Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Timeline
Hi, I’m

Tanya Noegel

Ball Ground,GA
Tanya Noegel

Summary

Accomplished financial leader and entrepreneur, adept at driving financial security and business growth, demonstrated through a successful expansion at Society Boutique Inc. and robust client servicing at ETRADE Securities. Skilled in regulatory compliance and cross-functional team leadership, with a proven track record of improving financial processes and achieving significant achievements in investment and retirement planning.

Overview

32
years of professional experience
1
Certification

Work History

ETRADE Securities
Alpharetta, GA

Registered Financial Representative
08.2024 - Current

Job overview

  • Licensed Series 7/63 Client Service Manager with E*Trade from Morgan Stanley
  • Offer sound financial recommendations to promote financial security, moving clients to take action.
  • Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions.
  • Utilize CRM systems to track client interactions, transactions, and progress towards financial goals.
  • Demonstrate expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
  • Develop and maintain relationships with clients to ensure satisfaction.
  • Educate customers about different types of products available from the company's portfolio.
  • Manage multiple accounts simultaneously while ensuring compliance with all relevant laws.
  • Provide advice on a range of financial products including mutual funds, stocks, bonds, and insurance.
  • Engage in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
  • Maintain strict compliance with all regulatory and ethical standards in financial advisory services.
  • Provide excellent service and attention to customers through phone conversations.
  • Worked with cross-functional teams to achieve goals.

Society Boutique Inc.
Alpharetta, GA

CFO/Small Business Owner
05.2018 - 07.2024

Job overview

  • Grew single store front boutique to five brick and mortar locations, a full online website and one men's location within the greater Atlanta metropolitian area.
  • Five years in a row, Society Boutique was named part of the Best of the Best in North Georgia. Featured in Atlantan Magazine, Canton City and Lifestyle Magazine and voted best Men's Store in Forsyth County 2022
  • Protected inventory using established security techniques.
  • Built strong relationships with customers through excellent customer service practices.
  • Supervised staff and coached team members in expectations for serving customers in luxury branded stores.
  • Analyzed business performance data and forecasted business results.
  • Implemented cost-saving measures whenever possible to reduce overhead expenses without compromising quality of product or services offered.
  • Analyzed sales data to identify trends in consumer behavior and adjust marketing strategies accordingly.
  • Developed and implemented weekly and monthly sales goals and objectives.
  • Trained staff to have extensive product knowledge and upselling skills.
  • Collaborated with marketing team on campaigns aimed at driving traffic into the store and online.
  • Managed point-of-sale systems including website design and POS terminals; troubleshot technical issues when necessary.
  • Sourced, installed and implemented new accounting systems to streamline operations.
  • Reviewed financial statements regularly to ensure accuracy of all store transactions.
  • Developed effective strategies for increasing sales through promotions and visual merchandising techniques.
  • Attended industry events such as fashion shows or trade fairs in order to stay up-to-date on current trends in clothing industry.
  • Negotiated pricing for apparel and accessories from vendors to secure optimal pricing and keep costs low.

Gravity Autos
Sandy Springs, GA

Controller
08.2015 - 03.2019

Job overview

Regional Controller duties for four Independent Used-Car Dealership Group

  • Spearheaded and oversaw the data conversion, training, and implementation from Frazer DMS to Dealertrack DMS for all locations.p locations
  • Responsible for creation of new Dealership sites at Marietta and Duluth, working with the City and State to gain Dealer's and Business licenses
  • Responsible for yearly reporting of sales to each City we operated in
  • Responsible for all Floor Plan Management activities with NextGear and AFC.
  • Coordinated payments with outside auctions such as South Florida Auto Auction, Manheim and Carmax Auto Auctions
  • Reconciled all cash/finance deals, monthly payroll, commissions, and extended warranty/Gap contracts.
  • Reconciled inventory with outside auditors
  • Responsible for all monthly financial reporting including P/L and Balance Sheet
  • Reconciled and signer on all bank accounts for each dealership
  • Oversaw HR - Conducted interviews and exit interviews, unemployment claims, BBB reviews, resolved escalated customer issues for General Managers
  • Worked very closely with partners, managers, and finance managers.
  • Reported directly to the owner.

