Word
Michael Pyrtle
Financial Advisor
Axton,VA
Summary
- Ape's Frozen Yogurt:
Reliable employee providing friendly, individualized service in store-front parlors and shops. Coordinated front desk manager with excellent multitasking and customer service skills. Flexible team member with experience preparing personal food orders, restocking inventory and operating cash registers.
- Lowe's
Reliable and upbeat Customer Service Associate, Tools Department successful at promoting customer loyalty, satisfaction and purchases with consultative techniques and diligent attention to individual needs. Knowledgeable about product merchandising, payment processing and cleaning. Dedicated and dependable relationship-builder with excellent organizational strengths and superior work ethic.
- Financial Advisor, Self Employed
Tactical Personal Financial Advisor possessing expertise in wealth management, risk management and investment and financial strategies. Straight-thinking and resourceful professional with strong work ethic and developed interpersonal skills. Committed to achieving clients' short and long-term goals and customizing strategies around clients' needs and priorities.
Overview
9
9
years of professional experience
6
6
years of post-secondary education
Work History
Staff
Ape’s Frozen Yogurt
Martinsville, VA
08.2016 - 12.2016
- Helped patrons decide which flavor to choose according to preferences and tastes.
- Provided details on seasonal flavor availability, ice cream source, allergens and specials.
- Delivered orders to customers at tables promptly after ice cream was scooped to avoid melting.
- Greeted incoming customers and provided reliable, friendly customer service.
- Processed sales transactions for cash, debit and credit purchases.
- Delivered orders to ice cream dispensing area to communicate special requests.
- Notified supervisor and peers of low product inventory and customer complaints.
- Maintained menu knowledge to provide recommendations and answers to customer questions.
Customer Service Associate, Tool Department
Lowe's
Danville, VA
04.2017 - 05.2020
- Developed and actualized customer service initiatives to decrease wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Made food according to standard recipes with requested changes for customer satisfaction.
- Collaborated with store management and program leadership to suggest actionable improvements and corrective action plans.
- Boosted sales revenue by skillfully promoting diverse service options.
- Informed customers about special promotions and provided detailed information for various products.
Financial Advisor/Consultant
Self-employed
Danville, VA
01.2017 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Delivered strategic investment advice for individual and corporate clients.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Performed due diligence and valuation processes.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, operating systems, budgets and other financial control functions.
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
Education
High School Diploma -
Tunstall High School
Dry Fork, VA 08.2013 - 05.2017
Associate of Science - Business
Danville Community College
Danville, VA 05.2017 - 05.2019
Skills
Financial planning
Savings accounts
Investment advice
Stock market understanding
Risk management
Contact management
Retirement needs
Trend analysis expertise
Investment planning
Financial Advising
Customer Relations
Good communication skills
Telephone etiquette
Excellent written and oral communication
Report preparation
Staff education and training
Retail materials management
Teambuilding
Organization
Cash register operation
Teamwork and Collaboration
Critical Thinking
Decision-Making
Planning and Coordination
Active Listening
Cultural Awareness
Self-Motivated
Additional Information
- Willing to relocate: Anywhere, Authorized to work in the US for any employer
Software
Powerpoint
Excel
OneDrive
Microsoft Teams
Internet
Timeline
Associate of Science - Business
Danville Community College
05.2017 - 05.2019
Customer Service Associate, Tool Department
Lowe's
04.2017 - 05.2020
Financial Advisor/Consultant
Self-employed
01.2017 - Current
Staff
Ape’s Frozen Yogurt
08.2016 - 12.2016
High School Diploma -
Tunstall High School
08.2013 - 05.2017