TAYLOR FINDLEY
Williamsport,MD
Summary
Professional financial representative with solid experience in financial planning and client relations. Strong analytical skills, adept at developing tailored financial strategies and solutions. Highly collaborative, adaptable, and focused on achieving client and organizational goals. Reliable team player with exceptional communication and problem-solving abilities.
Overview
4
4
years of professional experience
Work History
Director of Operations
Northwestern Mutual
01.2023 - Current
- Streamlined financial planning processes, improving overall efficiency and effectiveness.
- Developed comprehensive financial reports for client review, ensuring transparency and understanding of their investment progress.
- Assisted in the preparation of quarterly reviews for clients, highlighting performance metrics and discussing potential adjustments to their portfolios.
- Responded promptly to client inquiries via email or phone calls, offering clear explanations regarding account activity or changes within the market.
- Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
- Increased client retention through building strong relationships and consistent communication.
- Met with customers to assess needs, financial status, and eligibility.
- Handled incoming payments and outgoing disbursements.
Server Shift Leader
Outback Steakhouse
04.2021 - 12.2023
- Cultivated warm relationships with regular customers.
- Promoted a positive work environment, fostering teamwork through regular communication and recognition of outstanding performances.
- Oversaw daily operations of service team, delegated tasks, and trained new staff.
- Handled table service and other dining room tasks to address shortfalls due to unexpected absences or unusual service volumes.
- Kept register accurate through correct billing, payment processing, and cash management practices.
- Enhanced customer satisfaction by promptly addressing concerns and providing personalized solutions.
Education
Digital Communications -
Washington County Technical High School
Hagerstown, MDSkills
- Recommend solutions
- Verbal communication
- Problem-solving
- Multitasking
- Team leadership
- Time management
- Operational Efficiency
- Operations Oversight
- Strategic planning and execution
Timeline
Director of Operations
Northwestern Mutual
01.2023 - Current
Server Shift Leader
Outback Steakhouse
04.2021 - 12.2023
Digital Communications -
Washington County Technical High School
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