James Vanek
Chicago,IL
Summary
Motivated to advance career, have experience educating clients on investment strategies, retirement planning and financial planning. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise. Proactive and goal-oriented professional with excellent time management and problem solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
11
11
years of professional experience
Work History
Retirement Services Specialist
Empower Retirement
08.2022 - 09.2025
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Monitored and updated financial plans to comply with client goals.
- Implemented exit strategies for clients to transition out of investments.
- Participant Satisfaction consistently above 4 out of 5
- Handled 50-70 calls a day, exceeded 100/day during Prudential and MassMutual acquisitions
Service Dog Trainer
City Bark Premier Dog Daycare and Boarding Resorts
06.2020 - 05.2022
- Employed positive reinforcement with animals using hand signal training method, voice rewards and food rewards.
- Evaluated animals to determine temperaments, abilities and aptitude for training.
- Observed dogs in groups of 10-20 and in various settings to determine behavioral concerns and problems.
- Watched dogs for triggers, signs of aggression and pack behaviors to formulate possible solutions.
Store Manager
The Green Solution
05.2017 - 03.2019
- Rotated merchandise and displays to feature new products and promotions.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Student Basketball Manager
TCU
05.2014 - 01.2016
- Responsible for clipping film for game and practice for individual players to breakdown
- Trained and supervised staff to consistently set up practices and team meetings
- Film breakdown of recruits, opponents, current players
- NIT Championship
Education
Business Management
Texas Christian University
Fort Worth, TXSkills
- Estate planning
- Asset allocation
- Retirement planning
- Handled 401k, 403b, 457 and 401a plans
- Microsoft Excel
- Multitasking Abilities
- Analytical skills
- Self motivation
- Problem-solving
- Attention to detail
Timeline
Retirement Services Specialist
Empower Retirement
08.2022 - 09.2025
Service Dog Trainer
City Bark Premier Dog Daycare and Boarding Resorts
06.2020 - 05.2022
Store Manager
The Green Solution
05.2017 - 03.2019
Student Basketball Manager
TCU
05.2014 - 01.2016
Business Management
Texas Christian University
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