Stephen Harvey
Waco,TX
Summary
Dynamic professional with a multifaceted background spanning financial planning, emergency medical services, and extensive involvement in political advocacy. I bring a unique blend of analytical acumen, crisis management skills, and political savvy to the table. As a financial planner, I have successfully guided clients through complex financial landscapes, demonstrating expertise in investment strategies, retirement planning, and risk management. Additionally, my tenure as an emergency medical technician has honed my ability to remain calm under pressure, make critical decisions swiftly, and provide life-saving care in high-stress situations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Planner
Credent Wealth Management
02.2022 - Current
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Established strong partnerships with external professionals such as attorneys or accountants, enabling comprehensive client support in all financial matters.
- Mentored junior team members to enhance their understanding of financial planning principles and best practices.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Client Service Associate
Strata Trust Company
03.2021 - 02.2022
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Trained and supervised junior customer service representatives on best practices to meet organization goals.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
Manager In Training
Home Zone Furniture
07.2020 - 03.2021
- Enhanced supervisory and leadership abilities by working closely with supervisor.
- Served as a mentor and resource for junior staff members by offering guidance, support, and encouragement in their professional development pursuits.
- Oversaw inventory management processes, maintaining adequate stock levels while minimizing waste and associated costs.
- Increased customer satisfaction levels by consistently monitoring service quality and addressing concerns promptly.
- Streamlined operations for increased efficiency, focusing on process improvements and workflow optimizations.
Emergency Medical Technician
Loma Linda Medical Center
11.2018 - 07.2020
- Enhanced patient care by efficiently assessing and addressing medical emergencies in high-pressure situations.
- Improved patient outcomes by administering appropriate treatments based on thorough assessments of vital signs, physical conditions, and medical histories.
- Maintained levelheadedness and efficiency in high-pressure situations, effectively prioritizing tasks to save lives and provide medical care.
- Maintained a safe environment for all involved parties by adhering to strict safety measures during emergency situations.
- Continuously improved skills through regular training sessions, workshops, conferences, and staying up-to-date on industry best practices.
Emergency Medical Technician
Mission Ambulance
03.2017 - 10.2018
- Enhanced equipment readiness by rigorously inspecting, maintaining, and restocking ambulance supplies and tools as needed.
- Ensured ongoing compliance with local, state, and federal regulations governing EMS through adherence to policies, procedures, and guidelines.
- Triaged patients in emergency situations based on life-threatening needs and delegated tasks to better provide treatment to maximum patients at once.
- Communicated with patients about pain, comfort, and needs during transportation and preliminary medical care.
Education
No Degree - Emergency Medical Technician - BLS
West Coast EMT
Riverside, CA12.2016
Bachelor of Arts - Political Science
California Baptist University
Riverside, CA05.2015
Skills
- Client Relationship Development
- Retirement planning
- Wealth Management
- Cash Flow Management
- Critical Thinking Skills
- Team Oriented
Certification
- Series 65
- Basic Life Support
Volunteering
- Riverside Area Rape Crisis Center
- Steve Adams Congressional Campaign
- RESULTs Congressional Lobbying
- Riverside County District Attorney's Office
- GUMBO Homeless Ministries
Timeline
Financial Planner
Credent Wealth Management
02.2022 - Current
Client Service Associate
Strata Trust Company
03.2021 - 02.2022
Manager In Training
Home Zone Furniture
07.2020 - 03.2021
Emergency Medical Technician
Loma Linda Medical Center
11.2018 - 07.2020
Emergency Medical Technician
Mission Ambulance
03.2017 - 10.2018
No Degree - Emergency Medical Technician - BLS
West Coast EMT
Bachelor of Arts - Political Science
California Baptist University
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