Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Kyle Ross

Manchester,New Hampshire

Summary

Motivated and quick-learning individual with a strong foundation in customer service and consultative sales techniques. While new to the oil heat tech field, I am eager to apply my problem-solving skills and commitment to excellence to quickly become a valuable asset to the team. Known for reliability, a strong work ethic, and the ability to build lasting client relationships, I am driven to contribute to company success through efficient service and continuous learning.

Overview

15
15
years of professional experience
1
1
Certification
1
1
year of post-secondary education

Work History

Financial Representative

Rise North Capital
02.2024 - 07.2024
  • Proactively engaged with potential clients through direct outreach and consultative sales techniques, delivering tailored solutions to meet their specific needs
  • Managed finances and overall business direction through solutions-oriented problem-solving.
  • Reviewed community and industry markets to increase number of clients and expand overall market share.
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.

Director of Client Services

Globe Wealth Management
08.2013 - 02.2024
  • Strategized and executed process and procedure development for the client services team, resulting in notable improvements in efficiency and productivity
  • Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
  • Organized daily workflow and assessed appropriate staffing to provide optimal service.
  • Assumed responsibility as the main point of contact for all non-advice client matters
  • Supervised and directed one direct report, effectively delegating clerical tasks to ensure seamless operations
  • Conducted routine meetings with staff to best address client service matters

Staff accountant

Bigelow & Company, PC
05.2012 - 04.2013
  • Similar tasks but increased scope

Staff accountant

Leone, McDonnell & Roberts
01.2010 - 01.2012
  • Demonstrated attention to detail and efficiency by managing complex tasks under time constraints
  • Worked collaboratively in a team environment to complete projects efficiently, ensuring accuracy and meeting tight deadlines

Education

NORA Oil Heat Tech - Bronze - Oil Heat Technician

New Hampshire School of Mechanical Trades
Manchester, NH
02.2024 - 10.2024

Masters in Accounting -

University of New Hampshire
Durham, NH
01.2010

Skills

  • Heating and ventilation repairs
  • Electrical Wiring
  • Oil heat systems
  • Quality-focused
  • Valid NH driver's license
  • Dedicated Team Player
  • System Troubleshooting

Certification

  • NORA Oil Heat Tech - Bronze
  • OSHA 10 Certified
  • EPA 608 - Expected Feb 2025
  • Gas licensing - Will enroll in school as soon as I'm hired
  • Non-relevant financial licenses

Timeline

Financial Representative

Rise North Capital
02.2024 - 07.2024

NORA Oil Heat Tech - Bronze - Oil Heat Technician

New Hampshire School of Mechanical Trades
02.2024 - 10.2024

Director of Client Services

Globe Wealth Management
08.2013 - 02.2024

Staff accountant

Bigelow & Company, PC
05.2012 - 04.2013

Staff accountant

Leone, McDonnell & Roberts
01.2010 - 01.2012

Masters in Accounting -

University of New Hampshire

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Kyle Ross