Stephanie Knapp
Bennington,NE
Summary
Strategic-thinking individual experienced in turning low-performing organizations into top revenue producers. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while positively impacting company success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Director, Client Service
Carson Wealth Management
04.2022 - Current
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
- Worked closely with organizational leadership to guide operational strategy.
- Managed daily operations while overseeing multiple locations to foster increased productivity.
- Established departmental performance goals and provided feedback for underperforming areas.
- Monitored expenditures to mitigate risk of overages.
- Curated a training program for onboarding newly acquired offices.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
Manager, Rep Relations
Securities America
08.2018 - 04.2022
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Launched successful internal innovation website to empower stakeholders to submit suggestions to optimize efficiencies, cost savings and client satisfaction.
Senior Resource Desk Specialist
TD Ameritrade
12.2016 - 08.2018
- Followed all company policies and procedures to deliver quality work.
- Listened and responded to customer requests and forwarded necessary information to superiors.
- Interpreted clients' needs and introduced services to fit specific requirements.
- Assisted with staff training to enforce quality, safety and sanitation guidelines.
- Maintained current understanding of market conditions, compliance standards and best practices.
- Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs.
Manager, Transition Team
Nelnet
12.2014 - 12.2016
- Launched new team program for new hires growth and development.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Managed and motivated employees to be productive and engaged in work.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Education
Bachelor of Arts -
University of Nebraska At Omaha
Omaha, NE05.2014
Skills
- Business Planning
- Business Development
- Staff Management
- Operations Management
- Budget Control
- Staff Development
- Project Management
- Issues Resolution
- Strategic Planning
- Verbal and Written Communication
- Hiring and Retention
- People Management
Certification
Series 7, 63 & 66
Timeline
Director, Client Service
Carson Wealth Management
04.2022 - Current
Manager, Rep Relations
Securities America
08.2018 - 04.2022
Senior Resource Desk Specialist
TD Ameritrade
12.2016 - 08.2018
Manager, Transition Team
Nelnet
12.2014 - 12.2016
Bachelor of Arts -
University of Nebraska At Omaha
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