and stakeholder satisfaction. Skilled in strategic planning and advanced problem-solving, consistently achieving and surpassing financial and project goals. Talented professional considered knowledgeable leader and dedicated problem solver. I bring a number years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Associate Project Manager position. Ready to help team achieve company goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Advisor
New York Life Insurance Co
02.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Customer Service Representative
United Airlines
01.2022 - Current
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Improved resolution time with effective problem-solving for customer complaints.
- In my short time I have gained the respect of many of my colleagues.
- Also have had the opportunity to be in the Ascend program along with being upgraded on many occasions.
Project Manager/Owner
WS Enterprise/DWells , LLC
08.2009 - Current
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Planned, designed, and scheduled phases for large projects.
- Met project deadlines without sacrificing build quality or workplace safety.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
Repair Technician
CSAT Solutions
07.2019 - 02.2020
- Utilized variety of tools and diagnostic equipment to complete repairs.
- Inspected and tested, repaired and refurbished products for proper operation.
- Completed partial or full dismantling of equipment to quickly repair or replace defective components and restore functionality.
- Increased repair success rates, utilizing advanced troubleshooting techniques and tools.
Operations Manager/Industrial Engineer
UPS
11.2013 - 12.2016
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
- Championed safety protocols to maintain a secure working environment, reducing workplace accidents significantly.
Education
Bachelor of Science - Mathematics/Computer Science
Southern University
Baton Rouge, LABachelor of Science - Urban Planning/Urban Studies
University of New Orleans
New Orleans, LASkills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Client Relations
- Retirement needs
- Project Planning
- Project planning and development
- Strategic Planning
- Advanced problem solving
- Budgeting and forecasting
- Project estimation and bidding
- Problem-solving abilities
Certification
OSHA 10 General Industry Safety and Health.
I am enrolling into the PMP class in the near future.
Golfing and listening to music
I love to golf in my spare time and go on trip once a year with friends. Listening to music is just relaxing tool for me.
Timeline
Financial Advisor
New York Life Insurance Co
02.2023 - Current
Customer Service Representative
United Airlines
01.2022 - Current
Repair Technician
CSAT Solutions
07.2019 - 02.2020
Operations Manager/Industrial Engineer
UPS
11.2013 - 12.2016
Project Manager/Owner
WS Enterprise/DWells , LLC
08.2009 - Current
Bachelor of Science - Mathematics/Computer Science
Southern University
Bachelor of Science - Urban Planning/Urban Studies
University of New Orleans
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