Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Trinidad Gutierrez

Trinidad Gutierrez

Suisun,CA

Summary

Proven Financial Services Professional with a track record of delivering exceptional client outcomes. Expert in wealth management and retirement planning, complemented by strong communication skills. Achieved significant client satisfaction through effective problem-solving and critical thinking. Skilled in curriculum development and instructional leadership, demonstrating a commitment to continuous improvement and operational excellence. Considerable understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining processes for optimized support.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Financial Services Professional

Independent Contractor
04.2024 - Current
  • Responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service
  • Help clients meet their insurance, estate, retirement, and benefit needs through the insurance and other financial products
  • Assesses the financial needs of individuals and help them with decisions on investments

Financial Services Professional

New York Life Insurance Co
09.2023 - 04.2024
  • Responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service
  • Help clients meet their insurance, estate, retirement, and benefit needs through the insurance and other financial products
  • Assessed the financial needs of individuals and help them with decisions on investments

Graduate Training System Site Manager

Data Systems Analysts, Inc
12.2021 - 09.2023
  • Performed software testing and ensures system operates effectively and efficiently
  • Provide troubleshooting support for GTIMS functions at the user level
  • System administrator duties for GTIMS, assigns base level permissions for users
  • Track and respond to user issues with both functional and common service applications, scheduling functions, and provide information for the effective use of TIMS capabilities
  • Provide training to new users as well as training that introduces new upgrades, functions, and releases
  • Assist with loading and configuring GTIMS client application on user workstations. Assist in deploying software releases, upgrades, and patches
  • Provide GTIMS user-level training to base personnel and instructors

Aircrew Scheduler

RiverTech LLC
10.2020 - 10.2021
  • Coordinated with training officer, training non-commissioned officer (NCO), squadron aviation resource management (SARM), Unit Deployment Manager (UDM), and Operations Officer to arrange a schedule to facilitate operations, qualification, upgrades, tests, exercises and continuation training to meet currency and progression standards, in accordance with Director of Operations priorities
  • Built long and short-range schedules to ensure full coverage of all aircrew, instructor, evaluator, support personnel and supervisor positions
  • Built device utilization schedules to ensure student throughput requirements, Government Used Time, Distributed Mission Operations exercises, testing events, and other device-specific activities are met and comply with contractual requirements
  • De-conflicts crewmembers schedules and coordinate with flight leadership to ensure crew members are available to meet assigned sortie taskings
  • Tracks daily flight/ground/academic training requirements and accomplishments to facilitate accurate scheduling in support of the Director of Operations

Facilities Superintendent

Napa County Public Health
04.2020 - 03.2021
  • Management of multiple facilities that temporarily house isolating or quarantining Covid-19 clients, fire evacuees and clients enrolled in county operated homeless programs
  • Management of PPE inventory/distribution for Napa County Staff - Facilitating the physical counting and data entry of PPE into Excel and County systems for multiple sites; ordering and distributing the appropriate amount of necessary PPE
  • Homeless Management Information System (HMIS) Specialist: Verifies and enters client information into database, completes audits to ensure accuracy of data, coordinates with Case Managers and county staff to ensure intake requirements are met; trains county staff on database procedures
  • Created and performs client intake/outtake procedures, scheduling, and procedures for County operated Covid-19 and fire evacuee facilities. Ensures required paperwork and data entered into County systems
  • Maintained HIPAA Compliance
  • Bilingual Contact Tracing Investigator - assists with contact tracing and case investigation of possible Covid-19 exposed individuals, translated county documents for Spanish speaking clients

Senior Air Advisor

United States Air Force
10.2017 - 04.2020
  • Air Logistics Training Program Manager; oversaw training authorizations for 67 Air Advisor personnel; enabled execution of $2 million for fiscal year mobile training team missions
  • Selected for Air Advisor media relations recruiting video. Promoted Air Force Air Advising mission for two Wings and 16,000 Department of Defense Personnel
  • Emergency Management representative - evaluated and briefed 67 squadron personnel on Shelter in place procedures for natural and man-made emergencies; responded to an active shooter on base
  • Conducted a subject matter exchange with El Salvador on the air transportation of dangerous goods. Inspected facility where explosives are stored and gave recommendations on how to properly store and dispose of explosives
  • Initiated search and rescue program for Belize Air Force; helped establish first water survival course for international Partner Nation personnel
  • Deployed to Colombia & Peru. Led 40 hour leadership logistics course; readied 25 international leaders in global transport management
  • Awarded International Air Transport Association Dangerous Goods diploma. Graduated with distinction 4 course, 120 hour program. Supported Colombia, El Salvador and Peru in aerial port operations/air transport of dangerous goods
  • Deployed to Guatemala. Interpreter for aero medical evacuation course; established new procedures for safe air transport of ambulatory patients
  • Deployed to El Salvador - Interpreter for Tactical Combat Casualty course; readied Partner Nation Personnel for U.N. peacekeeping mission in Mali

