Kala Guillily
Plattsburgh
Overview
12
12
years of professional experience
Work History
Compliance/Client Relationship Manager
Clute Wealth Management
06.2019 - Current
- Oversee all compliance aspects of the business, this also includes processing business licenses to keep current allowing it to run in compliance with the SEC, FINRA and the NFA
- This also includes individual advisor licenses in over 35 states
- Independently make important policy, planning and strategy decisions while creating and maintaining training materials, business policies & procedures
- Work with the Marketing team to implement new ways to grow the business with both current and new clients
- Construct personalized financial plans to help clients achieve financial goals; including savings, budgets, insurance and tax strategies
- Research stocks, mutual funds, bonds etc
- And propose orders to buy and sell to the supervisor
- Run and report monthly financial reports and balance sheets for clients and the business
- Oversee all transactions related to account receivables, along with paying bills from appropriate accounts and reconcile the business accounts.
Purchasing Manager/ Apprentice Optician
Eye care for the Adirondacks Associations in Ophthalmology
11.2016 - 06.2019
- Provide guidance and recommendations to patients by identifying their particular needs and wants for their everyday lifestyles
- Accurately enter optical orders while exceeding monthly sales quota of 30,000 by 40%
- Perform account reconciliation and resolve variances within customer accounts such as denied/rejected claims and reimbursements
- Maintain stable inventory level of 1,800 pieces with a value of $400,000 by continuously processing orders and keeping record of physical counts
- Sourced vendors and built relationships all while negotiating prices and terms resulting in overall lower investments; 11 current vendors
- Training new hires on products, ordering and policies.
Accredited Sales Professional
Perrywinkle’s Fine Jewelry
06.2014 - 01.2017
- Engaged new customers and built key customer relationships through effective time and management to exceed sales goals and increase profit opportunities
- Applied excellent communication skills and ability to establish rapport to close sales and meet targets
- Follow up with open customer profiles by phone and email
- Completed physical inventory counts every 6 months and brought shrink down by 3% from previous management numbers
- Coordinate and schedule local Community events internally and externally.
Customer Service Manager
Bed Bath & Beyond
06.2012 - 08.2014
- Conduct daily audits on each employee and their cash drawer, along with end of day audits and banking
- Approved all overrides and provided a key turn for customer service employees when managers approval was needed
- Diminished financial discrepancies and Monterey transactions, including deposits and credit card transactions
- Managed day to day operations including assignments and scheduling for all 16 sales/customer service team members
- Direct training of new team members and mentored each to promote productivity, accuracy and friendly service
- Promote and implement staff in loss prevention measures, and produce zero liability incidents and reduce overall inventory shrink.
Education
General Education -
Clinton Community College
05.2013
High School Diploma -
Beekmantown Central School
01.2012
Skills
- Communication
- Business Management
- Training
- Decision Making
- Leadership
- Problem Solving
- Finance
Timeline
Compliance/Client Relationship Manager
Clute Wealth Management
06.2019 - Current
Purchasing Manager/ Apprentice Optician
Eye care for the Adirondacks Associations in Ophthalmology
11.2016 - 06.2019
Accredited Sales Professional
Perrywinkle’s Fine Jewelry
06.2014 - 01.2017
Customer Service Manager
Bed Bath & Beyond
06.2012 - 08.2014
General Education -
Clinton Community College
High School Diploma -
Beekmantown Central School
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