Joel Corush
Woodstock,IL
Summary
Outgoing and self-motivated Owner with history of managing efficient and profitable businesses. Skilled in meeting client needs through active listening and clear communication, while delivering the highest level of service. Maintain profitability by managing budgets, controlling expenses, and recommending procedural changes and improvements.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Business Owner/Operator
Esjays Helping Hands, Inc. (In-Home Non-Medical Care Agency)
02.2015 - Current
- Perform initial client assessment and admission
- Coordinate client care/education
- Case management
- Hire, train, and direct staff
- Establish and implement policies and procedures
- Built successful business from ground up in 7 years
- Created culture focused on customer service and satisfaction, resulting in improved customer loyalty and retention
- Met with prospective clients to present company offerings, discuss products, and showcase service solutions
- Coordinated and supervised training of team members to consistently meet customer needs
- Improved customer satisfaction and loyalty by providing quality care and building atmosphere focused on positive experiences.
Senior Financial Advisor
JDC Financial
05.1988 - 11.2016
- Consistently prospected new leads and capitalized on business opportunities to increase overall client base
- Interviewed clients to determine income, expenses, tax status, and financial objectives
- Analyzed financial information to determine strategies for meeting objectives
- Recommended tailored investments, trusts, and life insurance plans to address needs
- Implemented systems to Improve financial forecast projections
- Prepared investment performance reports, financial summaries, and income projections to educate clients about state of finances
- Provided in-person and phone consultations to analyze and manage client assets and liabilities to enhance net worth
- Kept client financial portfolios and investment plans up-to-date with latest and best strategies.
Education
Graduate Certificate - Financial Fraud Examination and Management
St. Xavier University Graduate School of Management
Chicago, ILBachelor of Science - Accounting
University of Illinois
Chicago, ILSkills
- Customer Service
- Active Listening
- Communication
- Organization
- Human Resources
- Financial planning
- Business marketing
- Operations management
- Staff hiring
- Financial management
Certification
- Certified Senior Advisor
- Certified Dementia Practitioner
- IL Insurance Producer's License
- Certified Public Accountant - Retired
- Certified Financial Planner - Retired
- Certified Fraud Examiner - Retired
Timeline
Business Owner/Operator
Esjays Helping Hands, Inc. (In-Home Non-Medical Care Agency)
02.2015 - Current
Senior Financial Advisor
JDC Financial
05.1988 - 11.2016
Graduate Certificate - Financial Fraud Examination and Management
St. Xavier University Graduate School of Management
Bachelor of Science - Accounting
University of Illinois