Summary
Overview
Work History
Skills
References
Certification
Timeline
Generic

Judith Flynn

Glastonbury,Connecticut

Summary

Purposeful and innovative entrepreneur with a successful history in building and growing businesses. Proven expertise in health and wellness quick-serve beverage industry, Demonstrated by the establishment and expansion of The Fresh Monkee to five locations with annual sales of $3 million. Adept at team leadership, training, and fostering a customer-centric approach. Experience in financial advisory roles, contributing to client success and business growth.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Founder and Owner

The Fresh Monkee, LLC
06.2014 - Current
  • Established and led a health and wellness quick-serve beverage company, growing it to five locations with over fifty employees
  • Achieved annual sales of $3 million through a focus on customer service and unique product and quality
  • Established and managed a successful Franchise arm, signing on multiple franchises in various states.
  • Established a successful business by identifying market needs and developing innovative solutions.
  • Attracted top talent for the company, fostering a collaborative and high-performance work environment.
  • Drove revenue growth by launching new products and services that met customer demands.
  • Negotiated favorable contracts with suppliers, reducing costs while maintaining product quality.

Financial Advisor

Essex Financial
01.2013 - 01.2014
  • Built and maintained a high-net-worth client base, ensuring client plans were aligned with changing goals
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
  • Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.

Account Executive

Fidelity Brokerage Services
03.2010 - 08.2011
  • Established and maintained relationships with individual and business customers
  • Analyzed market conditions through reviewing securities transactions and trends
  • Determined customers’ financial services needs and provided ongoing portfolio management.
  • Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
  • Streamlined account management processes for increased efficiency and improved client retention rates.
  • Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.

Financial Advisor

Securities America
04.1996 - 09.2009
  • Conducted comprehensive financial analysis to determine strategies for meeting clients’ objectives
  • Provided detailed information and explanations to clients about financial plans and strategies
  • Regularly reviewed clients’ accounts and plans for reassessment and adjustments
  • Recommended strategies for achieving financial goals, including cash management, insurance coverage, and investment planning.

Skills

  • Trends Analysis
  • Customer Acquisition
  • Strategic Planning
  • Consulting
  • Operations Management
  • Financial Management
  • Business Administration
  • Marketing
  • Staff Management
  • Team Leadership
  • Business Planning
  • Process Improvements
  • Entrepreneurial and Innovative

References

Available Upon Request

Certification

Prior state certified Emergency Medical Technician

Timeline

Founder and Owner

The Fresh Monkee, LLC
06.2014 - Current

Financial Advisor

Essex Financial
01.2013 - 01.2014

Account Executive

Fidelity Brokerage Services
03.2010 - 08.2011

Financial Advisor

Securities America
04.1996 - 09.2009

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Judith Flynn