Highly motivated and driven small business owner with leadership skills, clear communication style and problem solving skills. Identifying business opportunities in an up and coming market. Generating sales with contractors and home owners. Building rapport with contractors in the Spokane and Coeur D' Alene markets by effectively communicating, delivering on what was promised and completing jobs in a timely manner. Setting expectations with subordinates and maintaining boundaries within our organization.
Overview
15
15
years of professional experience
Work History
Small Business Owner
Koala Insulation Of Spokane
03.2021 - Current
Ensured that my company was in compliance with all of the regulatory bodies. (SOS, DOR, DOL, DOT, Contractor Board)
Setup a marketing campaign based on recommendations from our account manager. Met with our account manager regularly until our lead flow was consistent, manageable and affordable.
Met with customers and provided in house estimates after inspecting the home and discovering any inefficiencies.
Ensured our production manager was hitting his goals in closing jobs with customers. Logged and maintained performance metrics on each job to ensure our desired level of profitability.
Hired and fired employees based on their performance, attitude and work ethic.
Scheduled performance reviews with employees at 90 days and every 6 months thereafter. Provided incentives to technicians based on 5 star reviews and timely completion of jobs and passing inspections. Documented performance reviews, plans of action and performance related issues.
Submitted payroll bi-weekly through our payroll processor. Tracked hours and piece-rates for the technicians.
Managed the daily operation of jobs and the professional and quality completion of every job. Communicated directly with customers to ensure their satisfaction of our work.
Ordered and tracked inventory using excel spreadsheets. Coordinated the delivery and storage of materials on new construction jobs with distributors.
Managed all financial components of my business. I ensured my company had the desired cash flow to continue business operations by managing outstanding invoices and collecting all monies in a reasonable amount of time.
Financial Advisor
Thrivent Financial
03.2020 - 03.2021
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Facilities Management Administrative Support Specialist
Washington Trust Bank
09.2016 - 03.2020
Oversees timely completion of work orders across the Pacific Northwest.
Reported building issues to building management to reduce safety concerns.
Collaborated with cross-functional teams to facilitate the successful completion of facilities-related projects on time and within budget constraints.
Scheduled and performed inspections of all 46 branches and 3 corporate offices to minimize interruptions in business operations.
Communicated with vendors on all work orders, invoice management, timely completion of projects and accountability measures.
Worked directly with engineers, architectural groups and commercial contractors on new construction projects.
U.S. ARMY
FEDERAL GOVERNMENT
11.2008 - 08.2012
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Resolved problems within the team and squad as well as unexpected events that occurred outside of the wire in Garrison and Afghanistan.
Planned for missions including routes, specific details regarding time restraints, known and unknown threats and developed contingency plans in case the original plan failed.
Collaborated with other teams in the squad and other squads to map out routes which provided the best cover, flanks, over watch elements and maneuvering elements.
Education
MBA - Financial Management
Lynn University
Boca Raton
08.2015
Skills
Small business operations
Planning and execution
Vendor Relations
Communication
Project Management
Budget Management
Staff hiring
New business launch
Employee Performance Management
Teamwork and Collaboration
Timeline
Small Business Owner
Koala Insulation Of Spokane
03.2021 - Current
Financial Advisor
Thrivent Financial
03.2020 - 03.2021
Facilities Management Administrative Support Specialist