Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Shelbie Yocom

Roy,UT

Summary

U.S. Air Force veteran with an active Secret security clearance, with extensive knowledge of SIPR and classified procedures. Goal driven and customer focused; executes first-class solutions on time and under budget both independently and as a team. Experience advising clients on investment strategies, retirement planning, and financial planning.

Overview

9
9
years of professional experience

Work History

Comprehensive Retirement Specialist

Legacy Insurance and Financial Services
03.2020 - Current
  • Analyzed potential client requirements and prepare comprehensive plans that meet individual insurance needs and financial goals.
  • Researched and stay abreast of current insurance regulations to proactively inform clients of policy and fee updates.
  • Guided clients through compiling important financial histories and documentation for evaluation.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Provided knowledgeable financial guidance to clients to ensure that their retirement was customized to their financial needs.

Munitions Systems

U.S. Air Force
11.2014 - 07.2020

Munitions Controller, 04/2018 to 07/2020

  • · Initial point of contact for Hill Consolidated Command Post for Unit Deployment Managers and Base Recall
  • · Establishes, develops, and maintains effective working relationships
  • · Meets with key customers and coordinating officials to assess customer satisfaction, explain organization policy and procedures and resolve significant problems which arise
  • · Served as liaison between U.S. Air Force and Japanese Self-Defense Forces
  • · Met with key stake holders to brief them on status of projects
  • · Resolved conflicts between agencies by reviewing policies and finding solutions that made both sides satisfied
  • · Created formal training using Microsoft and PowerPoint products
  • · Periodically reviewed needs of workplace to ensure most effective utilization of personnel.

Trailer Maintenance Scheduler/Support Lead, 04/2017 to 04/2018

  • · Prepared production plans for specific projects and operations through compilation of customer requirements, engineering designs, specifications, and machining process data; compiling estimates for different types of skilled labor and number of worker-hours required for production operations
  • · As Production Controller, closely coordinated production efforts with the designers, made frequent changes in schedules and priorities, and made every effort to control costs
  • · Established exact route of each individual part needed for maintenance projects
  • · Created tracking documents using Microsoft Excel
  • · Made unexpected arrangements to transport equipment and machines anywhere in the world, and realigned resources in order to maintain production schedules
  • · Extensive knowledge, skill, and experience to prevent or alleviate production delays, scheduling conflicts, lack of sufficient materials, faulty processes, labor shortages, or skilled trade imbalances.

AMRAAM Crew Chief, 02/2016 to 03/2017

  • · Supervised personnel in delivery of munitions and equipment to support other Air Force agencies
  • · Trained new employees on safety procedures, directives, and policies
  • · Ensured all safety regulations were maintained in work environment
  • · Used special and standard test equipment, gauges, and hand tools in accomplishing repair, modification, and maintenance work
  • · Accomplished scheduled inspections of egress systems
  • · Using prescribed job guides and technical data which required interpretation and or adaptation
  • · Properly supervised and trained employees on various repair methods.

Storage Crew Chief, 11/2014 to 02/2016

  • · Solely responsible for team of employees
  • · Trained all new employees on regulations and policies of safely storing, transporting, and handling of explosives and their parts
  • · Ensured strict accountability of stockpile of munitions
  • · Documented Movement Control Records for input into Master Storage Plan and Combat Ammunition System database
  • · Consistently enforced all Air Force and host nation explosive safety, AFOSH, Air Force Occupational Safety and Health standards, and security standards
  • · Directed and assisted munitions custody accounts with monthly, quarterly, semi-annual, and annual inventories and other related tasks.

Education

Some College (No Degree) - Mathematics, Studies

Weber State University
Ogden, UT

Some College (No Degree) -

Tyler Junior College
Tyler, TX

Skills

  • Meet Critical Deadlines / Time Management
  • Administration & Personnel Management
  • Information Protection
  • Excellent Interpersonal Skills / Adaptable
  • Technology and Human Resource Efficiency
  • OSHA Standards
  • Training Procedures
  • Advanced Troubleshooting
  • Materials Coordination

Additional Information

  • I am a veteran with an active Secret security clearance.

Timeline

Comprehensive Retirement Specialist

Legacy Insurance and Financial Services
03.2020 - Current

Munitions Systems

U.S. Air Force
11.2014 - 07.2020

Some College (No Degree) - Mathematics, Studies

Weber State University

Some College (No Degree) -

Tyler Junior College
Shelbie Yocom