Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Taber Epley

Charlotte,NC

Summary

Motivated and ambitious professional passionate about building relationships, solving problems, and driving results. I thrive in fast-paced, goal-oriented environments and am energized by the challenge and reward of a career in sales. Known for being coachable, competitive, and resilient, I'm actively pursuing opportunities where I can grow, contribute, and exceed expectations.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Representative Intern

Northwestern Mutual
06.2025 - Current
  • Analyzed client financial needs to recommend suitable products and services.
  • Prepared detailed financial reports for internal and client use.
  • Collaborated with senior representatives to enhance customer engagement strategies.
  • Conducted market research to identify emerging trends and opportunities.

Bartender

Park Avenue Oyster Bar and Grill
10.2023 - 05.2025
  • Operated point-of-sale system accurately for processing payments from customers
  • Crafted specialty cocktails according to customer specifications
  • Demonstrated excellent customer service skills by efficiently responding to requests in a timely manner
  • Maintained an organized and clean work environment, ensuring all customer areas were properly stocked with supplies

Intern to the Director of Digital Marketing

Ro Sham Beaux
04.2023 - 10.2023
  • Conducted market research to identify potential sales opportunities and customer needs.
  • Executed marketing plans to support new product launches and promotions.
  • Assisted in preparing sales presentations and promotional materials for client meetings.
  • Assisted team members in closing deals by providing additional support or information when needed.

Waitress

Frog Hollow Tavern
09.2022 - 05.2023
  • Enhanced team efficiency by creating a structured system for side work, stocking, and bussing
  • Achieved above average sales quotas by forming personal relationships with guests and suggesting knowledgeable suggestions regarding drink and food combinations
  • Up-sold wines, liquors, and five course meals with professional appearance and mannerism.

Front Office Coordinator

Shirer Family Dentistry
01.2022 - 09.2022
  • Coordinated patient scheduling, optimizing appointment flow and reducing wait times.
  • Managed front office operations, ensuring compliance with health regulations and protocols.
  • Trained new staff on office procedures and software systems to ensure smooth transitions.
  • Assisted in insurance verification processes, facilitating prompt claims processing and improved reimbursement rates.

Sober Living House Manager

New Wave Recovery
03.2021 - 11.2021
  • Supervised daily operations to ensure a safe and supportive environment for residents.
  • Developed and implemented individualized recovery plans tailored to each resident's needs.
  • Streamlined administrative processes, enhancing efficiency in documentation and reporting protocols.
  • Managed day-to-day operation of home to comply with regulations and agency standards.
  • Provided leadership, guidance and support to staff members and residents.

Bartender and Waitress

Oceanside Beach Grill & Bar
06.2021 - 10.2021
  • Managed inventory levels, ensuring availability of essential supplies and minimizing waste.
  • Served high customer volumes during special events, nights, and weekends.
  • Contributed to a positive work environment through effective teamwork and communication with colleagues.
  • Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.

Education

Bachelor's - Business Management

University of South Carolina
Columbia, SC
12.2025

Skills

  • Client Relationship Management
  • B2B & B2C Sales
  • Communication & Persuasion
  • CRM Tools
  • Account Coordination
  • Time Management & Prioritization
  • Strategic Outreach & Prospecting
  • Critical Thinking & Problem Solving

Certification

  • CFA Institute Investment Foundations Certificate
  • Microsoft Office Specialist: Excel Associate
  • Professional Communication Certification
  • North Carolina Life and Health Insurance License
  • South Carolina Life and Health Insurance License


Timeline

Financial Representative Intern

Northwestern Mutual
06.2025 - Current

Bartender

Park Avenue Oyster Bar and Grill
10.2023 - 05.2025

Intern to the Director of Digital Marketing

Ro Sham Beaux
04.2023 - 10.2023

Waitress

Frog Hollow Tavern
09.2022 - 05.2023

Front Office Coordinator

Shirer Family Dentistry
01.2022 - 09.2022

Bartender and Waitress

Oceanside Beach Grill & Bar
06.2021 - 10.2021

Sober Living House Manager

New Wave Recovery
03.2021 - 11.2021

Bachelor's - Business Management

University of South Carolina

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