Golf
Travel
Sally Gardner
Houston
Summary
With 20+ years of experience as a financial advisor, my focus is on helping educators achieve their financial goals and secure their future. Throughout my career, I have successfully established new pension and retirement plans for various organizations and individuals, utilizing expertise in new business development and financial concepts. Alongside providing financial planning and analysis, I bring a strong background in marketing and sales. Previously, as a marketing manager for a leading alternative dispute resolution firm, responsible for developing and promoting the panel of arbitrators and mediators. Additionally, trained and educated insurance adjusters while coordinating and delivering seminars and workshops. Passionate about finding creative and effective solutions for complex and challenging situations.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Home Manager
01.2011 - Current
- I stepped away from the workforce to contribute significantly to my family
- Volunteered for school PTA associations and organized and managed school fundraisers and projects
- Volunteered in the school's office and assisted with administrative office work
- Managed children’s team sports, coordinated communication with parents, managed financial budget, prepared accounting reports, and organized and scheduled special events
- Den Mom for Boys Scouts of America
- Managed children’s golf schedule and arranged accommodations and transportation for state and national junior golf tournaments
Senior Financial Advisor
Wirick Asset Management, LLC
01.2010 - 01.2011
- Conduct inquiry meetings with prospective clients to gather financial information, determine their financial goals, and assess the potential scope of financial planning engagement
- Prepare analysis and recommendations in all significant financial planning areas for presentation to the client
- Conclude engagements by directing clients to appropriate resources to implement financial planning advice
- Respond to inquiries from existing clients and update financial planning recommendations as necessary when requested by clients
Caretaker
09.2008 - 01.2010
- I stepped away from the workforce to take care of my ailing mother
Financial Advisor
VALIC (Variable Annuity Life Insurance Company-AIG)
08.1996 - 09.2008
- Conduct inquiry meetings with prospective educators to gather financial information, determine their financial goals, and assess the potential scope of financial planning engagement
- Prepare analysis and recommendations in all significant financial planning areas for presentation to the client
- Conclude engagements by directing educators to appropriate resources to implement financial planning recommendations
- Respond to inquiries from existing educators and update financial planning recommendations as necessary when requested by clients
- Establish new403b pension plans and401k plans for new educators
Marketing Manager
JAMS
05.1993 - 06.1996
- Develop and market the panel of arbitrators and mediators
- Create and develop market plans, policies, and procedures
- Train and educate insurance adjusters to identify cases ready for mediation or arbitration
- Coordinated and prepared panels for mediations and arbitrations
- Coordinated and presented seminars and presentations regarding alternative dispute resolutions
Senior Sales Manager
Westin Hotels & Resorts
05.1991 - 05.1993
- Develops comprehensive knowledge of customer and market needs
- Ability to generate room nights and maximize room rates for state associations’ market segment
- Executes the sales plan using effective sales techniques
- Lead generation: Primarily uses telemarketing and networking through association meetings and generated leads
- I attended trade shows and business functions
- A high level of new business solicitation (telephone sales and personal visits) encourages state associations to book their conventions and meetings at the property
- Solicitation of new accounts (inside sales)
- Prepare proposals, contracts, and additional forms pertinent to the sales effort
- Perform property site tours with clientele as required
- Ability to respond quickly to management and clientele needs and meet deadline requirements
Sales Manager
Doubletree Hotel
08.1989 - 05.1991
- Develops comprehensive knowledge of customer and market needs
- Ability to generate room nights and maximize room rates for state associations’ market segment
- Executes the sales plan using effective sales techniques
- Lead generation: Primarily uses telemarketing and networking through association meetings and lead generations
- I attended trade shows and business functions
- A high level of new business solicitation (telephone sales and personal visits) encourages state associations to book their conventions and meetings at the property
- Solicitation of new accounts (inside sales)
- Prepare proposals, contracts, and additional forms pertinent to the sales effort
- Perform property site tours with clientele as required
- Ability to respond quickly to management and clientele needs and meet deadline requirements
Management Training Program/Sales Manager
Marriott Hotel
05.1988 - 08.1989
- Learned the hotel business and management skills through training in various departments within the hotel
- Worked in Marriott Courtyards regional sales office and marketed and negotiated group contracts for all Texas properties
Education
Bachelor of Arts - Telecommunication/Radio & Television - Major
Texas Tech University
Lubbock, Texas12-1987
High School - undefined
Memorial High School
Houston, TexasSkills
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Mac OS X
- Leadership skill
- Interpersonal skills
- Persuasive Communicator
- Multi Tasking
- Detail Orientated
- Customer Service
- Organizational Planning
- Negotiation Skills and Training
- Contract Negotiation
- Marketing Strategic Planning
- Retirement Planning
Certification
General Line Insurance License Life, Accident, Health, and HMO
Affiliations
- Lakeside Country Club - current member
- Junior League of Houston - former member
- Steer Auction Committee of Houston Livestock Show and Rodeo - former member
- Texas Society of Association Executives - former member
- Houston Society of Association Executives - former member
Interests
Timeline
Home Manager
01.2011 - Current
Senior Financial Advisor
Wirick Asset Management, LLC
01.2010 - 01.2011
Caretaker
09.2008 - 01.2010
Financial Advisor
VALIC (Variable Annuity Life Insurance Company-AIG)
08.1996 - 09.2008
Marketing Manager
JAMS
05.1993 - 06.1996
Senior Sales Manager
Westin Hotels & Resorts
05.1991 - 05.1993
Sales Manager
Doubletree Hotel
08.1989 - 05.1991
Management Training Program/Sales Manager
Marriott Hotel
05.1988 - 08.1989
High School - undefined
Memorial High School
General Line Insurance License Life, Accident, Health, and HMO
Bachelor of Arts - Telecommunication/Radio & Television - Major
Texas Tech University
Similar Profiles
Brielle WhiteBrielle White
X-ray Clinical Student at NAX-ray Clinical Student at NA
Maksim VinogradovMaksim Vinogradov
Software Developer at NASoftware Developer at NA
Eva GudemanEva Gudeman
Swim Coach at NASwim Coach at NA