Hi, I’m
PAIGE
Tehachapi,CA
Summary
Dynamic and versatile professional with a background in finance and over 10 years of experience in financial advising and consulting. Proven track record of delivering strategic financial insights and solutions that drive client success. In addition to my finance expertise, I am the founder of PAiNTED-by-Paige, a freelance business specializing in interior design, custom artwork, and painting services. My creative passion extends to offering makeup services, allowing me to blend my financial acumen with artistic expression. Committed to providing exceptional service and innovative design solutions, I thrive in collaborative environments where I can leverage my diverse skill set to enhance client experiences and transform spaces.
Overview
11
years of professional experience
1
Certification
Work History
Freelance Design StudioTehachapi, California
PAiNTED-by-Paige
09.2023 - Current
Job overview
- Selected and sourced materials, furniture, and accessories for aesthetically pleasing spaces.
- Managed budgets and timelines effectively to deliver projects on schedule and within budget constraints.
- Developed space planning concepts, color palette selections, and textile presentations.
- Painted surfaces using brushes, spray guns, and paint rollers.
- Delivered exceptional craftsmanship by utilizing specialized tools and techniques for various flooring materials.
- Designed custom artwork for clients, meeting their creative vision and ensuring satisfaction with the final product.
Zachary Joseph Group (Northwestern Mutual)Chicago, IL
Director of Operations
03.2020 - 09.2023
Job overview
- Execution of Trades, Internal Systems Management, wrote 150+ Individual Financial Plans for clients with over $10 Million Dollars under management
- Achieved company-wide recognition for leadership excellence, mentoring high-performing team that consistently exceeded operational goals and objectives.
- Defined, implemented, and revised operational policies and guidelines.
- Monitored budget and utilized operational resources.
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
- Launched successful initiative to automate repetitive tasks, freeing up staff to focus on strategic projects and value-added activities.
- Established strong partnerships with vendors, suppliers, and key stakeholders to improve collaboration and ensure alignment with business requirements.
Northwestern MutualChicago , IL
Executive Assistant to the Chief Executive Officer
04.2018 - 03.2020
Job overview
- Functions as Assistant to Director of Chicagoland's Leading #1 Internship Program (NWM ranking among the Top 10 Internships in the country) specializing in training and development for financial professionals.
- Anticipated potential challenges in daily operations and devised appropriate solutions to maintain uninterrupted workflow in the executive office.
- Strengthened relationships with key partners through professional representation at industry events or conferences when necessary on behalf of the CEO.
- Maintained confidentiality by handling sensitive information with discretion and professionalism.
- Managed complex projects to successful completion, ensuring timely delivery of results to the CEO.
- Supported decision-making processes by compiling research data and presenting findings to the CEO.
Bankers Life & Casualty InsuranceChicago, IL
Annuity Specialist Underwriter
09.2016 - 03.2018
Job overview
- Assessed marginal/potential high-risk Annuity Applications to maximize acceptance rates to clients while minimizing risk to BLC
- Assured state regulatory and corporate policy compliance to determine if policy will be issued or declined.
- Consistently met or exceeded performance metrics related to service quality, response time, and customer satisfaction scores.
- Proactively identified opportunities for improvement within the service delivery process, implementing changes that led to tangible benefits for both customers and employees alike.
- Trained new hires on best practices for annuity sales and product knowledge, increasing overall team productivity.
- Conducted comprehensive risk assessments for potential clients to ensure suitability of annuity products based on individual needs and goals.
CNO Financial Group, Inc.Chicago, IL
Funds Transfer Specialist
05.2015 - 09.2016
Job overview
- Contributed to the development of robust business continuity plans that ensured uninterrupted service during potential disruptions or emergencies.
- Effectively prioritized workloads according to urgency while maintaining high-quality standards throughout daily tasks.
- Analyzed transaction trends for continuous improvement opportunities in fund transfer operations.
- Streamlined reconciliation processes for faster identification of unmatched transactions and swift resolution of discrepancies.
- Supported system enhancements through user acceptance testing, providing feedback on functionality improvements related to funds transfers.
- Managed high-volume transactions, maintaining strict adherence to deadlines and regulations.
Public StorageChicago Ridge, IL
Property Manager
2013.10 - 2015.03 (1 year & 5 months)
Job overview
- Oversee daily operations of the facility, ensuring efficient management of storage units and customer service.
- Manage tenant relations by addressing inquiries, resolving complaints, and maintaining a positive customer experience.Implement marketing strategies to increase occupancy rates, resulting in a 39% growth in revenue within 6 months.
- Conduct regular property inspections to ensure compliance with safety and maintenance standards, leading to a 17% reduction in operational issues.
- Coordinate with maintenance staff to handle repairs and upkeep, ensuring the facility is clean, secure, and well-maintained.
- Maintain accurate records of tenant leases, payments, and property expenses, utilizing property management software for efficiency.
- Conduct regular training sessions for staff to enhance customer service skills and operational efficiency.
- Develop and implement policies and procedures to improve service delivery and operational performance.
Education
The University of ArizonaChandler, AZ
Bachelor of Arts from Finance
2024
Moraine Valley Community CollegePalos Hills, IL
Associate of Arts from Marketing
2016
Skills
- Operations and Finance Expert
- Licensed Insurance Agent
- Executive and Administrative Support
- Financial Planning
- Client Relationships and Engagement
- Office Management and Organization
- Strong Artistic Vision and Abilities
Certification
- Licensed Life Insurance Producer - est. 2020
- Licensed Accident & Health Producer - est. 2020
Awards
AFR of the Year - 2020 & 2021
Recipient of the prestigious Associate Financial Representative of the Year award at Northwestern Mutual Annual Conference in 2020 and 2021. Recognized for exceptional performance, professionalism, and dedication in providing comprehensive financial guidance to clients. Demonstrated expertise in investment management, retirement planning, and wealth accumulation strategies. Proven track record of building strong client relationships and delivering outstanding results. Showcased mastery in insurance strategies and risk management, providing clients with comprehensive coverage and ensuring financial security.
Work Preference
Work Type
Full TimePart TimeContract WorkGig WorkWork Location
RemoteImportant To Me
Work from home optionCareer advancementWork-life balanceAvailability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
PAiNTED-by-Paige
Freelance Design Studio
09.2023 - Current
Director of Operations
Zachary Joseph Group (Northwestern Mutual)
03.2020 - 09.2023
Executive Assistant to the Chief Executive Officer
Northwestern Mutual
04.2018 - 03.2020
Annuity Specialist Underwriter
Bankers Life & Casualty Insurance
09.2016 - 03.2018
Funds Transfer Specialist
CNO Financial Group, Inc.
05.2015 - 09.2016
Property Manager
Public Storage
2013.10 - 2015.03 (1 year & 5 months)
The University of Arizona
Bachelor of Arts from Finance
Moraine Valley Community College
Associate of Arts from Marketing
- Licensed Life Insurance Producer - est. 2020
- Licensed Accident & Health Producer - est. 2020
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