Renae Shaw
Richmond,VA
Summary
Dynamic professional with extensive experience at Wells Fargo Advisors, excelling in client-focused asset management and regulatory compliance. Proven ability to leverage Microsoft Office and time management skills to enhance operational efficiency. Recognized for exceptional attention to detail and dependable service, consistently exceeding productivity expectations while ensuring client satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Residential Aide
Serenity Counseling Services of Virginia
Richmond, USA
11.2024 - Current
- Maintain accurate records of patient care, condition, progress and concerns
- Maintain vital signs such as blood pressure, temperature and pulse
- Perform direct patient care aimed at increasing comfort, psycho, social and spiritual well-being by providing assistance with personal hygiene, physical comfort, nutrition, rehabilitation and safety
- Maintain a clean, healthy and safe environment
- Responded appropriately to the physical, emotional, and developmental needs of residents
- Dispensed and administered medications in keeping with DOH regulations
General Sales Manager
City to City Auto Sales
Richmond, USA
10.2017 - 09.2024
- Hires, trains, supervise and monitor the performance of the department managers
- Meets with sales managers to establish annual and monthly objectives for unit sales, gross profits, expenses and operating profit
- Meets with the general manager to review monthly forecasts, commission sheets, productivity reports, and the profit performance of each department as a whole and each salesperson individually
- Establishes standards for displaying, merchandising and maintaining used vehicles
- Proficient use of auto dealer management software programs such as Frazer, Credit Acceptance, Dealer Center, Dealer Track and CUDL
- Oversee dealership customer loan origination and approval process
- Structure deals and negotiate with financial institutions to get deals financed and funded
- Establishes procedures for quick disposal of over-aged vehicles
- Maintain a strong focus on the satisfaction of all customers
- Coordinated sales meetings to discuss targets, marketing campaigns and strategy improvements
Securities Operations Service Specialist II
Wells Fargo Advisors
Richmond, USA
11.2014 - 10.2017
- Review, approve, and initiate asset movement requests submitted by clients
- All requests are evaluated focusing on ensuring client instructions are clear, the request complies with Federal regulations, and the firm's policies are followed
- Extensive knowledge base on reviewing, processing, and initiating a variety of different types of requests including IRA Distributions, IRA Contributions, Retail Check Disbursements, UTMA/UGMA Distributions, Journals and Initial Funding Requests
- Work directly with clients with their requests as needed to resolve any errors or clarify intentions always focusing on client satisfaction while doing what is necessary to protect the interests of the firm
- Maintain a high attention to detail in transactional processing to avoid errors that could have a negative client impact
- High producing contributor focused on not only meeting department productivity expectations but helping to ensure our team remains within our Service Level Agreements
Education
Diploma - Business Management
Western Governors University
Salt Lake City, UT01.2019
Skills
- Microsoft Office
- Frazer
- CUDL
- Dealer Center
- Dealer Track
- QuickBooks
- Behavior redirection
- Meal Preparation
- Care plan management
- Time Management
- Dependable and Responsible
Websites
Certification
- Certified Notary Public
- Certified Notary Signing Agent
- Motor Vehicle Dealer Board Salesperson License
- Valid Driver's License
- Qualified Paraprofessional in Mental Health
Timeline
Residential Aide
Serenity Counseling Services of Virginia
11.2024 - Current
General Sales Manager
City to City Auto Sales
10.2017 - 09.2024
Securities Operations Service Specialist II
Wells Fargo Advisors
11.2014 - 10.2017
Diploma - Business Management
Western Governors University
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