Shaun W. Wood
Cicero,NY
Summary
With over 24 years of successful and result-achieving experience in customer service, financial advising, and supervision, I am dedicated to fostering growth and engagement through collaboration within teams. I consistently strive to work to my full potential, eagerly taking on additional tasks and responsibilities beyond requirements. My primary focus is on creating and sustaining a positive work environment, where I encourage growth in others through direction, recognition, and respect. I am enthusiastic about interacting with field colleagues and clients, always aiming to meet and exceed their needs. By leveraging innovative solutions, I ensure a superior experience for both customers and fellow team members.
Overview
16
16
years of professional experience
Work History
Technology Success Consultant
Northwestern Mutual
10.2019 - Current
- Engaged clients by consulting, coaching, and training both in-person and through virtual platforms, enhancing their overall experience with technology is their process.
- Led technology adoption by conducting individual and group trainings, illustrating the benefits to foster team growth and operational efficiency.
- Co-founded and executed new tech-related material for a Nationally adopted Training Program, providing innovative solutions.
- Initiated the creation of support tools that enhance efficiency, productivity, reporting, and tracking for Entity-Advisors, contributing to the growth and successful formation of partnerships and acquisitions.
Retirement Plan Account Manager
AXA Equitable/EQH
02.2019 - 10.2019
- Developed strong relationships with Retirement Plan advisors and administrators with their use of technology.
- Analyzed each plan’s calendar year with annual compliance testing and 5500 filing.
- Monitored and tracked retirement plans ensuring they complied with applicable IRS and DOL regulations.
Assistant National Bank Examiner
OCC, Department of Treasury
06.2018 - 12.2018
- Examined banks for financial safety and soundness.
- Analyzed each bank’s success in providing fair access to financial services.
- Assessed how banks treated customers fairly and complied with applicable laws and regulations.
Financial Advisor
Prudential
05.2016 - 06.2018
- Supported clients with retirement income planning.
- Educated clients with a total solution approach.
- Emphasized and enabled investment portfolio management and analysis.
Supervisor - Team Floor Leader
Sears
06.2011 - 08.2014
- Increased efficiency and reliability of records/$40,000/yr. savings.
- Promoted and drove metrics, achieving results above goals.
- Initiated process improvements and delegated responsibilities/Hired, coached, and counseled staff.
Assistant Manager
Cafe 119
01.2010 - 06.2011
- Promoted additional business, creating a market structure for catering and events.
- Managed all roles of business such as server, bartender, line-cooks, busser, etc.
- Improved quality of service, accommodated persons with disabilities.
Education
Bachelor of Science - Finance
State University of New York at Oswego, School of Business
05.2016
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Customer relationship management
- Public speaking
- Client engagement
- Project implementation
- Best practices implementation
- Process improvement
- Operations analysis
- Forecasting and reporting
- Business planning
- Change management
- Process optimization
- Performance tracking
- Management coaching
- Project analysis
- Subject matter expert
- Product life cycle management
- User support
- Work product development
- Market penetration
- Decision-making
- Go-to-market strategies
- Enterprise network hardware / software
- Server management
- Multitasking and organization
- Team collaboration
- Verbal and written communication
- Training and development
- Trend analysis
- Strategic growth management
- Industry knowledge
- Reports and documentation
- Software troubleshooting
- Business presentation
- Teamwork and collaboration
- Excellent communication
- Multitasking Abilities
- Relationship building
- Active listening
- Integrity and honesty
- MS office
- Analytical thinking
- Issue resolution
- Strategic planning
Timeline
Technology Success Consultant
Northwestern Mutual
10.2019 - Current
Retirement Plan Account Manager
AXA Equitable/EQH
02.2019 - 10.2019
Assistant National Bank Examiner
OCC, Department of Treasury
06.2018 - 12.2018
Financial Advisor
Prudential
05.2016 - 06.2018
Supervisor - Team Floor Leader
Sears
06.2011 - 08.2014
Assistant Manager
Cafe 119
01.2010 - 06.2011
Bachelor of Science - Finance
State University of New York at Oswego, School of Business
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