NCOIC, Standardizations and Evaluations

United States Air Force
04.2016 - 10.2017
  • 1 of 8 C-17 Formal Training Unit evaluators in the Air Force, evaluated 71 Wing Instructors and validated $976M contractor training program.
  • Led training course rewrite; penned syllabi for $93million contract for airdrop flight evaluations, which standardized 33 courses
  • Wing's sole airshow demonstration team LM; showcased C-17A capabilities for one domestic and two international airshow events
  • Wing inspection team member; Evaluated 19 Management Internal Control Toolkit programs, 52 quality assurance items, and identified four recommended improvement areas
  • Emergency Management representative; validated base's response to natural and man-made emergencies
  • Graduated continuous process improvement course; led 6 person team/applied Lean Six Sigma principles to aircrew transportation project/reduced 5,500 driving hours per year
  • Team lead for Special Operations Command Joint Airdrop exercise; airdropped 78 special operations personnel; validated Joint Force airfield seizure mission
  • Executed three joint airfield seizure exercises; trained 191 personnel, airlifted 84,000 lbs of equipment, and certified four Army personnel in airdrop procedures. Presented with the Army Achievement Medal

Publications Program Manager

United States Air Force
10.2013 - 04.2016
  • Coordinated over 8,250 events and mission scheduling for 147 personnel to meet Formal Training Unit events and mission requirements
  • Technical Orders Program Manager; maintained a $2 million publications library; supported 262 C-17/KC-135 instructors and 2 thousand students per year across 21 Formal Training Unit courses Led Wing’s Electronic Flight Bag transition; established tracking for 627 devices worth $450,000
  • Crisis Action Team (CAT) Supervisor; updated CAT Quick Response Capability and tracked and analyzed exercise events; prepared base for active shooter emergency
  • Led 8 person team office upgrade project. Acquired new printer and repaired aging equipment; saved off-site printing and shipping cost, saving $12,000 per year
  • Master resiliency trainer; Instructed three classes, led 2 Squadron training days in comprehensive airman fitness and mental health awareness
  • Overcame hydraulic systems failure; coordinated with the crew and manually extended landing gear. Saved $282 million asset

Aircraft Loadmaster

United States Air Force
09.2006 - 10.2013
  • Used both manual and electronic methods to compute aircraft weight and balance.
  • Performed pre-flight and post-flight of aircraft and aircraft systems.
  • Followed all preferred work methods, safety policies and procedures per company guidelines while reporting unsafe conditions.
  • Checked placement of cargo and passengers against aircraft restrictions.
  • Contributed to the successful completion of numerous high-priority missions by maintaining a strong focus on safety, efficiency, and attention to detail throughout all aspects of the loadmaster role.

Education

Associate of Applied Science - Aviation Operations

Community College of The Air Force, Montgomery, AL

Associate of Applied Science - Instructor Technology

Community College of The Air Force , Montgomery, AL

Bachelor of Science - Aeronautics

Embry Riddle Aeronautical University, Daytona Beach, FL

Bachelor of Science - Business Finance

San Francisco State University, San Francisco, CA

Skills

Know Your Customer

Cash Flow Management

Sales and Marketing

Retirement planning

Wealth Management

Public Speaking, Strong Communication Skills

Problem-solving abilities

Critical Thinking

Class Instruction

Curriculum Development

Operations/Project Management

Instructional Leadership

Accomplishments

Over 400 combat sorties in support of operations in Iraq and Afghanistan. Awarded 8 Air Medals, Air Force Commendation Medal, Air Force and Army Achievement Medals.

Certification

Secret Clearance

CompTIA Security+

Languages

Spanish
Full Professional

Timeline

Financial Services Professional - Independent Contractor
04.2024 - Current
Financial Services Professional - New York Life Insurance Co
09.2023 - 04.2024
Graduate Training System Site Manager - Data Systems Analysts, Inc
12.2021 - 09.2023
Aircrew Scheduler - RiverTech LLC
10.2020 - 10.2021
Facilities Superintendent - Napa County Public Health
04.2020 - 03.2021
Senior Air Advisor - United States Air Force
10.2017 - 04.2020
NCOIC, Standardizations and Evaluations - United States Air Force
04.2016 - 10.2017
Publications Program Manager - United States Air Force
10.2013 - 04.2016
Aircraft Loadmaster - United States Air Force
09.2006 - 10.2013
Community College of The Air Force - Associate of Applied Science, Aviation Operations
Community College of The Air Force - Associate of Applied Science, Instructor Technology
Embry Riddle Aeronautical University - Bachelor of Science, Aeronautics
San Francisco State University - Bachelor of Science, Business Finance

Similar Profiles

CREATE PROFILE
Trinidad Gutierrez