STEVE B HORRELL III
Phoenix,United States
Summary
Highly qualified Aquatics Director with extensive experience and success at high-end, patron-experience focused facilities. Committed to excellent customer service, efficient problem solving, team motivation & engagement, and comprehensive planning. Excels in fiscal & budgetary management of all aquatics operations including staffing, program implementation, and mechanical & chemical aspects. Strength in recruiting, hiring, training, evaluating, and maintaining personnel with strong adherence to safety protocols and company-congruent values. Ability to handle multiple projects simultaneously with a high degree of accuracy and collaborate across departments to deliver an exceptional customer experience.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Aquatics Director
Paradise Valley Country Club
05.2003 - 01.2018
- Developed and executed successful aquatics programs for a club of 3000+ members and improved programming by establishing an environment of enthusiasm, respect, and safety that members could trust and looked forward to participating in.
- Hired, supervised, & routinely evaluated aquatics staff to ensure adherence to all safety protocols and company expectations.
- Delegated duties, managed schedules, and motivated performance for all aquatics staff.
- Conducted in-service training, meetings and conferences to share ideas, plan events, and enrich the aquatics programs both within aquatics team and across facility departments.
- Independently managed all mechanical and chemical aspects of the 250,000 gallon pool and maintained strong working relationships with maintenance and repair consultants.
- Maintained a beautifully manicured 10,000 sq/ft outdoor deck with routine cleaning, repairs, and purchasing of all outdoor patio furniture in accordance to club aesthetic.
- Head swim coach of 60 to 100 swimmers for summer, fall, & spring seasons and USA Swimming Coach at Swim Neptunes
- Personally work with multiple professional and Olympic Level swimmers/coaches including Michael Andrew, Josh Davis, Allison Schmidt, Misty Hyman, Matt and Annie Greavers, Clark Burkle, Joe Zimidas, Joe Phillips, Bob Gillet, & Michael Phelps to deliver enhanced programming and high-level training to all athletes.
- Upheld First Aid and CPR certifications in order to safely and effectively attend to participants in distress.
Registered Client Service Associate
The Pathlight Advisors
03.2023 - Current
- Maintained data confidentiality through strict observance of information security procedures and corporate guidelines.
- Completed financial goal analysis for clients to illustrate historical portfolio performance.
- Provided each client with exceptional level of service by responding quickly to issues and answering questions.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Developed recommendations specific to client's financial situation on variety of topics.
- Presented financial plans and investment recommendations to clients.
- Helped clients make informed decisions about financial future.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Created financial models to analyze and evaluate investment strategies.
- Advised clients on investments, retirement and estate planning.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Researched and evaluated potential investment products for clients.
- Monitored and updated financial plans to comply with client goals.
Financial Advisor
MassMutual
01.2018 - 01.2023
- Added 8 million of AUM
- Manages book of 53 million of AUM
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with building and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Performed due diligence and valuation processes.
- Capitalized on gaps in market and reached out personally to onboard new clients, process transfer paperwork and set up new accounts.
- Kept client financial plans optimized for current market trends and economic conditions.
Education
Some College (No Degree) - Broadcast Journalism
Arizona State University
Tempe, AZHigh School Diploma -
Horizon High School
Scottsdale, AZ05.1998
Skills
- Teamwork Skills
- Department Management
- Mechanical/Chemical Maintenance
- Pool Operations
- Safety Requirements
- Swimming Techniques
- Positive Learning Environment
- Emergency/Opening/Closing Procedures
- Accounts Payable and Accounts Receivable
- Class Planning
- Payroll Operations
- Employee Performance Evaluations
- Operational Efficiency
- Budget Administration
Certification
Certified Pool Operator
Series 7, 66
Insurance; Life, Accident, and Health
Timeline
Registered Client Service Associate
The Pathlight Advisors
03.2023 - Current
Financial Advisor
MassMutual
01.2018 - 01.2023
Aquatics Director
Paradise Valley Country Club
05.2003 - 01.2018
Some College (No Degree) - Broadcast Journalism
Arizona State University
High School Diploma -
Horizon High School
Certified Pool Operator
Series 7, 66
Insurance; Life, Accident, and Health
Similar Profiles
Madeline LyonsMadeline Lyons
Swim Coach/ Lifeguard at Paradise Valley Country ClubSwim Coach/ Lifeguard at Paradise Valley Country Club
Nicholas PemberNicholas Pember
Outside Services at Paradise Valley Country ClubOutside Services at Paradise Valley Country Club
Nathan HillyerNathan Hillyer
Cook III at Paradise Valley Country ClubCook III at Paradise Valley Country Club