Summary
Overview
Work History
Education
Skills
Accomplishments
certifications
References
Timeline
Generic

Donna-Lee Small

Snellville,GA

Summary

Proactive and motivated individual with high-energy approach to building and optimizing business operations. Solid understanding of facets such as financial, business and personnel management. Results-driven and industrious with conscientious attention to critical details and big-picture needs.

Overview

7
7
years of professional experience

Work History

Entrepreneur

Ellie+Jane Co.
03.2021 - Current
  • Oversees all aspects of the small business, including operations, finances, marketing, and brand strategy
  • Increased business revenue by 87.5% from the previous year by implementing innovative marketing strategies and expanding product offerings.
  • Established a successful startup by researching market opportunities, creating a business plan, and securing funding.
  • Streamlined operations by identifying inefficiencies and implementing cost-saving measures that improved overall profitability.
  • Negotiated contracts with suppliers for favorable terms that resulted in significant cost savings for the company.
  • Managed financial aspects of the business including budgeting, forecasting, cash flow management, and financial reporting to stakeholders.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.

Caregiver, Special Needs

Rhonda O'Gorman
06.2020 - Current
  • Enhanced the quality of life for special needs individuals by providing personalized care and attention.
  • Developed strong crisis management skills, working proactively to diffuse challenging situations and maintain a calm, supportive environment for special needs individuals.
  • Increased client''s independence with consistent skill-building exercises and positive reinforcement.
  • Promoted a safe, nurturing environment by diligently monitoring clients'' health and wellbeing.
  • Ensured timely administration of medications and treatments as prescribed by medical professionals.
  • Developed strong relationships with clients and families, fostering trust and open communication regarding care plans.

Junior Financial Consultant

Georgia Financial Advisors
09.2023 - 11.2023
    • Provided personalized financial planning services to clients, including retirement planning, investment management, 401(k)s, pensions, and risk assessment
    • Increased client satisfaction by providing personalized financial advice and investment recommendations.
    • Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
    • Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
    • Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
    • Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
    • Leveraged technology to optimize data analysis capabilities, enhancing the accuracy of investment recommendations provided to clients.

Cashier

Panera Bread
02.2018 - 03.2021
  • Operated cash registers and processed customer transactions with a high degree of accuracy
  • Enhanced customer satisfaction by providing efficient and accurate cash transactions.
  • Streamlined checkout process for increased efficiency and reduced waiting times.
  • Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
  • Resolved customer complaints professionally, leading to improved customer relations and loyalty.
  • Promoted store promotions and incentive programs to increase overall sales revenue.
  • Managed inventory levels effectively, reducing stock shortages and minimizing wastage.

Intern

Redan Hairston Family Medicine
08.2016 - 05.2017
  • Enhanced intern productivity by assisting with project coordination and providing ongoing support.
  • Streamlined office processes for improved efficiency and time management through regular organization and filing.
  • Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Sorted and organized files, spreadsheets, and reports.

Education

Bachelors of Arts in Business Administration -

Christian Life College
Stockton, CA
05.2023

Associate of Arts in Business Administration -

Christian Life College
Stockton, CA
05.2021

Skills

    • Operational Planning
    • Program Coordination
    • Financial Oversight
    • Investment Planning
    • Trend Analysis Expertise
      • Client Relations
      • Records Management
      • Problem-Solving
      • Payment Processing
      • Customer Service

Accomplishments

  • President, 2022-2023

    • Creative Arts Association 2022-2023


  • Praestantia Award Recipient, 2023

    • Christian Life College

certifications

Georgia Life Insurance License, Georgia Variable License, Securities Industry Essentials (SIE), Uniform Investment Advisor Law Exam (Series 65),

References

References available upon request.

Timeline

Junior Financial Consultant

Georgia Financial Advisors
09.2023 - 11.2023

Entrepreneur

Ellie+Jane Co.
03.2021 - Current

Caregiver, Special Needs

Rhonda O'Gorman
06.2020 - Current

Cashier

Panera Bread
02.2018 - 03.2021

Intern

Redan Hairston Family Medicine
08.2016 - 05.2017

Bachelors of Arts in Business Administration -

Christian Life College

Associate of Arts in Business Administration -

Christian Life College

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Donna-Lee Small