To seek and maintain flexible part time position that offers professional challenges utilizing interpersonal skills and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Area Director/Owner
Club Z! In Home Tutoring
07.2013 - 11.2020
Consulted with customers to assess needs and propose optimal solutions.
Led screening, hiring and staff scheduling to maintain compliance with group goals.
Trained and motivated employees to perform daily business functions.
Served as primary point-of-contact with contractors..
Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
Conducted target market research to discover customer needs and analyze competitor trends.
Prepared annual budgets.
Worked with marketing teams to create print and online advertisements to bring in new customers.
Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
Client Management Representative II
Fidelity Investments
07.2011 - 06.2013
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Educated and worked with clients to find accurate solutions.
Resolved service requests.
Call of the month award
Professional Coach and Trainer, Stress Less Living
Self Employed
01.2006 - 01.2011
Developed and maintained relationships with community organizations and agencies.
Assessed strengths and weaknesses to develop techniques and increase preparedness.
Analyzed and adjusted strategies to enable flexibility and maximize success.
Provided guidance to clients in overcoming challenges and identifying opportunities.
Encouraged clients to find creative solutions to problems and maintain motivation.
Improved clients' coping with routine life activities such as food budgeting and rental payments.
Analyzed client feedback to adjust coaching sessions accordingly.
Assisted clients in setting and achieving personal and professional goals.
Provided feedback to succeed.
Collaborated with various stakeholders to promote social services.
Spoke with senior citizen groups to expand community engagement and program outreach.
Administered and tracked client service payments.
Coordinated with local government to provide resources to clients.
Assisted in developing marketing materials to promote coaching services.
Developed and delivered presentations to educate clients on topics related to coaching.
Developed and implemented programs to engage and empower underserved populations.
Researched latest industry trends and developments to keep abreast of best practices.
Monitored and evaluated impact of social services on community.
Participated in meetings with stakeholders to discuss program objectives and strategies.
Developed and implemented strategies to enhance quality of social services.
Assisted clients with developing strategies to manage stress and increase productivity.
Cultivated and maintained relationships with community members to facilitate outreach activities.
Created and implemented innovative strategies to engage clients in coaching journey.
Determined needed and relevant interventions based on each client's cognitive abilities and current needs.
Provided support to social service clients in navigating available resources.
Developed and maintained accurate records of programs and services.
Monitored progress towards service plan goals.
Facilitated communication between clients and other service providers.
Facilitated outreach activities to build community awareness.
Consultant: P&P Development and Team Development
Easter Seals North Carolina
08.2003 - 01.2011
Developed a team of professionals from multiple organizations to collaborate, develope and implement a single Policy and Procedure Manual
Analyzed problematic areas to provide recommendations and solutions.
Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
Created and developed detailed work plans to meet business priorities and deadlines.
Educated staff on organizational mission and goals to help employees achieve success.
Developed and updated tracking spreadsheets for process monitoring and reporting.
Devised and implemented processes and procedures to streamline operations.
Gathered, organized and input information into digital database.
Maintained database systems to track and analyze operational data.
Helped meet changing demands by recommending improvements to business systems or procedures.
Created and managed project plans, timelines and budgets.
Conducted regular reviews of operations and identified areas for improvement.
Generated reports detailing findings and recommendations.
Developed effective improvement plans in alignment with goals and specifications.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Prepared presentations to explain revisions, enhancements and process improvements of organization's systems and programs.
Assistant Director
Easter Seals North Carolina
05.1998 - 08.2003
Worked closely with management to provide effective assistance for specific aspects of business operations.
Trained and mentored new employees on industry practices and business operations.
Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
Created and updated records and files to maintain document compliance.
Provided human resources services.
Directed team focused on taking development projects through monetization and mass production.
Engaged analytical subject matter experts outside project teams to drive troubleshooting of critical process-related deviations and enhance process improvements.
Supported health agency inspections as liaison to regulatory agencies on technical and manufacturing issues related to assigned product and processes.
Supported continuous process and performance improvement for manufacturing issues, robustness and compliance.
Communicated all capacity, sourcing and technology gaps with upper management.
Reviewed proposed regulatory changes and evaluated potential impacts on business operations.
Assessed risks associated with team activities and implemented appropriate procedures to mitigate potential problems.
Trained and developed department leaders and management staff for specific projects and ongoing operational needs.
Led teams of up to nine direct reports and 400+ indirect reports, supervising daily performance as well as training and improvement plans.
Prioritized tasks and allocated resources appropriately to keep teams focused and productive.
Assisted senior leadership in managing all aspects of operations.
Partnered with educators to instruct and mentor students with developmental and physical disabilities.
Tracked key business metrics and made recommendations for proactive adjustments to policies and procedures.
Worked closely with management to provide effective assistance for specific aspects of business operations
Trained and mentored new employees on industry practices and business operations
Created and updated physical records and digital files to maintain current, accurate, and compliant documentation
Created and updated records and files to maintain document compliance.
Created and implemented statewide HIPAA program.
Led two year accreditation process, achieving the highest level of accreditation.
Education
Bachelor of Science - Psychology
Western Carolina University
Cullowhee, NC
1988
Executive Coaching Certificate Program
North Carolina State University
Raleigh, NC
2010
Master of Science - Organizational Management
Pfeiffer University
Misenheimer, NC
2002
Professional in Human Resources (PHR)
SHRM
1995
Skills
Effective Communicator and Public Speaker
Employee Motivation and Performance
Personnel Management
Approachable and Outgoing
Articulate Communication
Customer Needs Assessments
Strategize Plans
Improve Policies
Competition Evaluation
Adaptable and Flexible
People and Culture
Facebook Marketing
Timeline
Area Director/Owner
Club Z! In Home Tutoring
07.2013 - 11.2020
Client Management Representative II
Fidelity Investments
07.2011 - 06.2013
Professional Coach and Trainer, Stress Less Living
Self Employed
01.2006 - 01.2011
Consultant: P&P Development and Team Development
Easter Seals North Carolina
08.2003 - 01.2011
Assistant Director
Easter Seals North Carolina
05.1998 - 08.2003
Bachelor of Science - Psychology
Western Carolina University
Executive Coaching Certificate Program
North Carolina State University
Master of Science - Organizational Management
Pfeiffer University
Professional in Human Resources (PHR)
SHRM
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