Marleny Knezek
Humble,TX
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Reliable employee seeking open position. Offering excellent communication and good judgment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Certified Financial Advisor Team Lead
Primerica
07.2012 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Guided clients through compiling important financial histories and documentation for evaluation.
Manager of Operations
Recare Health LLC
04.2021 - 06.2022
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
- Identified and resolved unauthorized, unsafe or ineffective practices.
- Partnered with vendors and suppliers to effectively manage and budget.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance.
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Assisted in recruiting, hiring and training of team members.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
Assistant Teacher
Kings Minor Emlementary
08.2007 - 05.2012
- Worked with teachers to design lesson plans and coordinate activities for classes, consistently noting successful ideas and identifying areas for improvement.
- Provided one-on-one and group-based learning support to maintain student progress and development.
- Kept students on-task with proactive behavior modification and positive reinforcement strategies.
- Performed staff monitoring duties such as overseeing recess, lunch and daily student intake and dismissal.
- Took over class for regular classroom teacher, managing assignments, student needs and recordkeeping.
- Kept records of student progress for teachers and parents and made notes on details such as behavior, grades, comprehension and personal growth.
- Administered quizzes and tests and documented grades.
- Assisted teachers with classroom management and document coordination to maintain positive learning environment.
Education
GED -
Lone Star College System, Humble TX
20000 Kingwood Dr, Kingwood, TX 7733901.
Skills
- Bilingual (English/Spanish)
- Customer Service Skills
- High Net Worth Individuals
- Financial Document Summaries
- Certified Financial Planner
- Customer Care
- Financial Knowledge
- Financial Analysis
Certification
- Life License - Current
Timeline
Manager of Operations
Recare Health LLC
04.2021 - 06.2022
Certified Financial Advisor Team Lead
Primerica
07.2012 - Current
Assistant Teacher
Kings Minor Emlementary
08.2007 - 05.2012
GED -
Lone Star College System, Humble TX
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