Summary
Overview
Work History
Education
Skills
Timeline
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Stephen Thomas

Los Angeles,CA

Summary

Over 6 years of experience working in financial management and planning. Proven strengths in adapting to changing markets and developing personalized budget plans. Friendly personality complements addressing clients needs and achieve financial goals. Significant experience in leadership of large successful business endeavors. Team management and employee growth / retention Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

7
7
years of professional experience

Work History

Financial Planner

Northwestern Mutual
03.2022 - Current
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Established and deepened existing client relationships through complex financial planning.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • This role currently includes operating a solo Financial Planning practice within the umbrella of Nortwestern Mutual's established industry standard.

    Financial Services, Strategy, and Recommendations:
    Goals include adding value to all client's financial positions

Talent Acquisition Manager

Farmers Insurance
10.2021 - 03.2022
  • Created and drove talent acquisition and job placement strategies to attract diverse candidates.
  • Identified and created recruitment and administrative performance metrics and data to analyze trends, drive change, and assess progress.
  • Analyzed recruiting metrics to share reports and recommendations with stakeholders.
  • Optimized sourcing networks and used proactive methods to direct source candidates.
  • Conduct entire recruitment and interview process with the goal of locating, on-boarding, and developing new talent.

Manager

Enterprise Rent-A-Car
10.2018 - 11.2021
  • 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.
  • Strong focus on Employee Development and Retention
  • Strict regimen to accelerate growth while improving fiscal budget agenda
  • General Managerial duties include specific store hours, scheduling, hiring, and fleet management.

Bookkeeper

Canter's Deli
02.2017 - 10.2018
  • Maintained and processed invoices, deposits, and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reconciled and corrected issues with financial records.
  • Provide detailed incite for audit via clearly notated financial records
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Reduced financial discrepancies through transaction monitoring and management.
  • Analyzed financial data to assist in budget creation and forecasting.

Education

Bachelor of Science - Anatomy

Sam Houston State University
Huntsville, TX
12.2016

Skills

  • Team Management
  • Referral Management
  • Investment Consulting and Planning
  • Financial Advising and Analysis
  • Asset Allocation
  • Client Relationship Development
  • Risk management
  • Debt collection
  • Tax assessment
  • Employee Development
  • Salesforce

Timeline

Financial Planner

Northwestern Mutual
03.2022 - Current

Talent Acquisition Manager

Farmers Insurance
10.2021 - 03.2022

Manager

Enterprise Rent-A-Car
10.2018 - 11.2021

Bookkeeper

Canter's Deli
02.2017 - 10.2018

Bachelor of Science - Anatomy

Sam Houston State University

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Stephen Thomas