Kristeen Khountham
Jacksonville
Summary
Dedicate and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environment. Self-motivated team player adept at cultivating and building lasting relationships across all demographic and management levels. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Financial Advisor
World Financial Group/ Transamerica Financial Advi
2008.04 - Current
- Coordinated with creative team to generate dynamic marketing content and communication tools for promotional campaigns.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Devised marketing plans using digital strategies, print advertising, and word of mouth tactics.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
- Facilitated new client onboarding process and investment account setup.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Delivered strategic investment advice for individual and corporate clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Helped clients make informed decisions about financial future.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Territory Manager
US Foods
2014.05 - 2017.11
- Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.
- Communicated regularly with territory, regional, and strategic managers for daily support and strategic planning for accounts.
- Established successful 37 accounts relationships by building rapport and maintaining consistent communication on a weekly basis.
- Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals
- Conducted regular market analysis to identify new opportunities for territory sales growth
Operations Manager
Big Easy Cajun Management Corporation
1998.05 - 2014.04
- Devised processes to boost long-term business success and increase profit levels.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Negotiated contracts with vendors and suppliers to obtain the best pricing and terms.
- Increased profit by streamlining operations.
- Partnered with vendors and suppliers to effectively manage and budget.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline of positions for a new organization.
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
- Oversee 350 employee performances and Benefits.
Public Assistance Specialist
Florida Department Of Child And Family Services
1994.11 - 1997.09
- Provided support to social service clients in navigating available resources.
- Determined needed and relevant interventions based on each client's cognitive abilities and current needs.
- Administered and tracked client service payments.
- Responsible and maintaining support to 165 families.
Technician
Seagate Technology LLC
1988.05 - 1991.01
- Maintained a safe work environment by strictly adhering to established safety protocols and guidelines.
- Trained new technicians on standard operating procedures, ensuring consistency across the team.
- Actively participated in continuous learning initiatives to stay updated on industry trends and advancements in technology.
- Reduced downtime for machines through proactive identification and resolution of technical issues.
- Performed assembly of products according to specifications and instructions.
- Kept work areas organized, tidy, and clean for maximum productivity.
- Reassembled and adjusted components to meet required specifications.
- Maintained open lines of communication with supervisors regarding potential issues or concerns impacting the efficiency of assembly processes.
- Supported continuous improvement initiatives, implementing Lean Manufacturing principles within the workspace.
- Ensured workplace safety, adhering to company guidelines and OSHA standards at all times.
- Expedited order fulfillment through effective prioritization of tasks and time management skills.
- Worked directly with QA personnel to identify and correct defects.
- Consistently met or exceeded production targets by maintaining a focused and efficient work approach.
- Inspected all work for quality and compliance with design standards.
Education
MBA - Business Administration And Management
University of Pheonix
09.2007
Bachelor of Science - Business Administration And Management
Minnesota State University - Mankato
06.1991
Skills
- Investment advice
- Relationship building and management
- Entreprenouship
- Critical Thinking
- Honest and Dependable
Affiliations
Asian Leaders Alliance, Wat lao Sibounhuenlvilay of Jacksonville, Filipino American Jacksonville Chamber of Commerce.
Certification
Security Series 6,63, and Florida State License 215, Florida State Public Assistant Specialist certification. A Certificate of Achievement of Dale Carnegie training.
Timeline
Territory Manager
US Foods
2014.05 - 2017.11
Financial Advisor
World Financial Group/ Transamerica Financial Advi
2008.04 - Current
Operations Manager
Big Easy Cajun Management Corporation
1998.05 - 2014.04
Public Assistance Specialist
Florida Department Of Child And Family Services
1994.11 - 1997.09
Technician
Seagate Technology LLC
1988.05 - 1991.01
MBA - Business Administration And Management
University of Pheonix
Bachelor of Science - Business Administration And Management
Minnesota State University - Mankato
Security Series 6,63, and Florida State License 215, Florida State Public Assistant Specialist certification. A Certificate of Achievement of Dale Carnegie training.
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