Joi Taylor

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Results-oriented uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.

• Customer Service: Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations, and resolving problems to maximize efficiency.
• Human Resources: Developed, coordinated, and implemented a new Child Care Management Model for the Marine Corps to improve employee morale, Equal Employment Opportunity (EEO) and Affirmative Action policies and increase center efficiency.
• Leadership: Trained, supervised, and managed 50 employees on childcare policies and 10 college tutors, on standard operations procedures, and proper communication.
• Management: Expertly managed childcare business and Academic Skills Center supervising more than 20 children and training over 30 new parents on the proper care of children and 10 tutors on educating current students.
• Policy Development: Developed and implemented company policies outlining substance abuse, sexual assault, equal opportunity, domestic violence, and professional development.
• Project Management: Directed, planned, supervised, and coordinated all activities, safety policies, proper planning of meals and times according to USDA guidelines by preparing daily and long-term schedules of daily activities that stimulated and educated children.
• Quality Communication: Interacted with local, state, and federal agencies within the US, ensuring policy, procedures and regulations were followed ensuring success of all the home childcare centers.
• Interacted with base Commanders ensuring all polices were established and followed.
• Interacted with 20 subordinate childcare providers, ensuring dissemination of guidance and coordination of tasks.
• Advanced correspondence to include company policy authoring.
• Established monthly training schedules and plans for each month.
• Training: Successfully trained staff in all policies and procedures while focusing on minimizing errors and generating superior results.
• Training: Responsible for training all new employees to ensure continued quality of customer service.