ZIMBRICK HONDA
Madison, WI

Business Manager
12.2013 - 07.2015

Job overview

  • Company Overview: New and Certified Pre-Owned Honda Dealership with 13 years of President's Awards.
  • Responsible for delivering between 90-110 new and certified pre-owned Honda vehicles each month.
  • Create menu presentation and sell back end items such as extended service contracts, GAP, ECP and many other F&I products.
  • Completed F&I Solutions, Honda Interactive Network, and ADP training
  • Work closely with Honda Credit Buyers and Funding Managers on unfunded contract crisis from programing issues with ADP.
  • Responsible for Lease Buy-Outs, service contract and Gap refunds and Flex Cash accountability.

VIKING MOTORCARS LLC
Stoughton, WI

Business Manager
10.2012 - 12.2013

Job overview

  • Company Overview: Used Car Dealership with 30-60 used vehicles priced at $8,000-$22,000
  • Implemented all accounting functions for the dealership including, Billing, A/R, A/P, P/L, Balance Sheet, Commissions, Payroll, Taxes, and Floor Plans
  • Manage all Cash, Finance and aftermarket warranty deals
  • Responsible for aftermarket sales of extended warranties, GAP, and other products
  • Attended F&I training with Dealer Dynamics
  • Responsible for negotiating best finance rates
  • Specialized in sub-prime lending
  • Maintain working relationships with existing lenders and pursuing new lenders
  • Manage all Dealer Track, DealerFire Website, Craigslist, DMS system, CUDL and D.O.T Titling Transactions
  • Used Car Dealership with 30-60 used vehicles priced at $8,000-$22,000

TWISTED FAITH DESIGNS
Geneva, IL

Designer / Owner
01.2009 - 01.2013

Job overview

  • Company Overview: A Mid to High End costume jewelry line, handmade and sold wholesale to Speciality Boutiques
  • Designed and marketed a mid-price jewelry line that is featured in 120 different boutiques throughout the U.S., Virgin Islands and Canada
  • Traveled throughout the U.S
  • To trade-shows to present collection to buyers
  • Ability to perform under pressure and meet strict deadlines
  • Hired and trained Sales Representatives
  • Designed and set up all trade show booths to display products; developed highly effective sales approach that emphasizes personal service, consumer education, and relationship/brand building
  • Created all samples, catalogs, and marketing material for each season
  • Designed, implemented and maintained www.twisted-faith.com website
  • Hired, trained and supervised all manufacturing personnel
  • Maintained raw material inventory; established lasting relationships with vendors and manufacturing companies to adhere to design specifications
  • A Mid to High End costume jewelry line, handmade and sold wholesale to Speciality Boutiques

THE DENIM LOFT, INC
Geneva, IL

President/Owner
08.2004 - 10.2012

Job overview

  • Company Overview: Ranked 'Best of the Best' in the western suburbs in the Kane Co
  • Chronicle and West Suburban Living Magazine
  • The Denim Loft has been featured in Lucky Magazine, Midwest Living, Chicago Magazine, The Glancer Magazine and StyleChicago.com
  • Responsible for maintaining operational standards, customer service levels, driving sales, budgeting and controlling labor, visual merchandising, staff development, inventory control, and total P&L accountability
  • Implemented Quickbooks POS system for multi-store location
  • Prepared and reconciled all general ledger accounts, bank accounts, sales-tax, physical inventories, and payroll
  • Designed and maintained e-commerce website (www.thedenimloft.com) and all social media sites such as Twitter, Facebook, Constant Contact and Mail Chimp
  • Organized fashion shoots for website and press advertisement
  • Created all marketing and promotional activities to increase sales and customer loyalty
  • Established lasting relationships with customers, apparel designers and agents and vendors
  • Executed buying leverage with factoring companies and lines of business credit
  • Attended buying shows throughout the country every two months to purchase inventory for upcoming seasons
  • Attended Chamber, Merchant, and Women in Business meetings in the community to network with businesses and community leaders
  • Ranked 'Best of the Best' in the western suburbs in the Kane Co
  • Chronicle and West Suburban Living Magazine
  • The Denim Loft has been featured in Lucky Magazine, Midwest Living, Chicago Magazine, The Glancer Magazine and StyleChicago.com

