Job Search Status
Open to workDesired start date: Immediately
Open To Work
James D. Whelan
Work Preference
Summary
"Dynamic professional with a unique background spanning therapeutic care, behavioral pet training, and financial advising. Exceptional communicator and problem-solver with a career-long commitment to client service and goal-oriented results. Adept at navigating complex client needs and maintaining high ethical standards across diverse industries."
Overview
39
39
years of professional experience
Work History
SoftWave Therapist
Natural Results Chiropractic Clinic
Front Royal, VA
04.2021 - 09.2023
- Analyzed feedback to refine clinic services, enhancing overall operational efficiency and effectiveness.
- Maintained detailed case notes and documentation, ensuring effective tracking of progress and continuity of care across providers.
- Built strong rapport with clients, fostering trust and open communication for effective therapy sessions.
- Educated patients on therapeutic techniques and lifestyle modifications for lasting improvement.
Pet Trainer
PetSmart
Manassas, VA
03.2017 - 06.2021
- Developed customized training programs to enhance pet obedience and behavioral skills.
- Conducted group training classes, fostering socialization among pets and their owners.
- Implemented positive reinforcement methods, improving pet retention rates in training programs.
- Assessed individual pet behaviors to tailor specific training approaches for diverse needs.
Investment Advisor
Dozier Whelan Associates
Annapolis, MD
04.1984 - 01.2016
- Advised clients on investment strategies to optimize portfolio performance.
- Conducted thorough market analysis to identify emerging trends and opportunities.
- Built strong relationships with clients through regular communication and personalized service.
- Led workshops on investment education for clients, fostering informed decision-making.
- Evaluated investment products to ensure alignment with client objectives and compliance standards.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Enhanced client retention rates through proactive portfolio reviews and ongoing relationship management efforts.
- Assessed tax implications of investment decisions, optimizing after-tax returns for clients within the confines of existing regulations.
- Leveraged cutting-edge technology tools to enhance portfolio analysis capabilities, leading to more accurate projections of risk-adjusted performance.
- Managed risk by diversifying investments across various sectors and asset classes.
Education
Bachelor of Science - Speech And Drama
Catholic University
Washington, DC05-1978
Skills
- Strong Customer Service Skills
- Risk Management and Compliance
- Adaptability Across Diverse Industries
- Problem Solving and Critical Thinking
- Client Relationship Management
- Effective Communication and Interpersonal Skills
Timeline
SoftWave Therapist
Natural Results Chiropractic Clinic
04.2021 - 09.2023
Pet Trainer
PetSmart
03.2017 - 06.2021
Investment Advisor
Dozier Whelan Associates
04.1984 - 01.2016
Bachelor of Science - Speech And Drama
Catholic University