Shawn Rae
SAINT PETERSBURG,Florida
Summary
Accomplished Partner at Pinnacle Health & Weight Loss Center, adept in strategic planning and operations management. Leveraged industry networking and marketing knowledge to significantly enhance client base and profitability. Mentored teams for peak performance, demonstrating exceptional leadership and financial reporting acumen. Proven track record in fostering business development and revenue growth.
Overview
13
13
years of professional experience
Work History
Partner
Pinnacle Health & Weight Loss Center
01.2024 - Current
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Established and implemented business procedures and process improvements.
- Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
- Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
- Increased client base by implementing effective marketing strategies and fostering long-term relationships.
- Optimized resource allocation, reducing operational costs while maintaining service quality standards.
Ground Radar Technician
USAF
- Repaired and tested navigation systems, radar switchboards and repeaters and Tactical Air Navigation (TACAN) systems.
- Repaired AC/DC circuits, digital and fiber optic circuits, power supplies and servo systems.
- Maintained detailed records of system performance, identifying trends to inform future improvements.
- Assisted in the design of custom radar solutions for unique client requirements and specifications.
Chief Operating Officer
Meridian Investigative Group
11.2022 - Current
- Managed budgets and financial forecasting to ensure fiscal responsibility and maintain profit margins.
- Facilitated regular leadership meetings to discuss progress on strategic goals, identify opportunities for improvement, and address challenges proactively.
- Negotiated key partnerships with vendors, suppliers, and other stakeholders for improved collaboration and resource allocation.
- Spearheaded strategic planning initiatives for long-term growth and profitability.
- Mentored employees at all levels within the organization to support their professional development goals.
Financial Advisor
Morgan Stanley
07.2011 - 01.2022
- 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.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Education
Electrical Engineering
Thomas Edison State College
Trenton, NJSkills
- Strategic Planning
- Operations Management
- Financial reporting understanding
- Revenue Growth
- Business development expertise
- Strategic planning skills
- Industry Networking
- Social Media Strategy
Timeline
Partner
Pinnacle Health & Weight Loss Center
01.2024 - Current
Chief Operating Officer
Meridian Investigative Group
11.2022 - Current
Financial Advisor
Morgan Stanley
07.2011 - 01.2022
Ground Radar Technician
USAF
Electrical Engineering
Thomas Edison State College
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