Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Jennifer Colby

Irving,TX

Summary

Operations professional with over 19 years of experience optimizing processes and driving efficiency. Strong focus on team collaboration, strategic planning, and achieving measurable results. Adept at adapting to changing needs and leading cross-functional teams. Skilled in project management, process improvement, and resource allocation. Dependable and results-driven, known for enhancing operational performance.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Wealth Advisor With Operational Excellence

Bernstein Private Wealth Management
01.2021 - Current
  • Leads practice advising 41 high net worth families and individuals, nonprofits and closely held business owners, managing $110M.
  • Impact/Growth: Exceeded annual assets under management by over 230% in the first year. Earned Dallas Office’s Belt Buckle Award for best production and Finance & Investing Top 50 Financial Advisors for Dallas in 2022.
  • Process Improvement: Spearheaded initiatives to enhance client onboarding and online experience. Hand-selected to represent office for Client Experience team enhancing client retention and engagement.
  • Portfolio Management: Implemented advanced tax-efficient financial modeling techniques, leading to improved investment strategies and measurable enhancements in client returns.
  • Cross-Functional Communication: Built relationships with legal and tax professionals to partner and deliver comprehensive financial solutions, strengthening client relationships and enhancing goal-oriented decisions to optimize client success.

Branch Manager, Financial Advisor

Edward Jones Investments
01.2016 - 01.2021
  • Led $32M branch, 224 households, and one branch office administrator while acquiring clients, building/managing portfolios implementing solutions-based advice.
  • Impact/Growth: Drove 50% growth securing more than $15M in new assets and doubled client base from 36% to 72% by implementing tailored financial strategies, significantly enhancing revenue streams and client satisfaction.
  • Portfolio Management: Analyzed client portfolios to optimize investment performance, leading to noticeable gains in overall asset growth, client retention and asset consolidation from other investment firms.
  • Special Projects: Coordinated semiannual client seminars that fostered community engagement and strengthened relationships, resulting in increased referrals and trust.
  • Cross-Functional Communication: Developed customized estate planning solutions for high net worth clients, effectively addressing complex financial needs and securing long-term partnerships.
  • Strategic Leadership: Cultivated a supportive team environment, mentoring branch office staff to enhance service delivery and improve operational efficiency.

Operations Manager

Apple Inc.
01.2015 - 12.2015
  • Managed three areas and $500K budget for 130 in-store employees. Responsible for sales, daily operations, inventory, facility maintenance and visual standards.
  • Cross-Functional Communication: Facilitated cross-team coordination of eight employees, leading to seamless, on-time overnight product transitions and product adherence to corporate standards.
  • Analyzed sales trends to optimize inventory levels, ensuring availability while minimizing excess stock.
  • Process Optimization: Led Apple Team through new iPhone launch, creating an innovative process for quick access to iPhones that optimized employee efficiency and encouraged rapid turnaround for customers. Achieved 100% accurate inventory during launch event.
  • Strategic Leadership: Directly managed 20 sales team members. Fostered a positive team environment, empowering staff and enhancing performance through effective coaching and mentorship according to Apple’s improvement culture.

Chief of Staff

Altus Air Force Base
01.2013 - 01.2014
  • Served as Deputy Commander for five functional areas, totaling 330 military and civilian personnel and 28 facilities in support of 7,400 base personnel. Oversaw the base’s lodging, fitness center, food service, recreation centers, child development center, HR, unit and base deployment office, and mortuary affairs.
  • Managed seven military and civilian direct reports and $13M budget, cost-effective strategies, resulting in improved resource allocation and operational efficiency.
  • Strategic Leadership: Guided the team responsible for preparing the written submission for five functional areas and personally coached the staff for interviews with inspectors which resulted in the squadron being named as a “Top Performer” in the inspection and the base earning #1 in the Air Force for the Small Base Category.
  • Special Projects: Hand-selected as Ground Boss of base’s Air Show. Oversaw a $250,000 budget and coordinated across 28 base and community agencies. Planned and executed setup, teardown, operations, aircraft logistics, medical emergencies, parking, and traffic for 30,000 spectators.
  • Process Optimization: Established and implemented an innovative process to coordinate 1300 volunteer staffing slots, which became a standard operating procedure for Altus Air Force Base.
  • Led a team of 50 in executing over 85 military honors annually, fostering teamwork and ensuring dignified ceremonies across a vast service area.

Operations Officer

Fairchild Air Force Base
01.2012 - 01.2013
  • Served as senior administrative officer for Mission Support Group Commander (COO), supervising three team members in personnel and executive actions to support 1,200 military and civilian members. Nominated as the base’s Wilma Vaught Visionary Leader.
  • Process Optimization: Developed and implemented internal controls, streamlining correspondence processes and improving submission quality while meeting critical deadlines.
  • Leadership Support: Directly managed C-Suite’s correspondence, prepared briefs, coordinated across COO’s teams for effective and cohesive communication
  • Strategic Leadership: Supervised three team members to manage executive actions, fostering a collaborative environment that maximized team performance.

Education

MBA -

University of Maryland
Maryland

BS - Humanities

U.S. Air Force Academy
Colorado Springs, CO

Skills

  • Team leadership
  • Operations management
  • Customer service
  • Decision-making
  • Staff training
  • Project management
  • Management
  • Performance monitoring
  • Staff development
  • Customer relationship management
  • Strategic planning
  • Process improvement
  • Problem-solving
  • Employee relations and conflict resolution

Accomplishments

  • Earned the Top 50 Financial Advisors for Dallas in 2022.
  • Generated $110 million as a operational leader and wealth advisor to over 41 high net worth families and individuals.
  • Increased company growth by 50% with Edward Jones in securing more than $15M in new assets.
  • Earned Edward Jones Spirit of Partnership Award for exceeding expectations and Fort Junior Women's Club Charitable Volunteer of the Year 2017


Certification

  • SERIES 7 & 66 LICENSES Financial Industry
  • PMP CERTIFICATION Project Management Institute

Timeline

Wealth Advisor With Operational Excellence

Bernstein Private Wealth Management
01.2021 - Current

Branch Manager, Financial Advisor

Edward Jones Investments
01.2016 - 01.2021

Operations Manager

Apple Inc.
01.2015 - 12.2015

Chief of Staff

Altus Air Force Base
01.2013 - 01.2014

Operations Officer

Fairchild Air Force Base
01.2012 - 01.2013

MBA -

University of Maryland

BS - Humanities

U.S. Air Force Academy

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