IPR, INC
Rolling Meadows, IL

Accounting Manager
01.2001 - 01.2004

Job overview

  • Company Overview: Company specialized in manufacturing Tablet Press Machines for Pharmaceutical Companies
  • Managed all A/P, A/R, Payroll, P&L, Balance Sheet, Journal Entries and Job Cost Accounting for Company; Reported to CEO
  • Spear headed the integration and implementation of the Enterprise Software System from Peachtree Accounting to Made 2 Manage enterprise software
  • Executed preparation to become ISO2001 Certified Company
  • Managed and reconciled yearly physical inventory
  • Managed and trained all job order, sales order and invoicing personnel
  • Company specialized in manufacturing Tablet Press Machines for Pharmaceutical Companies

CONCRETE FORMING, INC
West Chicago, IL

Office / Accounting Manager
01.1999 - 01.2001

Job overview

  • Company Overview: Company specialized in manufacturing forms for concrete contractors
  • Managed department of 5 clerical personnel in the day-to-day operations of office management; Receptionist, Billing, A/P, A/R, Payroll, Salespersons Commissions, and full P&L accountability and filing liens
  • Managed all Human Resource responsibilities including new hire employment, drug screening, immigration verification, health and benefits packages for 50+ employees
  • Negotiated new insurance policies for health insurance and general liability business insurance
  • Reported all Workman's Compensation Claims, maintained OSHA regulations and oversaw Safety Program
  • Performed all confidential personal and professional assignments as designated by President and Vice President of Company
  • Company specialized in manufacturing forms for concrete contractors

THE CENTENNIAL INC
Paw Paw, IL

Owner
01.1993 - 01.1998

Job overview

  • Company Overview: Family Owned Fine Dining Restaurant and Bar
  • Family Owned Fine Dining Restaurant and Bar

Education

Series 7+Series 63

FINRA / SEC / Broker Check from Investment Services
11-2024

University Overview

Rio High School
Rio, WI

High School from High School Diploma
01.1991

University Overview

Kishwaukee Community College And Northern Illinois University
Malta, IL

Some College (No Degree) from Accounting and Finance

University Overview

Northern Illinois University
Dekalb, IL

Some College (No Degree) from Accounting and Finance

University Overview

Skills

  • Regulatory compliance
  • Cross-functional team leadership
  • Financial analysis expertise
  • Financial process improvement
  • Working capital management
  • Investment strategies
  • Retirement planning
  • Client servicing
  • Transaction management

Personal Information

Personal Information

Work Permit: Authorized to work in the US for any employer

Certification

  • Series 7
  • Series 63
  • Certified Personal Trainer
  • Certified Pilates Instructor

Timeline

Registered Financial Representative
ETRADE Securities
08.2024 - Current
CFO/Small Business Owner
Society Boutique Inc.
05.2018 - 07.2024
Controller
Gravity Autos
08.2015 - 03.2019
Business Manager
ZIMBRICK HONDA
12.2013 - 07.2015
Business Manager
VIKING MOTORCARS LLC
10.2012 - 12.2013
Designer / Owner
TWISTED FAITH DESIGNS
01.2009 - 01.2013
President/Owner
THE DENIM LOFT, INC
08.2004 - 10.2012
Accounting Manager
IPR, INC
01.2001 - 01.2004
Office / Accounting Manager
CONCRETE FORMING, INC
01.1999 - 01.2001
Owner
THE CENTENNIAL INC
01.1993 - 01.1998
Series 7+Series 63
FINRA / SEC / Broker Check from Investment Services
Rio High School
High School from High School Diploma
Kishwaukee Community College And Northern Illinois University
Some College (No Degree) from Accounting and Finance
Northern Illinois University
Some College (No Degree) from Accounting and Finance
Tanya Noegel