Mason Runner
Hopkins,SC
Summary
Compassionate and dedicated professional with a Bachelor of Science in Public Health, currently obtaining Masters of Social Work. Experienced in building rapport and assessing client needs. Possesses a willingness to learn and adapt to new situations. Currently seeking a role that allows leveraging passion for advocacy and problem-solving in a collaborative, client-focused environment.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
04.2024 - Current
- Provided comprehensive financial planning and investment advice to clients, tailoring strategies to meet their individual goals and risk tolerance
- Analyzed clients' financial situations, including income, expenses, assets, liabilities, and tax status to develop personalized recommendations
- Built and maintained strong client relationships through regular communication, meetings, and reviews of financial plans
- Conducted thorough analysis of insurance policies (life insurance, disability insurance) to ensure adequate coverage for clients' protection needs
- Participated in professional development opportunities such as conferences or seminars focused on new products or industry trends
- Generated leads through networking events or referrals from existing satisfied customers
- Maintained accurate and up-to-date client records in compliance with regulatory requirements
Personal/Group Trainer and Wellness Coach
MÜV Fitness
12.2022 - 04.2024
- Conduct fitness assessments, designed individualized workout/nutrition plans, and consistently exceeded monthly personal training sales targets by utilizing a client-centric approach and effective communication skills
- Lead group fitness classes while simultaneously managing the highest client base of 40+ individuals, ensuring personalized attention and achieving a 100% satisfaction rate
- Motivate and support clients throughout their fitness journey by monitoring progress and adjusting plans as needed to ensure continuous improvement
- Implement creative sales and marketing strategies, such as client referrals and promotional events, to attract new clients
Data Coordinator
Sarah Cannon Research Institute
02.2020 - 03.2021
- Supported Clinical Trial Managers in meeting industry trial data deadlines, case report form completion, and query resolution
- Obtained source documentation for patients enrolled into clinical trials
- Created and maintained patient visit tracking spreadsheets and organized archived study-based administrative files
- Assigned special procedural projects to enhance the functioning of Drug Development Data Operations
- Assessed adherence to SCRI SOPS, Good Clinical Practice (GCP) regulations and guidelines
- Worked closely and effectively with all other department personnel and completed additional tasks as assigned
Education
Master of Science - Social Work
Walden University
Minneapolis, MN05-2027
Bachelor of Science - Public Health
Western Kentucky University
Bowling Green, KY05-2019
Skills
- Empathetic
- Positive
- Culturally Competent
- Economically Intellectual
- Technologically Proficient
Certification
- Certified personal trainer
- Life and health insurance
- Work site health promotion
- health education
- Certified nutrition coach
Timeline
Financial Advisor
Northwestern Mutual
04.2024 - Current
Personal/Group Trainer and Wellness Coach
MÜV Fitness
12.2022 - 04.2024
Data Coordinator
Sarah Cannon Research Institute
02.2020 - 03.2021
Master of Science - Social Work
Walden University
Bachelor of Science - Public Health
Western Kentucky University
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