Dylan Duncan

• Developed personalized financial plans for diverse client needs
• Facilitated client meetings to align financial goals with tailored strategies and track progress.
• Educated clients on financial products and services to enhance informed decision-making.
• Built strong relationships with clients, fostering trust and loyalty for long-term engagement.
• Collaborated with team members to refine sales strategies and processes.

• Oversaw 5-10 employees, ensuring high-quality customer service through clear expectations
• Resolved customer complaints quickly, maintaining a high level of customer satisfaction
• Analyzed sales data to identify trends and opportunities for growth, personally leading said opportunities to ensure success
• Collaborated with coworkers to enhance customer experience and effectively manage storefront

Consistently met deadlines and successfully achieved bi-monthly fundraising goals

Executed a comprehensive fundraiser program, while working in excel to set goals that exceeded desired expectations

• Consistently met deadlines and successfully achieved bi-monthly fundraising goals
• Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods
• Contributed to a positive work environment by consistently demonstrating professionalism, adaptability, and providing a positive presence to the workplace
• Trained new team members by relaying information on company procedures
• Guaranteed transparent, efficient, and professional handling of large sums of money
• Executed a comprehensive fundraiser program, while working in excel to set goals that exceeded desired expectations

• Managed budgetary constraints effectively by prioritizing necessary expenses and seeking alternative funding sources when needed
• Established strong communication channels between coaching staff, athletes, parents, and administration for seamless program operations
• Provided transportation for students to and from events
• Accounted for absent students and coordinated with parents to ensure student accountability
• Served as a mentor and role model for athletes, guiding them in their personal development and offering support in times of need.
• Developed training programs for student athletes to enhance wrestling skills.
• Organized and led practice sessions focusing on technique and strategy.
• Coordinated competitions and events ensuring team preparedness and participation.