Narda Wishka
Ann Arbor,MI
Summary
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Overview
21
21
years of professional experience
Work History
Retail Merchandizer
Hallmark Marketing Company
Kansas City, MO
08.2019 - Current
- Organized store cards and gift wrap and displays to promote and maintain visually appealing environments.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Designed displays to deliver interactive, engaging and memorable store experiences for shoppers.
- Arranged consistent shelves, bins and racks at 11 locations by following established planograms.
Paraplanner/Client Services Manager
Clarity Financial Advisors
Ann Arbor, MI
03.2000 - 10.2018
- Examined financial statements and records to collect important details and verify calculations.
- Monitored transactions and customer behavior to identify signs of fraud.
- Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
- Carried out day-day-day duties accurately and efficiently.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Built partnerships with diverse internal teams and sales, finance and operations departments to streamline processes.
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
- Adhered to sales contract agreements and high-quality service delivery by coordinating with [Type] team and leveraging productive and open client communications.
- Identified opportunities to cross or up-sell [Product or Service] and communicated customer needs to appropriate team.
- Built relationships with customers and community to establish long-term business growth.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Organized promotional events and interacted with community to increase sales volume.
- Identified prospects' needs and developed appropriate responses along with suitable information on products and services.
- Hired, supervised and coached [Number] employees on sales strategies to optimize performance.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Consolidated financial data and materials for key leadership meetings.
- Promoted successful investment plans with well-organized and smooth presentations.
- Used [Software] to create reports and recommended courses of action to upper management.
- Managed, tracked and monitored financial updates, watch lists and insurance files.
Timeline
Retail Merchandizer
Hallmark Marketing Company
08.2019 - Current
Paraplanner/Client Services Manager
Clarity Financial Advisors
03.2000 - 10.2018