Kyle Sandry
Littleton,CO
Summary
A highly driven Financial Professional that is looking to expand the capacity in which I can help people by offering comprehensive Financial Advice.
Overview
5
5
years of professional experience
Work History
Customer Relationship Advocate
Fidelity Investments
07.2023 - Current
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues
- Maintained above average CEI and CPH for 6 running months
- Spearheaded driving up team metrics through statistical analysis
- Consistently met or exceeded performance metrics related to customer service quality, responsiveness, and issue resolution.
- Developed rapport with customers, understanding their needs and providing tailored solutions to enhance their experience.
Financial Service Representative
NEW YORK LIFE
05.2023 - 06.2023
- Passed Colorado Insurance Licensing exam on the first attempt
- Sourced phone calls to schedule and set up appointments with prospects in my warm market
- Attended networking and social events to expand and broaden my network within the Denver community
- Learned and developed my skills in conducting financial guidance appointments with prospects.
Server
YAYA'S EURO BISTRO
04.2023 - 03.2024
- Top 5 performers in price per guest served after first 3 months of employment
Front Of House Manager
CINZZETTI'S ITALIAN MARKETPLACE
06.2021 - 03.2023
- Oversaw a business that conducts roughly 7 million dollars a year in revenue
- Conducted interviews, oversaw the hiring process and managed the training, development and retention of 50+ Front of House staff, while assisting in managing 40+ kitchen staff
- Spearheaded the transition to new payment devices and training all staff and management on the new system
- Re-evaluated the costs and pricing and made changes where they were necessary as the costs of goods has increased.
Bar Manager
APPLEBEE'S BAR AND GRILLE
07.2019 - 06.2021
- Kept Bar Variance below 1% consistently during Bi-weekly inventory
- Maintained a safe, orderly and sanitary restaurant, scoring a 99% on my Food Safety Evaluation
- Managed employee performance, while holding all employees to the same high standards
- Monitored the dining area to achieve optimal customer experience
- Analyzed suppliers and developed a new order guide to ensure efficient procurement.
Education
Bachelor Of Science In Hospitality Management -
Iowa State University
12.2017
Skills
- Life and Health Insurance Licenses
- Series 7 & 63
- Currently working towards CFP
Timeline
Customer Relationship Advocate
Fidelity Investments
07.2023 - Current
Financial Service Representative
NEW YORK LIFE
05.2023 - 06.2023
Server
YAYA'S EURO BISTRO
04.2023 - 03.2024
Front Of House Manager
CINZZETTI'S ITALIAN MARKETPLACE
06.2021 - 03.2023
Bar Manager
APPLEBEE'S BAR AND GRILLE
07.2019 - 06.2021
Bachelor Of Science In Hospitality Management -
Iowa State University
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Casie CadwalladerCasie Cadwallader
Premium Client Experience Account Manager at Fidelity Charitable – Fidelity InvestmentsPremium Client Experience Account Manager at Fidelity Charitable – Fidelity Investments
Rashad IngramRashad Ingram
IT Support Specialist at Fidelity InvestmentsIT Support Specialist at Fidelity Investments
Dee JonesDee Jones
Workplace Planning Consultant II at Fidelity InvestmentsWorkplace Planning Consultant II at Fidelity Investments
Analicia SalazarAnalicia Salazar
Business Development Center Agent at Schomp AutomotiveBusiness Development Center Agent at Schomp Automotive