Stephen Walker
Columbus,OH
Summary
Dynamic professional with extensive experience in small business operations and client service, notably as Owner/Agent at Apollo Insurance Agency Inc. Proven track record in relationship building and financial management, enhancing client satisfaction and driving repeat business. Skilled in training teams and executing strategic operations to maximize efficiency and profitability.
Overview
33
33
years of professional experience
Work History
Owner/Agent
Apollo Insurance Agency Inc
03.1992 - Current
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Trained and motivated employees to perform daily business functions.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
Registerd Representative
Lincoln Financial Securities
03.1993 - 02.2021
- Shared details regarding financial products and services with clients.
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Kept abreast of all changes in stock market and investments to better manage client finances.
- Executed timely trades on behalf of clients, helping them capitalize on market fluctuations and maximize returns on investments.
- Improved client satisfaction by providing exceptional customer service and addressing individual financial needs.
Education
Bachelor of Arts - Journalism
The Ohio State University
Columbus, OH03-1992
Skills
- Small business operations
- Relationship building
- Customer relations
- Client service
- Human resource management
- Operations management
Timeline
Registerd Representative
Lincoln Financial Securities
03.1993 - 02.2021
Owner/Agent
Apollo Insurance Agency Inc
03.1992 - Current
Bachelor of Arts - Journalism
The Ohio State University
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