Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
Generic

Robert Elkins

Columbus,OH

Summary

Dynamic and results-driven management professional with over 10 years of diverse industry experience, including event planning, daycare management, financial services, education, and insurance. Proven ability to lead teams, optimize operations, and drive organizational growth. Skilled in strategic planning, budgeting, team development, and client relations. I just completed my Doctorate in Business Administration studies with a focus on Organizational Leadership, bringing both academic and hands-on expertise in business management, accounting, and forensics.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Event Planner and Coordinator

Dr. E's Signature Designs
Columbus, OH
09.2017 - Current
  • Founded and operated a successful event planning business, overseeing all aspects of client relations, event logistics, budgeting, and team management.
  • Negotiated contracts with vendors, entertainers, and venues, ensuring cost-effectiveness and quality service.
  • Managed simultaneous corporate and private events, consistently meeting deadlines and staying within budget.
  • Established event planning procedures and trained staff to deliver flawless execution.
  • Built and maintained strong vendor relationships, leading to repeat business and customer loyalty.

Gift and Estate Design Consultant

The Alliance
Columbus, OH
09.2023 - 01.2025
  • Partner with high-net-worth individuals and families to align financial goals with philanthropic aspirations through strategic estate and gift planning.
  • Structure charitable giving plans to maximize tax benefits and fulfill clients' philanthropic intentions.
  • Provide expert guidance on estate planning, helping clients understand the importance of proactive wealth transfer and legacy planning.
  • Educate clients and their families on tax-efficient gifting strategies, ensuring long-term impact.
  • Saved clients over $5,000,000 in taxes through strategic estate planning.

Director

Laugh N Learn
Columbus, OH
08.2017 - 09.2023
  • Led the opening and operations of three daycare centers, including curriculum development, staffing, and compliance with state regulations.
  • Ensured a safe, nurturing environment for children, fostering growth while maintaining educational standards.
  • Managed all staffing functions, including recruitment, training, scheduling, and performance oversight, ensuring high-quality care.
  • Enhanced center enrollment and retention through effective marketing and customer relationship management.
  • Strictly adhered to state and federal laws regarding child development and maintained detailed records on employees, children, and activities.
  • Increased daycare enrollment by 20%.

Operations Manager

Morgan Stanley
Columbus, OH
09.2010 - 09.2017
  • Ensured compliance with company policies and financial regulations in managing client accounts and services.
  • Led a team in Private Client Wealth Management, offering personalized financial solutions to high-net-worth clients.
  • Conducted recruitment, training, and performance management for staff, promoting a high-performance culture.
  • Identified operational inefficiencies, implementing solutions that optimized workflow and increased revenue.

Catastrophe Property Claims Adjuster

Nationwide Mutual Insurance Company
Columbus, OH
09.2006 - 09.2010
  • Managed complex property claims in response to natural disasters, providing timely and effective resolution under high-stress conditions.
  • Collaborated with contractors, attorneys, and insurance professionals to assess damages and ensure accurate claim payouts.
  • Adhered to company guidelines while determining appropriate claims settlements.

Education

Doctoral Degree - Business Administration

Walden University
09.2018

Masters of Science - Business Administration

Franklin University
08.2013

Bachelor's degree - Business Management

Franklin University
08.2010

Associate's degree - Accounting

Franklin University
01.2009

Skills

  • Financial model construction
  • Google Suite
  • Training
  • Research
  • Budgeting
  • Conflict management
  • Data management
  • Asana
  • Operations
  • Account management
  • Data science
  • Data Analysis
  • Early childhood education
  • Microsoft Office
  • Business consulting
  • Customer relationship management
  • Financial model development
  • Team Management
  • Program management
  • Nannying
  • LMS
  • Operations Management
  • Databases
  • Managerial Decision Making
  • Financial management
  • Quality Assurance
  • Tutoring
  • Management
  • Fraud
  • Event Planning
  • Wills, trusts, & estate law
  • SharePoint
  • Customer support
  • Client communication
  • Managerial problem solving
  • Supervising experience
  • Presentation skills
  • Forecasting
  • Active listening
  • Project Management
  • Professional networking
  • Salesforce
  • Business development
  • Staff training
  • Community engagement
  • Managing customer accounts
  • Banking
  • Office Management
  • Human resources
  • Interpersonal skills
  • Direct sales
  • Word
  • Continuous improvement
  • Events Management
  • Quantitative Analysis
  • Logistics
  • Project Planning
  • Experience with Children
  • Childhood development
  • Teamwork
  • Wealth management
  • Experience in non-profits
  • Interior design
  • Mentoring
  • Project leadership
  • Accounting
  • Public speaking
  • Leadership development
  • Microsoft Access
  • Customer Service
  • Childcare
  • Marketing
  • Schedule management
  • Recruiting
  • Managerial communication
  • Sales
  • Team leadership
  • Empathy
  • Process Improvement
  • Financial services
  • CRM system proficiency
  • Travel planning
  • Teaching
  • Major gifts
  • Powerpoint

Certification

  • First Aid Certification
  • CPR Certification
  • Child Development Associate Certification

Personal Information

  • Willing To Relocate: Anywhere
  • Authorized To Work: US for any employer

Timeline

Gift and Estate Design Consultant

The Alliance
09.2023 - 01.2025

Event Planner and Coordinator

Dr. E's Signature Designs
09.2017 - Current

Director

Laugh N Learn
08.2017 - 09.2023

Operations Manager

Morgan Stanley
09.2010 - 09.2017

Catastrophe Property Claims Adjuster

Nationwide Mutual Insurance Company
09.2006 - 09.2010

Doctoral Degree - Business Administration

Walden University

Masters of Science - Business Administration

Franklin University

Bachelor's degree - Business Management

Franklin University

Associate's degree - Accounting

Franklin University
Robert Elkins