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
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