Results-driven operations expert with extensive experience in managing daily business functions. Known for implementing effective process improvements and training staff to elevate service quality and customer loyalty. Committed to fostering a positive work environment and achieving operational excellence.
Overview
25
25
years of professional experience
Work History
Clerk
Dandy Mini Mart
12.2025 - Current
Managed daily inventory and restocking to ensure product availability.
Processed customer transactions accurately using point-of-sale systems.
Assisted in training new staff on operational procedures and customer service standards.
Implemented efficient workflow processes that improved service speed and customer satisfaction.
Conducted regular audits of stock levels, ensuring accurate records and minimizing discrepancies.
Maintained a professional atmosphere within the store setting through effective communication skills and polished presentation abilities.
Owner/Operator
Southern Tire Small Repair
10.2018 - Current
Managed daily operations, ensuring efficient tire repair and maintenance services.
Oversaw inventory management, optimizing stock levels for timely service delivery.
Trained and mentored staff on best practices in tire service and customer interaction.
Implemented process improvements to enhance overall workflow efficiency and service quality.
Developed customer relationships, fostering loyalty through exceptional service experiences.
Analyzed customer feedback to refine service offerings and address areas for improvement.
Established safety protocols to maintain a secure working environment for staff and customers.
Provided exceptional customer service, addressing issues promptly to ensure customer satisfaction and repeat business.
Negotiated contracts with vendors to secure favorable terms for the business.
Owner Operator
McGinnis Excavation
08.2016 - 02.2018
Managed daily operations of excavation projects, ensuring adherence to safety regulations and quality standards.
Oversaw maintenance of heavy equipment, optimizing performance and reducing downtime through proactive servicing.
Developed project plans, coordinating resources and timelines for efficient project execution and client satisfaction.
Trained and mentored team members on equipment operation and safety protocols, enhancing overall workforce competence.
Managed day-to-day business operations.
Financial Advisor/Asset Manager
Metlife
03.2012 - 06.2016
Developed customized financial plans to meet client needs and goals.
Analyzed investment portfolios to optimize performance and mitigate risks.
Facilitated comprehensive financial reviews, ensuring alignment with regulatory standards.
Mentored junior advisors, enhancing team productivity and client service quality.
Collaborated with cross-functional teams to deliver integrated financial solutions.
Conducted market research to identify emerging trends and opportunities for clients.
Enhanced operational efficiencies through process improvements and technology integration.
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Collaborated with team members to streamline processes and improve overall client experience.
Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
Developed niche in retirement planning, becoming go-to advisor for clients approaching retirement.
lead team of 50 advisors in Buffalo Syracuse Rochester Elmira and Binghamton Ny Meeting companys highest level of competition 5 year meeting million dollar round table 47 million in assets
Contacted, hired and trained elite advisors and brokers
Sales/Finance Manager
Ferrario Auto Team
04.2006 - 01.2011
Analyzed financial data to support sales forecasting and budgeting processes.
Developed pricing strategies to enhance profitability and market competitiveness.
Collaborated with cross-functional teams to streamline financial reporting and analysis workflows.
Led initiatives to improve financial performance through cost management and efficiency enhancements.
Clerk/Field Manager
Conwell Oil Inc
01.2001 - 04.2006
Managed inventory records, ensuring accurate tracking of supplies and materials.
Processed customer orders efficiently, maintaining high levels of service quality.
Coordinated logistics for product delivery, optimizing routes for timely shipments.
Trained new staff on operational procedures and software systems to enhance productivity.
Implemented process improvements that streamlined workflow and reduced errors.
Oversaw daily operations, prioritizing tasks to meet departmental goals and deadlines.
Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
Improved customer satisfaction by promptly answering inquiries and providing accurate information.
Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary.
Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.
Trained new clerks on company procedures and software tools effectively contributing to their integration into the team.
Enhanced office organization with regular maintenance of files, records, and supplies inventory.
Education
No Degree - Mechanical Engineering/accounting/business Mang
Corning College
Corning, NY
09-2007
GED -
Southern Tier Boces
Horseheads, NY
08-2005
Skills
Telephone etiquette
Customer satisfaction
Cash handling
Cash management
Prioritization
Relationship building
Document management
Database management
Quality control
Basic accounting
Quality management
Schedule and calendar management
File and database management
Sales expertise
Confidentiality
Handling payments
Peer relationships
Multitasking Abilities
Attention to detail
Time management
Customer communication
Problem-solving
Flexible and adaptable
Organizational skills
Teamwork and collaboration
Creative thinking
Staff training
Conflict resolution
Task prioritization
Inventory assessment
Analytical thinking
Basic bookkeeping
Invoice processing
Staff supervision
Strategic planning
Team building
Cross-functional teamwork
Customer relationship management (CRM)
Business development
Business planning
Financial management
Salesforce management
Employee onboarding
Work prioritization
Recruiting and interviewing
Risk management
Regulatory compliance
Trend analysis
Financial records oversight
Timeline
Clerk
Dandy Mini Mart
12.2025 - Current
Owner/Operator
Southern Tire Small Repair
10.2018 - Current
Owner Operator
McGinnis Excavation
08.2016 - 02.2018
Financial Advisor/Asset Manager
Metlife
03.2012 - 06.2016
Sales/Finance Manager
Ferrario Auto Team
04.2006 - 01.2011
Clerk/Field Manager
Conwell Oil Inc
01.2001 - 04.2006
No Degree - Mechanical Engineering/accounting/business Mang