George W. Click III
10817 Deep Creek Court,IN
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Conveyer
Averitt Express
Fort Wayne, IN
10.2017 - Current
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Complex Manager/Vice President Investments
Raymond James & Assoc
Fort Wayne, IN
02.2006 - 11.2015
- Maintained records of personnel, budgeting, and inventory items.
- Reviewed reports from subordinates regarding progress on tasks or assignments.
- Conducted regular performance evaluations for employees.
- Worked closely with other departments to coordinate activities and ensure successful outcomes.
- Provided guidance, training, and mentoring to staff members on an ongoing basis.
- Monitored daily operations, ensuring compliance with organizational standards and regulations.
- Developed and implemented policies and procedures to ensure efficient management of complex operations.
- Provided leadership, guidance, and direction to staff members.
- Managed multiple projects simultaneously within tight deadlines.
- Achieved revenue and employee growth through recruiting and internal development.
- Worked directly with key corporate departments, clients and local officials to achieve the status of Premier Financial Services firm in the Fort Wayne and surrounding areas.
President
Oberlin Financial Services
Bryan, OH
08.2004 - 02.2006
- Developed policies, procedures, and short-term and long-term goals for the organization.
- Resolved conflicts between staff members by listening attentively and providing constructive feedback.
- Established fundraising strategies to increase financial support for programs and services.
- Monitored legislative changes that could affect the organization's operations or funding sources.
- Reviewed reports submitted by department heads to assess progress towards meeting objectives.
- Cultivated relationships with key stakeholders such as donors, volunteers, partners, and sponsors.
- Maintained effective communication channels with all stakeholders involved in the organization's activities.
- Analyzed data from surveys to identify areas for improvement in organizational operations.
Education
Accounting and Finance
Indiana Wesleyan University
Fort Wayne, INBusiness Administration and Management
University of Toledo
Toledo, OHSkills
- Business Development
- Marketing
- Policy Implementation
- Business Administration
- Strategic Planning
- Expense Tracking
- Contract Management
- Financial Management
- Workforce Management
- Staff Development
- Social Media Promotion
- Event Planning
- Community Engagement
- Market Research
- Community Networking
- Problem-Solving
- Adaptability
- Teamwork and Collaboration
Affiliations
- Prior Board President of The Fort Wayne Ballet
- Prior Board President of the Northeast Indiana Kidney Foundation
- President SAMM Group
Certification
- Conferred IMC (Investment Management Consultant)
- Investment Management licenses held - Series 7, 8, 31, 63 and 65
Timeline
Conveyer
Averitt Express
10.2017 - Current
Complex Manager/Vice President Investments
Raymond James & Assoc
02.2006 - 11.2015
President
Oberlin Financial Services
08.2004 - 02.2006
Accounting and Finance
Indiana Wesleyan University
Business Administration and Management
University of Toledo
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