Makala States
Wendys Restaurant
Monaca,PA
7
years of professional experience
Results-driven Financial Advisor experienced in developing personalized financial plans and tailored strategies that enhance client satisfaction and retention. Delivered ongoing client education through effective communication and problem-solving skills, supporting operational efficiency in fast-paced environments. Committed to teamwork and adaptability, fostering exceptional customer engagement and attention to detail.
Work History
Crew Memeber
1 Year 7 Months- Provided exceptional customer service by efficiently taking orders and addressing inquiries.
- Operated kitchen equipment safely while preparing food items according to quality standards.
- Collaborated with team members to maintain cleanliness and organization in dining area.
- Assisted in training new crew members on operational procedures and customer service techniques.
Financial Advisor
6 Years 9 Months- Developed personalized financial plans to meet clients' goals and objectives.
- Analyzed client portfolios to recommend adjustments based on market trends.
- Conducted market research to identify investment opportunities for clients.
- Provided ongoing support and education on financial products and services.
Education
High School Diploma
Skills
Customer service
exceptional costumer service
Team collaboration
Multitasking and organization
Time management
exceptional customer service
Cash handling
Cleaning
Point of sale
Food safety practices
Clear communication
Workstation maintenance
Financial advising
Adaptability
Accomplishments
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Crew Memeber
Wendys Restaurant
12.2024 - CurrentRead More
Financial Advisor
Self-employeed
10.2019 - 2024Read More
PA Cyber
High School Diploma
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