JESSIE WILLIS
Chaska,MN
Summary
Dynamic business owner with over 15 years of experience in hockey training and a proven track record in relationship management and revenue growth. Passionate about delivering exceptional experiences for customers, thriving in high-pressure environments where customer service and sales are paramount. My background in institutional finance complements the entrepreneurial spirit, making me well-equipped to contribute to a mission focused on athlete development and community engagement.
Overview
25
25
years of professional experience
Work History
Business Owner
Breakaway Hockey
01.2008 - Current
- Owner and operator for over 15 years
- Managed parent/athlete relationships for over 500 families annually
- Goal based training helping athletes attain their athletic and personal goals
- Managed multiple business relationships, between Youth Association, Ice Arena's, advisors and junior programs
- Increased annual revenue by $300,000 through expansion into new markets
- Established strong customer relationships through excellent communication and attentive service.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Consulted with customers to assess needs and propose optimal solutions.
- Managed financial operations to ensure fiscal responsibility, including budgeting, forecasting, and financial reporting.
Financial Advisor
Klein Financial Services
01.2000 - 01.2009
- Managed a book $10,000,000 book of business
- Built rapport with Bank clientele, managing warm and cold leads to build profit center for the Bank
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Bachelor of Science Degree - Institutional Finance
Minnesota State University
Mankato06-1999
Skills
- Entrepreneurial personality
- Hard working and always learning
- Bookkeeping
- Scheduling
- Customer service
References
- Steve Delich, 9522922133
- Ken Essay, 5077795263
Timeline
Business Owner
Breakaway Hockey
01.2008 - Current
Financial Advisor
Klein Financial Services
01.2000 - 01.2009
Bachelor of Science Degree - Institutional Finance
Minnesota State University
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