Kristeen Khountham
Jacksonville,FL
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
Jacksonville, FL
04.2008 - Current
- 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 account
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- 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.
- Facilitated new client onboarding process and investment account setup.
- Delivered strategic investment advice for individual and corporate clients.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- 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.
- 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.
Territory Manager
US Foods
Ormond Beach, FL
05.2014 - 11.2017
- 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
- Developed and implemented strategies to increase sales in assigned territory.
Operations Manager
Big Easy Cajun Management Corporation
Jacksonville, , FL
05.1998 - 04.2014
- 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
JACKSONVILLE, Florida
11.1994 - 09.1997
- 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
jacksonville, FL
05.1988 - 01.1991
- 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.
- Maintained open lines of communication with supervisors regarding potential issues or concerns impacting the efficiency of assembly processes.
- Ensured workplace safety, adhering to company guidelines and OSHA standards at all times.
- Ability to used these basic hand tools such as wrenches, pliers, screwdrivers, hammers, and measuring devices are essential for tasks that require manual dexterity and precision.
- Expedited order fulfillment through effective prioritization of tasks and time management skills.
- Consistently met or exceeded production targets by maintaining a focused and efficient work approach.
- Inspected all work for quality and compliance with design standards.
- Routinely Inspection Equipment: Instruments like calipers, micrometers, gauges, and vision systems are used to check the quality, dimensions, and alignment of components to ensure they meet specifications.
Education
MBA - Business Administration And Management
University of Pheonix
Jacksonville, FL09.2007
Bachelor of Science - Business Administration And Management
Minnesota State University - Mankato
Mankato, MN06.1991
Skills
- Investment advice
- Relationship building and management
- Entrepreneurship
- Critical Thinking
- Honest and Dependable
- Bilingual, Laos, Thai
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
05.2014 - 11.2017
Financial Advisor
World Financial Group/ Transamerica Financial Advi
04.2008 - Current
Operations Manager
Big Easy Cajun Management Corporation
05.1998 - 04.2014
Public Assistance Specialist
Florida Department Of Child And Family Services
11.1994 - 09.1997
Technician
Seagate Technology LLC
05.1988 - 01.1991
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.
Similar Profiles
Kristeen KhounthamKristeen Khountham
Financial Advisor at World Financial Group/ Transamerica Financial AdviFinancial Advisor at World Financial Group/ Transamerica Financial Advi
Carlos OliverosCarlos Oliveros
Senior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial AdvisorsSenior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial Advisors
Opeoluwa AjayiOpeoluwa Ajayi
Business Development Manager at World Financial Group IA, LiT GroupBusiness Development Manager at World Financial Group IA, LiT Group