Summary
Overview
Work History
Education
Skills
Certification
Timeline
Awards
Generic

Kevin Cave

Papillion

Summary

Experienced with providing strategic guidance and support to clients. Utilizes analytical skills and effective communication to drive solutions. Track record of fostering strong client relationships and delivering impactful advisory services.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Client Success Advisor Advocate

Orion Advisor Technology
07.2020 - Current
  • Respond to all advisor questions and issues received by phone, email or chat in a quick manner and act as a single point of contact for assigned advisors.
  • Act as project manager on non-technical projects. Work with SME and Analyst teams to support multi-team projects keeping the advisor informed throughout the process.
  • Act as a technology consultant to ensure advisors are fully utilizing Orion technology to support their business requirements.
  • Train advisors, as needed, on available Orion system technology capabilities.
  • Analyze client request and deduce and explore possible solutions or forward request on to appropriate department following through until resolution.
  • Counsel advisors regarding best practices, policies, and procedures, as well as providing advice on how to handle situations encountered or requests.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Developed strong relationships with clients through regular communication and excellent customer service.
  • Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
  • Cultivated network of industry professionals to support client needs beyond traditional financial advisory services.

Personal Trainer

Life Time Fitness
10.2017 - 02.2019
  • Train clients to promote physical fitness by putting them through workouts that were geared towards the client’s fitness needs and goals.
  • Sell personal training packages and other services offered by Life Time that included Active and Resting Metabolic assessments.
  • Help club members with usage of equipment and questions about fitness and nutrition.
  • Sell supplements to clients based on their nutritional needs and fitness goals.
  • Contact members via telephone to schedule new member orientation sessions.

Personal Trainer

Genesis Health Club
07.2014 - 10.2017
  • Train clients to promote physical fitness by putting them through workouts that were geared towards the client’s fitness needs and goals.
  • Sell personal training packages based on the client’s current fitness needs.
  • Help club members with usage of equipment and questions about fitness and nutrition.
  • Sell supplements to clients based on their nutritional needs and fitness goals.
  • Contact members via telephone to schedule new member personal fitness assessments.
  • Motivated clients to stay on track with fitness goals with positive and friendly approach.
  • Increased client retention through consistent communication, motivation, and support.
  • Explained exercise modifications and contraindicated movements to participants with history of injury.

Police Officer

City of Omaha
09.2002 - 09.2012
  • Enforced traffic and criminal laws and apprehended criminals.
  • Interviews of suspects, victims and witnesses were conducted and then reports were written based on their statements.
  • Worked with the county attorney in prosecuting suspects by preparing written investigation reports and testifying in court.
  • Conducted criminal investigations into various types of crimes that included robbery, theft, felony assault and burglary.
  • Prepared email communications that summarized the details of a criminal investigation and then forward that information on to upper command.
  • Diffused volatile situations using verbal communication skills and remained calm and alert in stressful situations.

Income Processing Team/Teller

First National Bank
04.1999 - 09.2002
  • Worked on the Income Processing Team in the Wealth Management Group of First National Bank.
  • Duties included posting income payments for clients. That process included sorting through the payments and matching them up to ensure proper posting. This required a high level of attention to detail.
  • Reconciled the Trust account on a daily basis which required ensuring that millions of dollars went to the proper accounts. This included matching credits to debits and researching any outages.
  • Also worked as a teller where accurate customer banking transactions conducted.
  • Was also responsible for identifying and selling additional retail banking products and services to contribute to revenue and profitability objectives of the division.

Education

Bachelor of Science - Business Administration, Finance and Banking

University of Nebraska at Omaha
Omaha, Ne
08.2000

Skills

  • Effective relationship management
  • Critical analysis
  • Client relationship management
  • Problem-solving skills
  • Client engagement
  • Experienced with Microsoft Office tools

Certification

FINRA Series 65

Timeline

Client Success Advisor Advocate

Orion Advisor Technology
07.2020 - Current

Personal Trainer

Life Time Fitness
10.2017 - 02.2019

Personal Trainer

Genesis Health Club
07.2014 - 10.2017

Police Officer

City of Omaha
09.2002 - 09.2012

Income Processing Team/Teller

First National Bank
04.1999 - 09.2002

Bachelor of Science - Business Administration, Finance and Banking

University of Nebraska at Omaha

Awards

Received multiple letters of work well done while at the police department. At First National Bank received the Out of the Box award for developing a tracking program using Microsoft Access that was used to track bonds as they came into the department and were processed., Received award for top revenue generator for the fourth quarter 2015 at Gold’s Gym (Genesis purchased Gold’s gym). Multiple awards for being tops in sales in various industries.

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