Mark Hoffman
Charlotte,NC
Summary
Seasoned Store Manager specializing in management of retail location. Polished professional skilled at training employees on exceptional customer service, top etiquette and sales techniques. Gifted in overseeing all facets of customer-facing and back-end business operations.
Overview
21
21
years of professional experience
Work History
Retail Store Manager
Inside-Out Sports
Charlotte, NC
07.2016 - Current
- Performed managerial duties at a retail sports boutique for the largest triathlon specialty store on the east coast
- Assumed this role amidst a declining macro environment and transitioned the business' to a new format in 2017
- Responsibilities include managing a staff of employees, head of sales and service departments, inventory management, strategic merchandising, customer interface & relationship building, and managing strategic partnerships
- Successfully grew the business ever year since accepting managerial responsibilities, more than doubling total sales amidst a challenging business environment from 2018 to 2022
- Exceeded sales goals and accomplished business objectives by inspiring staff, promoting target products, and building a positive relationship with the local community
Lead Salesman and Bike Technician
Uptown Cycles, LLC
Charlotte, NC
08.2015 - 03.2016
- Provided athletic and bicycle services at one of Charlotte’s premier bicycle shops
- Responsible for sales, service, customer service, and general operations
- Implemented new efficiency measures in sales and service departments, resulting in substantial growth in sales and revenue
Member Help Executive, Bicycle Technician, and Head of Bike Sales
TrySports, LLC
Charlotte, NC
04.2012 - 08.2015
- Provided athletic and bicycle services at emerging specialty retailer's flagship store location
- Expert product specialist in running, cycling, and general athletic gear
- Promoted three times in as many years and named head of $1.2M bicycle department in 2015
Senior Financial Advisor
UBS Financial Services, Inc.
Charlotte, NC
09.2008 - 07.2011
- Provided financial advisory and investment services at UBS Wealth Management national brokerage service center
- Developed and implemented retirement, educational, and personal investment portfolio strategies for retail investors
- Substantially grew assets under management and received promotion to Team Lead and Authorized Officer position in 2009
Registered Client Service Associate
UBS Financial Services, Inc.
Norfolk, VA
09.2007 - 08.2008
- Supported five independent Senior Financial Advisors in Norfolk branch office of global wealth management and advisory firm
- Prepared investment performance reports, account servicing, operations coordination and managed client relationships for a combined $37M of individual and institutional assets under management
- Received high performance reviews in all evaluations and was promoted to Financial Advisor position in fall of '08
Financial Advisor
Ameriprise Financial Services, Inc.
Virginia Beach, VA
11.2005 - 08.2007
- Sold comprehensive financial planning services as independent field advisor at America's largest financial planning firm
- Performed client prospecting and acquisition, personal money management analysis, and proposed tailored products & solutions for long-term financial success
- Attained #1 ranking in YTD sales among 1,200 first year advisors nation-wide from January to May of '07
Administrative Resident
Sentara Healthcare Systems, Inc.
Norfolk, VA
05.2004 - 08.2004
- Completed administrative residency at the flagship hospital of Sentara's fully-integrated healthcare delivery system
- Worked closely with Executive Administrators and G.R.E consulting firm to conduct feasibility analysis of various medical residency programs
Business Intern
Sentara Healthcare Systems, Inc.
Virginia Beach, VA
06.2002 - 08.2003
- Completed consecutive internships in the executive office of Optima Health Insurance Corporation
- Authored formal White Paper for Medicare product opportunities and presented findings to Executive Committee, resulting in formal decision to roll out new Medicare PPO plan in 2006
Education
Bachelor’s of Science - Mathematics And Economics
Emory University
Atlanta, GA05.2005
Skills
- Retail Operations
- Profit and Loss Management
- Inventory Management & Merchandising
- Hiring, Training and Managing Staff
- Sales Growth, Expertise, Leadership
- Performance Monitoring
- Strategic Partnerships
- Professional Relationships
- Customer Engagement
Timeline
Retail Store Manager
Inside-Out Sports
07.2016 - Current
Lead Salesman and Bike Technician
Uptown Cycles, LLC
08.2015 - 03.2016
Member Help Executive, Bicycle Technician, and Head of Bike Sales
TrySports, LLC
04.2012 - 08.2015
Senior Financial Advisor
UBS Financial Services, Inc.
09.2008 - 07.2011
Registered Client Service Associate
UBS Financial Services, Inc.
09.2007 - 08.2008
Financial Advisor
Ameriprise Financial Services, Inc.
11.2005 - 08.2007
Administrative Resident
Sentara Healthcare Systems, Inc.
05.2004 - 08.2004
Business Intern
Sentara Healthcare Systems, Inc.
06.2002 - 08.2003
Bachelor’s of Science - Mathematics And Economics
Emory University
Certifications Licensure
- FINRA-Registered and licensed Financial Advisor (2006 – 2013)
- Series 7 & Series 66
- Virginia State Life & Health Insurance
- USAT Level 1 Coaching license
- Society of Actuaries Exam 1 - Probabilities
Academic Coursework
- Managerial Economics
- Empirical and Statistical Methods
- Contemporary Public Issues in Economics
- Money and Banking
- Financial Accounting
- Stocks Bonds & Financial Institutions
- Mathematical Economics
- Decision Science
Skills Activities
- Self-motivated and proactive
- Strong analytic capability and attention to detail
- Excellent interpersonal and relationship-building skills
- Demonstrative of leadership qualities and professional style to hard work and achieving objectives
- Strong retention of technical details and ability to analyze and articulate practical customer-specific solutions
- Ongoing volunteer & supporter of Tri-It-For-Life women’s triathlon organization, Special Olympics, Sustain Charlotte, ASPCA
- Accomplished runner, cyclist, and triathlete
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