Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sheila Ellison

Hagerstown,MD

Summary

Financial professional with proven track record in managing client portfolios, providing strategic financial advice, and driving growth. Strong focus on team collaboration and delivering results, adaptable to changing needs. Skilled in financial analysis, investment strategies, and risk management. Reliable and goal-oriented, with keen understanding of client needs and market trends.

Experienced with managing facility operations and maintenance. Utilizes team coordination and strategic planning to ensure seamless building services. Track record of effective problem-solving and leadership in dynamic environments.

Overview

30
30
years of professional experience

Work History

Licensed Financial Specialist

World Financial Group, Inc.
01.2024 - Current
  • Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
  • Increased client satisfaction by providing tailored financial advice and investment recommendations.
  • Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue.
  • Executed financial assurance audits and implemented new control points and metrics to support business changes.
  • Assisted clients during major life events, such as retirement or inheritance planning, by providing expert financial guidance and support.
  • Built trust among clientele through consistent communication, transparency, and the delivery of accurate information regarding account performance and progress toward goals.
  • Balanced multiple responsibilities effectively by prioritizing tasks based on urgency and importance to overall client objectives.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Streamlined renewal process, making it easier for clients to update and maintain their policies.

Building Manager

Montgomery County Public Schools
01.1996 - 06.2020
  • Conducted regular property inspections to identify potential issues and address them proactively.
  • Managed operations, maintenance and improvement of properties.
  • Performed routine maintenance tasks, which included unclogging sinks and toilets, replacing door locks, and fixing heating and air conditioning issues.
  • Managed and scheduled contract workers who completed building maintenance and upgrades.
  • Implemented an effective emergency response plan, training staff members to handle various crisis situations.
  • Supervised staff of 20 plus in day-to-day activities.
  • Streamlined inventory management, ensuring adequate supplies were always available for timely completion of tasks.
  • Assisted in hiring new staff members, providing thorough training in janitorial practices, policies, and procedures to ensure consistent performance across the team.
  • Improved cleanliness and overall appearance of the facility by implementing rigorous cleaning schedules and maintenance routines.
  • Coordinated special events setup and teardown processes while ensuring minimal disruption to daily operations within the facility.

Education

Magruder High School
Rockville,MD

License - Licensed Financial Professional

World Financial Group
San Francisco, CA
06-2024

Skills

  • Equity valuation
  • Cash flow management
  • Fundamental analysis
  • Insurance planning
  • Retirement planning
  • Building inspections
  • Property maintenance
  • Recruiting management
  • Recruiting and retaining staff
  • Individualized training

Timeline

Licensed Financial Specialist

World Financial Group, Inc.
01.2024 - Current

Building Manager

Montgomery County Public Schools
01.1996 - 06.2020

Magruder High School

License - Licensed Financial Professional

World Financial Group

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