Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Savannah Cassady

Summary

Dynamic professional with experience in both financial services and hospitality. Licensed Life & Health Insurance Agent specializing in retirement planning, wealth protection, and client education. Adept at building trust, tailoring financial strategies, and guiding clients toward long-term goals. Complemented by several years as a bartender, developing exceptional interpersonal, multitasking, and relationship-building skills in fast-paced environments. Recognized for strong communication, adaptability, and a client-first approach across industries.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Server

Winsome Prime
05.2025 - Current
  • Delivered exceptional customer service, ensuring guest satisfaction and fostering repeat business.
  • Utilized point-of-sale systems to process transactions accurately and efficiently.
  • Implemented best practices for cleanliness and organization in high-traffic dining spaces.
  • Resolved customer complaints promptly, maintaining a positive dining atmosphere through effective communication.
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.

Administrative Assistant

Prosperity Financial
02.2025 - Current
  • Developed and maintained filing systems, enhancing document retrieval efficiency.
  • Managed scheduling and calendar coordination for executives, ensuring optimal time management.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
  • Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.

Life Insurance Agent

World Financial Group
01.2023 - Current
  • Developed customized life insurance solutions based on client needs and financial goals.
  • Educated clients on policy options, benefits, and coverage to enhance decision-making.
  • Conducted comprehensive risk assessments to identify appropriate coverage levels for clients.
  • Managed client relationships, ensuring satisfaction through regular follow-ups and support.
  • Dedicated to helping families and businesses better their financial future and take any available measures to provide them with the best products

Bartender

Hilton Dallas Lincoln Centre
02.2025 - 05.2025
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Enhanced customer experience with engaging conversations and personalized drink recommendations.
  • Adapted to fast-paced environment, effectively managing multiple tables simultaneously without compromising quality.
  • Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
  • Contributed to a positive work environment through effective teamwork and communication with colleagues.

Bartender

Standard Service
11.2020 - 11.2025
  • Created craft cocktails with fresh juices and house infused liquors. Prepped all fresh garnishes, juices, and batches everyday before shift.
  • Served high customer volumes during special events, nights, and weekends.
  • Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
  • Developed loyal clientele and great customer relations by consistently delivering outstanding service and being personable.

Event Bartender

Self Employed Services
07.2018 - 08.2022
  • Assisted in event setup procedures by arranging bar stations and stocking necessary items in an orderly fashion.
  • Built strong relationships with regular clients, leading to increased bookings for private events.
  • Fostered a positive work environment among team members through effective communication and an collaborative approach.
  • Working events of all sizes from a 20 person wedding party to a 500 person networking event.
  • Supplied all the equipment needed to execute the event at hand, while handling all bookings and staffing events.

Bartender/Server

Rodeo Goat
09.2019 - 11.2020
  • Full service, craft beer focused bar but also had full cocktail menu
  • Prepared both inside and outside bars for service every morning by setting up wells, stocking batches, cutting garnishes and preparing cash drawer.
  • Contributed to a positive work environment through effective teamwork and communication with colleagues.
  • Reduced wait times for drinks by efficiently managing the bar area and prioritizing orders.

Bartender

Bartaco
01.2018 - 10.2019
  • Tacos and Tequila bar themed bar with a vast variety of tequila and craft cocktails that were made with hand squeezed juices made to order.
  • Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
  • Kept detailed inventories and notified management of ordering needs for liquor, beer, wine, and bar supplies.
  • Developed an immense amount of product knowledge on tequila to drive sales and give guests the best quality experience.
  • Crafted special drink and cocktail menu items for seasonal offerings.

Bartender/Server

Saltgrass Steakhouse, Landry's
10.2017 - 05.2018
  • Prepare handcrafted cocktails with precision, adhering to classic techniques while innovating with modern trends. Ensure each drink is presented with elegance and consistency.
  • Demonstrate an in-depth understanding of wines, spirits, craft cocktails, and beverage pairings, offering insightful recommendations to enhance the dining experience.
  • Engage with guests in a polished and personable manner, anticipating needs and providing seamless, discreet, and memorable service.
  • Maintain an impeccably clean and organized bar, ensuring all glassware, tools, and ingredients are arranged with precision and care.

Education

Associate of Science - Business Administration

Dallas College

Skills

  • Thrive proficiently in high volume environments
  • Extremely Personable and develop genuine connections with coworkers and guests
  • Quick to learn and implement new skills quickly
  • Hard worker and prideful in the work that I do
  • Leadership Qualities
  • In depth knowledge on beers and liquors
  • Mixology
  • Adaptable
  • Positive Attitude and persona to contribute to a healthy work environment

Certification

  • TABC Certification
  • Food Handlers Certification
  • Accident, Life, and Health HMO- All General lines

Timeline

Server

Winsome Prime
05.2025 - Current

Administrative Assistant

Prosperity Financial
02.2025 - Current

Bartender

Hilton Dallas Lincoln Centre
02.2025 - 05.2025

Life Insurance Agent

World Financial Group
01.2023 - Current

Bartender

Standard Service
11.2020 - 11.2025

Bartender/Server

Rodeo Goat
09.2019 - 11.2020

Event Bartender

Self Employed Services
07.2018 - 08.2022

Bartender

Bartaco
01.2018 - 10.2019

Bartender/Server

Saltgrass Steakhouse, Landry's
10.2017 - 05.2018

Associate of Science - Business Administration

Dallas College
Savannah Cassady