Jo Ann Wolverton
Sarasota,FL
Summary
Dynamic business owner with a proven track record in customer relations and small business operations. Successfully enhanced client satisfaction and loyalty at Jo Ann Wolverton, Inc. by implementing efficient processes. Skilled in relationship building and financial management, with experience in real estate agent support at Anywhere Real Estate.
Overview
26
26
years of professional experience
Work History
Agent Lead Generation Specialist
Anywhere Real Estate
Sarasota, FL
10.2017 - 11.2024
- Informed agents of policies and procedures.
- Maintained accurate records of agent communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- Assisted clients (agents) in navigating the Issues, ensuring timely resolution of issues and optimal outcomes.
Owner
Jo Ann Wolverton
08.1998 - 10.2017
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Implemented marketing strategies to increase brand awareness and attract new customers.
Stock Broker
PaineWebber
04.1999 - 04.2004
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Maintained strict adherence to ethical guidelines, fostering trust among clients and colleagues.
- Negotiated favorable trade executions, ensuring best possible pricing for clients'' transactions.
- Collaborated with a team of financial professionals to provide comprehensive wealth management services.
Education
Some College (No Degree) - Accounting Management
Cameron University
Lawton, OKSkills
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
- Also co-owned Wolverton Construction from 1974 to 1988 Built home and apartment for the Farmers Home Administration
Chairman of the Board, Longboat Key Chamber of Commerce-2000-2004
Under my leadership, we expanded the membership to include St. Armands Circle, expanding our membership by over 100 businesses.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Agent Lead Generation Specialist
Anywhere Real Estate
10.2017 - 11.2024
Stock Broker
PaineWebber
04.1999 - 04.2004
Owner
Jo Ann Wolverton
08.1998 - 10.2017
Some College (No Degree) - Accounting Management
Cameron University
Similar Profiles
Judith JacksonJudith Jackson
Real Estate Coordinator at Anywhere Real EstateReal Estate Coordinator at Anywhere Real Estate
Yusuf AlkacYusuf Alkac
Senior Data Analyst at Anywhere Real EstateSenior Data Analyst at Anywhere Real Estate
Michelle BergevinMichelle Bergevin
Transaction Processor at Anywhere Real EstateTransaction Processor at Anywhere Real Estate