Summary
Overview
Work History
Education
Skills
Timeline
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Jonathan McCrobie

Kilmarnock,VA

Summary

Goal oriented and highly motivated individual with a strong technical background. Great at building relationships and facilitating improvement initiatives. Extremely creative and resourceful implementor. Proven track record that adversely manifests strong and effective organization skills. Brings a great attitude with a vigorous ability to learn and grasp concepts quickly. Understands aspects of what it takes to run a business from IT to sales to marketing.

Overview

16
16
years of professional experience

Work History

AVP / Operations Manager

BRB Financial Group
12.2022 - Current
  • Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
  • Interacted well with customers to build connections and nurture relationships.
  • Trained new employees on proper protocols and customer service standards.
  • Performed monthly fee reports and statements for clients.
  • Created AUM and Report of Trust Assets for the BOD
  • Perform daily operations to ensure smooth transactions for clients and advisors
  • Help clients with online access


Wealth Management Associate

BRB Fiancial Group
01.2022 - 12.2022
  • Streamlined operational processes, significantly reducing turnaround time for client requests and transactions.
  • Assisted in the development of marketing materials, increasing brand awareness and attracting new clientele.
  • Maintained compliance with industry regulations by staying current on updates and implementing necessary changes to policies and procedures.
  • Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.

Office Consultant /Project Estimator

Twin Rivers Roofing & Construction
08.2021 - 01.2022
  • Changed an outdated analog office system and converted these methods it into a digital, more efficient way of performing daily operations.
  • Created and revised social media accounts to generate more online leads and sales.
  • Analyzed and calculated field measurements.
  • Surveyed blueprints and plot plans to create proposals and process work orders in a timely manner.
  • Utilized a cost estimation system that documented project information and revised project costs to reflect current data.
  • Delivered comprehensive bid proposals for residential and commercial projects.
  • Fabricated a digital drafting table that ensured 100% accurate proposals with minimal project waste.

Manager /Owner

Mobile Tech Electronics Repair
03.2018 - 08.2021
  • Managed day-to-day operations.
  • Repaired a wide array of electronic devices (cell phones, tablets, laptops, personal computers, and gaming devices).
  • Removed, fixed, and replaced components such as LCD's, batteries, charging ports, speakers.
  • Set up networks and computers for businesses and residential customers.
  • Helped customers with forgotten passwords and locked accounts.
  • Created and maintained all social media accounts.
  • Conducted target market research to scope out industry competition and identify advantageous trends.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Monitored market conditions to set accurate product pricing to take advantage of emerging trends.
  • Assessed supplier quality to maintain tight cost controls and maximize business operational performance.

Electronics Repair Technician

Fruit Fixed
02.2014 - 02.2018
  • Created detailed estimates and accurate work order documentation, factoring in labor costs and materials needed to successfully complete high-quality work.
  • Specialized in repairing Apple and Android devices.
  • Installed and configured new devices and system components.
  • Monitored company inventory to keep stock levels and databases updated.
  • Created plans and communicated deadlines to ensure projects were completed on time.
  • Oversaw signage, pricing, and shelf labeling to promote neat, professional presentation.
  • Kept customers and other employees up-to-date on the latest devices and technology by performing frequent product demonstrations.

Computer Repair Technician

Computer Wizard
04.2008 - 10.2011
  • Researched and identified issues with computers and advised staff and clients on plans of action.
  • Used diagnostic tools to identify hardware failures and replace non-functional components.
  • Repaired PC systems and peripherals such as monitors, networking equipment, printers, and more.
  • Backed up customer data on regular basis, successfully recovering critical information after malware attacks.
  • Explained technical information in clear terms to non-technical individuals to promote better understanding.

Education

Cyber And Information System Technology - Computer Networking

ECPI University
Richmond, VA
2015

Skills

  • Information Technology
  • Device Setup and Repair
  • Microsoft Office Skills
  • Social Media Marketing
  • Problem Solving
  • Customer Service
  • Organization
  • Creative Thinking
  • Operations Management
  • Procedure Implementation

Timeline

AVP / Operations Manager

BRB Financial Group
12.2022 - Current

Wealth Management Associate

BRB Fiancial Group
01.2022 - 12.2022

Office Consultant /Project Estimator

Twin Rivers Roofing & Construction
08.2021 - 01.2022

Manager /Owner

Mobile Tech Electronics Repair
03.2018 - 08.2021

Electronics Repair Technician

Fruit Fixed
02.2014 - 02.2018

Computer Repair Technician

Computer Wizard
04.2008 - 10.2011

Cyber And Information System Technology - Computer Networking

ECPI University

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Jonathan McCrobie