Roy Isaiah
San Diego,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Consummate people-person with enviable skills at building trust and long-term relationships with potential donors. Willingness to take on added responsibilities to meet team goals. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Expects and achieves personal and team results while always exhibiting interpersonal respect. Thoroughly understands donor development, estate planning, grant writing and how to create unique strategies to meet specific funding needs.
Overview
9
9
years of professional experience
Work History
Service Consultant
LPL Financial
04.2023 - Current
- Discussed options with clients and determined appropriate plans.
- Handled customer issues with confidence, using complex problem solving to provide effective resolution.
- Provided information about service procedures and expected timelines.
- Followed up with customers to offer additional support and check resolution satisfaction.
- Maintained high customer satisfaction standards to meet or exceed targets.
Program Development /Assistant Basketball Coach
Francis Parker School
09.2022 - Current
- Developed partnerships with parents, businesses and organizations to build awareness, increase support and share resources.
- Scheduled educational activities for new and former players to share experiences and create the picture of where the program began and is currently .
- Structured departmental events to drive mission and values of institution.
- Established and updated objectives and tools for overall program.
Investment Associate
Christopher Weil & Company
04.2021 - 12.2022
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Research and analyze the performance of different fund managers
- Arrange and conduct meetings virtually and in-person with fund managers
- Network at all social fund manager events
- Managed client portfolios collectively over $800 million in funds
Junior Financial Planner
One San Diego
07.2020 - 04.2021
- Contacting prospective and current clients building rapport and maintaining a strong client relationship
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- I identified prospective clients, chose qualified candidates, established and cultivated a relationship through numerous phone calls and meet ups, solicit them for business
- Effectively educated clients and prospects of financial products and services
- Strong communication with clients, collecting personal data and inputting client information into computerized systems
- Used critical thinking to create and design maps that would lead clients to best financial future outcomes
Athletic Development /Basketball Coach
Boys And Girls Club
08.2014 - 03.2020
- Participated in fundraising events, helping team bring in funds to pay for travel and other expenses.
- Worked with boosters to obtain full funding and support for program.
- Cultivated community and media relations through social media and other communication channels to support program.
- Coordinated special events such as pre-season tryouts, training camps and special workshops to support team goals.
- Developed and implemented effective training and skills development strategies to improve overall team performance.
Sr. Payroll Specialist
Paychex Company
10.2019 - 02.2020
- Performed all payroll duties for over 100 companies
- Used strong communication to coordinate the workflow among internal departmentsfor all payroll matters
- Constant verbal and written communication with company management to ensurehigh quality customer service
- Collected information and documented into our systems payroll data including salarychanges, worksite changes, new hires, tax information and employee deductions
- Completed payroll in a timely manner for all clients and companies
Substitute Teacher
San Diego Unified School District
02.2015 - 02.2020
- Strong critical thinking skill to create innovative lesson plans to keep all students active and engage
- Effectively managed classroom environment creating positive space for all to feel welcomed
- Developed inclusive strategies for all students allowing everyone with equal opportunity and recognition
- Effectively communicated with other teachers and administration to assure proper strategies, lesson plans, and commodity
Payroll Specialist
Rady's Children Hospital
06.2019 - 10.2019
- Process payroll and reimbursements quickly and efficiently
- Maintain compliance with all federal, state, and local laws
- Process adjustments to bi-weekly payrolls including special checks and corrections as necessary
- Effectively respond to internal and external inquires regarding payment status and other related research
Education
Associate Degree - Mathematics & Science
Victor Valley Community College
Bachelor Degree of Economics - undefined
San Diego State University
Skills
- Profit Target Achievement
- Donor Relations
- Business Solutions
- Development Tracking System Design
- Performance Monitoring
- Data Management
- Budgeting and Allocation
- Event Publicity
- Community Events
- Fundraising Campaigns
- Manage client portfolios and review
- Manage spreadsheets
- Ability to learn quickly and be
- Strong interpersonal communication
- Speed and accurate worker
- General accounting principles
- Applications: Strong in Microsoft office skills: Word, Excel, Powerpoint, Outlook Strong
- With Vlookup and pivot tables
Timeline
Service Consultant
LPL Financial
04.2023 - Current
Program Development /Assistant Basketball Coach
Francis Parker School
09.2022 - Current
Investment Associate
Christopher Weil & Company
04.2021 - 12.2022
Junior Financial Planner
One San Diego
07.2020 - 04.2021
Sr. Payroll Specialist
Paychex Company
10.2019 - 02.2020
Payroll Specialist
Rady's Children Hospital
06.2019 - 10.2019
Substitute Teacher
San Diego Unified School District
02.2015 - 02.2020
Athletic Development /Basketball Coach
Boys And Girls Club
08.2014 - 03.2020
Associate Degree - Mathematics & Science
Victor Valley Community College
Bachelor Degree of Economics - undefined
San Diego State University
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