Kimberly Shoemaker
Saugerties,NY
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Transamerica Life Insurance Company
Seattle, CA
04.2024 - Current
- I provide advice on tax-free vehicles.
- Communicate regularly with clients via phone and Zoom regarding their financial matters.
- Attend continuing education classes to stay abreast of changes in industry regulations and best practices.
- Answer clients' questions regarding details of financial plans and strategies.
- Consult with clients to assess and meet short- and long-term financial goals.
- Develop and expand financial planning relationships with customers through loyal and dedicated service.
- Negotiate and shop the entire marketplace to find the best fit for my clients.
- Perform hiring interviews to bring on new, talented business partners.
General Production Manager
IPA Tools
Woodstock, NY
01.2019 - 03.2024
- Conducted regular meetings with department heads to review progress against objectives, discuss challenges faced, and develop solutions.
- Manage daily production operations and ensured efficiency of all processes.
- Monitored staff performance, identified training needs, and provided coaching as needed.
- Led the team in problem-solving activities to resolve ant production issues and bottlenecks.
- Resolved conflicts between workers through effective communication and mediation skills.
- Implemented continuous improvement initiatives, such as Lean Manufacturing techniques, across the organization.
Department Lead
AMETEK Rotron
Woodstock, NY
06.2006 - 01.2019
- Developed and implemented departmental policies and procedures.
- Provided leadership, motivation, direction and support to team members in order to achieve individual success as well as team goals.
- Resolved customer complaints in a timely manner by identifying root causes of issues.
- Monitored employee performance and provided feedback to ensure job expectations were met.
- Provided training and guidance to new employees on policies and procedures.
- Supervised and delegated tasks to departmental personnel during manager's absence and busy periods.
- Oversaw department schedule, projects and quality standards.
Education
Some College (No Degree) - Physcology
Columbia Greene Community
Hudson, NYSkills
- Sales follow-up
- Client Relations
- Wealth Management
- Developing financial plans
- Funding education
- Advising on investments
- Mutual funds
- Planning for retirement
Certification
- Life and Health License - active
Timeline
Financial Advisor
Transamerica Life Insurance Company
04.2024 - Current
General Production Manager
IPA Tools
01.2019 - 03.2024
Department Lead
AMETEK Rotron
06.2006 - 01.2019
Some College (No Degree) - Physcology
Columbia Greene Community
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