Nikolai White
Financial Advisor / Operations specialist
New York,NY
Summary
Accomplished professional leader skilled in operational and financial planning. Ambitious entrepreneur with over a year of business management experience. Proficient in market analysis, project management, strategic planning, and customer service. Committed to building loyalty and nurturing long-term relationships. Known for fostering team collaboration and consistently achieving high-impact results. Adept at adapting to changing market conditions and driving innovation.
Overview
12
12
years of professional experience
Work History
Founder & CEO
Key Stock Expanded LLC
09.2023 - Current
- Launched a successful startup that achieved fast growth in annual revenue within its first year.
- Implemented strategic initiatives and comprehensive marketing campaigns, leading to enhanced sales and an expanded customer base.
- Created a user-focused website and streamlined operational processes to boost sales efficiency and overall performance.
- Developed and implemented effective marketing strategies to enhance brand visibility.
- Established business operations and strategic vision for growth initiatives.
- Established a successful business by identifying market needs and developing innovative solutions.
- Delivered exceptional customer service by addressing client concerns promptly and effectively resolving issues.
- Oversaw financial management activities such as budgeting, forecasting, and cash flow monitoring for improved financial stability.
Store Supervisor / Teller Manager
TD Bank
11.2022 - 09.2023
- Oversaw comprehensive store operations, encompassing cash handling, vault management, and fraud prevention, with a strong emphasis on maintaining customer privacy and ensuring employee safety.
- Conducted training sessions for staff on new financial regulations, thereby enhancing customer experiences and increasing operational efficiency.
- Provided daily leadership by assigning tasks and mentoring team members to ensure the delivery of high-quality service.
- Led team meetings to communicate objectives, share feedback, and foster collaboration.
- Resolved customer inquiries and complaints, enhancing overall satisfaction rates.
- Educated and trained staff to equip with knowledge about products, customer service and store policies.
Head Teller
Citizens Bank
03.2022 - 11.2022
- Processed a variety of client transactions while maintaining precise cash balances.
- Offered informed insights regarding products and services to enhance customer awareness.
- Conducted account analyses to identify potential growth opportunities for clients.
- Implemented process improvements to streamline transaction workflows and enhance customer service.
- Analyzed customer needs to recommend appropriate banking products and services effectively.
- Managed cash handling procedures, reducing discrepancies through meticulous oversight.
Sales Leader / Business Advocate
Apple
06.2019 - 07.2020
- Delivered customized product knowledge tailored to meet the specific needs of customers.
- Ensured a standard of exceptional customer service through the mentorship of new employees.
- Supervised junior staff in resolving complex customer issues and managing daily operations.
- Enhanced product knowledge within the sales team through continuous training and workshops.
- Delivered exceptional customer service by addressing concerns promptly and proactively offering solutions to issues that arose during complex transactions.
- Acquired and maintained full knowledge of product technical and functional aspects to better serve customers' needs.
Dispatcher / Logistics Supervisor
United States Marine Corps
09.2013 - 09.2017
- Managed a fleet of over 45 vehicles to ensure timely and efficient deliveries.
- Scheduled and coordinated operations for a team comprising 120 personnel.
- Engaged directly with customers to guarantee accurate service delivery and satisfaction.
- Led incident response initiatives, ensuring swift action and coordination among team members.
- Managed high-stress situations calmly and effectively, ensuring timely assistance to those in need.
- Managed conflict resolutions with customers, drivers and other personnel to encourage professional relationships and promote respect.
Education
Bachelor of Science - Finance
MARYMOUNT MANHATTAN COLLEGE
Skills
- Sales Force
- Multitasking and Prioritization
- Coaching
- Cash Handling
- Tax Filling
- Financial Accounting
- Fraud Prevention
- Team Leading
- Banking Regulations
- Customer Service
- Cold-Calling
- Team leadership
- Entrepreneurial and innovative
- Operations management
- Legal compliance
- Financial management
- Team building
- Process improvement
- New business development
- Operations oversight
Timeline
Founder & CEO
Key Stock Expanded LLC
09.2023 - Current
Store Supervisor / Teller Manager
TD Bank
11.2022 - 09.2023
Head Teller
Citizens Bank
03.2022 - 11.2022
Sales Leader / Business Advocate
Apple
06.2019 - 07.2020
Dispatcher / Logistics Supervisor
United States Marine Corps
09.2013 - 09.2017
Bachelor of Science - Finance
MARYMOUNT MANHATTAN COLLEGE