Nancy McLaughlin
Centerville,MA
Summary
Dynamic individual with hands-on experience in education and customer service with strong problem-solving skills and proactive approach to new tasks. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Committed to making meaningful contributions and advancing organizational goals. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
45
45
years of professional experience
Work History
Mathematics Teacher
Medfield Public Schools
09.2008 - 06.2024
- Prepared and implemented lesson plans for 80 + students.
- Collaborated with fellow math teachers on curriculum development.
- Assessed students, determined grades, and reviewed work with struggling students to boost success chance.
- Created challenging problem sets to enhance learning.
- Initiated after-school tutoring sessions for struggling students.
- Consistently received positive evaluations from supervisors based on teaching practices and observation.
Teaching Assistant
Medfield Public Schools
09.2002 - 06.2005
- Provided support for students with special needs, providing appropriate accommodations and resources.
- Facilitated activities in small groups to reinforce concepts taught by class teacher.
- Tutored struggling students individually and in small groups to reinforce learning concepts.
- Worked with teacher to optimize learning plans based on student test grades and evaluations.
Financial Analyst
May Street Investments
09.1999 - 09.2001
- Conducted detailed financial analysis of companies in the retail industry for institutional clients.
- Attended quarterly stockholder meetings to gather financial data for analysis.
- Prepared and published financial reports for better decision-making with clear, concise analysis and presentation.
Financial Services Representative
Putnam Investment Services
09.1998 - 08.1999
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Managed approximately 90 - 100 incoming calls per day assisting clients in navigating complex financial situations, offering solutions that met their unique needs.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Analyzed client feedback to identify areas for service improvement, leading to enhanced client satisfaction rates.
Financial Services Representative
Penn Mutual Equity Services, American Brokerage Se
07.1986 - 01.1990
- Provided excellent personalized customer service, resolving issues quickly and maintaining long-term client relationships.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
- Led training sessions for new hires on financial products and services, enhancing team knowledge and performance.
- Advised clients on financial matters and recommended investments while monitoring financial markets and trends.
Sales Branch Manager
American Brokerage Services
09.1984 - 06.1986
- Managed branch sales, customer service, finances and recordkeeping.
- Developed strong relationships with clients, leading to increased referrals and business growth.
- Delivered exceptional customer service, addressing client concerns promptly and effectively resolving issues.
- Developed comprehensive product knowledge, enabling tailored solutions for clients.
- Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
- Organized new accounts and updated existing ones and complied with established internal controls and policies.
- Created customized marketing materials to target specific demographic segments within the firm''s client base.
Registered Sales Assistant
Merrill Lynch, Inc.
07.1981 - 09.1984
- Performed wide range of administrative tasks to facilitate effective office operations including client communication, organizing and maintaining client files and records, executing financial trades, and regulatory compliance.
- Managed the onboarding process for new clients, and developed strong relationships through proactive communication, promptly addressing inquiries and providing exceptional customer service.
- Coordinated marketing initiatives that resulted in increased visibility and lead generation for the financial advisory team.
- Consulted with clients to set appointments, discuss products, and resolve concerns.
- Ensured compliance by adhering to industry regulations and company policies during all transactions.
- Demonstrated initiative in staying current with industry developments and best practices to enhance client relations and investment strategy development.
Advertising Account Executive
Ganett Publishing Corporation
07.1979 - 07.1981
- Created and presented media and advertising packages to prospective customers.
- Consistently hit and exceeded sales goals.
- Negotiated favorable media placements for clients enhancing visibility for target audiences.
- Helped customers with the design and layout of ads.
- Developed sales leads and uncovered new business opportunities through prospecting and cold calling.
- Devised strategies to perform at required goal level and achieve monthly quota.
Education
Certificate of Education - Education
The Education Cooperative
Dedham, MA05-2006
Master of Science - Health Administration
Simmons College
Boston, MA05-1999
Bachelor of Science - Marketing & Management
Valparaiso University
Valparaiso, IN05-1979
Skills
- Customer Service expertise
- Client Relationship Building
- Strong Work Ethic
- Problem-Solving
- Analytical skills
- Teaching strategies
- Goal-Oriented
- Punctual and Dependable
Timeline
Mathematics Teacher
Medfield Public Schools
09.2008 - 06.2024
Teaching Assistant
Medfield Public Schools
09.2002 - 06.2005
Financial Analyst
May Street Investments
09.1999 - 09.2001
Financial Services Representative
Putnam Investment Services
09.1998 - 08.1999
Financial Services Representative
Penn Mutual Equity Services, American Brokerage Se
07.1986 - 01.1990
Sales Branch Manager
American Brokerage Services
09.1984 - 06.1986
Registered Sales Assistant
Merrill Lynch, Inc.
07.1981 - 09.1984
Advertising Account Executive
Ganett Publishing Corporation
07.1979 - 07.1981
Certificate of Education - Education
The Education Cooperative
Master of Science - Health Administration
Simmons College
Bachelor of Science - Marketing & Management
Valparaiso University
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