TRU N. PACE
Avon Lake,OH
Summary
Versatile Managing Director with proven abilities across all levels of organizational management. Talented in developing partnerships, overseeing personnel and developing tactical plans to meet strategic goals. Proven leader with significant background in sales, marketing and operations. Forward-thinking team leader and hardworking individual focused on continuous operational improvement.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Director of Operations
Shoop Wealth Management
01.2021 - Current
- Manage financial office and planning for over 500 individual and corporate portfolios
- Educate and assist clients with products, services, and financial needs
- Provide professional support to multiple financial planners and identify and communicate with all potential clients
- Monitor investment accounts and process client files
- Maintain Client relations and fostering relationships necessary for building a sound client base
- Develop and implement best practices, procedures, and routines throughout the team’s business operations
- Manage office compliance resulting in exceeding rating from internal audit.
- Oversee day-to-day production activities in accordance with business objectives.
- Overseesuccessful implementation of operational strategies and policies to drive organizational growth and productivity.
- Developed systems and procedures to improve operational quality and team efficiency.
- Mentor and coach team members to foster productive and engaging work environment.
- Interact well with customers to build connections and nurture relationships.
- Handle problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Work collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
Marketing Specialist
MTI Global Services
10.2018 - 01.2020
- Conducted training and marketing solutions to large Retail outlets in the greater Cleveland.
- Ran multiple incentive programs to promote the client’s product and increase sales.
- Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
- Utilized market trends and target audience statistics to effectively and appropriately market products.
- Continually maintained and improved company's reputation and positive image in markets served.
Manager of Wellness Programs
City Of Avon Lake
01.2017 - 01.2020
- Programming and marketing for the Parks and Recreation Department.
- Responsible for hiring new instructors and staff employees.
- Planned all training and specialty fitness events at the facility.
- Purchased equipment, created schedules quarterly, managed payroll
- Coordinated marketing efforts to promote fitness and wellness programs.
- Collaborated with health and wellness professionals to create and execute events, seminars and workshops on various topics.
- Developed and implemented comprehensive fitness and wellness programs to promote healthy lifestyles.
- Met or exceeded monthly revenue and training goals.
President
Mainstreet Productions
12.1994 - 12.2016
- Established and managed account relationships in an effort to build revenue throughout the Greater Cleveland and Pittsburgh.
- Directly managed account representatives who were responsible for the sales of promotional books to local school districts.
- Responsible for boosting promotion value with athletics, baseball programs, and band boosters in the school or city districts in which Mainstreet Productions operated in.
- Managed all facets of internal operations from purchasing, distribution, and vendor relationships.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Identified opportunities to improve business process flows and productivity.
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Led development of strategic marketing plans to raise awareness and drive sales growth.
- Increased company growth through collaboration with sales and marketing departments.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Managed financial, operational and human resources to optimize business performance.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Oversaw divisional marketing, advertising and new product development.
Education
Bachelor of Science - Marketing
The Ohio State University, The Business School
Columbus, OhioSkills
- Proficient in
- Word and Excel
- Sales Promotion
- Records Organization and Management
- Business Management and Development
- Manage Operations
- Operational Excellence
- Overseeing Personnel
Certification
NETA- Group Fitness Certified
CPR Certified
Rock Steady Boxing for Parkinson’s certified
Timeline
Director of Operations
Shoop Wealth Management
01.2021 - Current
Marketing Specialist
MTI Global Services
10.2018 - 01.2020
Manager of Wellness Programs
City Of Avon Lake
01.2017 - 01.2020
President
Mainstreet Productions
12.1994 - 12.2016
Bachelor of Science - Marketing
The Ohio State University, The Business School
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