Tristan Delage
Palm Coast,FL
Summary
Strategic Planning Specialist recognized for high productivity and efficiency in task completion. Skilled in strategic planning, project management, and data analysis which enable success in complex environments. Excel at communication, problem-solving, and adaptability, making significant contributions to team objectives and organizational goals. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
5
5
years of professional experience
Work History
Financial Planning Specialist
Gratium Welath Planning of Ameripruse
Palm Coast, FL
06.2022 - Current
- Developed long-term strategies based on research findings and market analysis.
- Drafted financial plans for clients based on their individual needs and goals.
- Completed training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Provided guidance and assistance to junior team members when needed regarding paraplanning activities and processes.
- Generated various financial reports for supervisors and managers for review and forecasting.
Manager of Operations
Smoker's Bay
Jacksonville, FL
10.2021 - 05.2022
- Managed scheduling, training and inventory control.
- Tracked and replenished inventory to maintain par levels.
- Oversaw daily operations, ensuring efficiency and effectiveness across all departments.
Server
The Funky Pelican
Flagler Beach, FL
09.2019 - 02.2021
- Maintained knowledge of current menu items, garnishes, ingredients, and preparation methods.
- Checked with customers to determine satisfaction with meals, promptly taking action to correct problems.
- Responded efficiently to guest inquiries and complaints in a professional manner.
Education
Bachelor of Science - Finance
University of North Florida
Jacksonville, FL05-2022
Associate of Arts -
Daytona State College
Daytona Beach, FL05-2019
Skills
- Problem-solving abilities
- Demand forecasting
- Budgeting expertise
- Software utilization
- Interpersonal skills
- Technological proficiency
Timeline
Financial Planning Specialist
Gratium Welath Planning of Ameripruse
06.2022 - Current
Manager of Operations
Smoker's Bay
10.2021 - 05.2022
Server
The Funky Pelican
09.2019 - 02.2021
Bachelor of Science - Finance
University of North Florida
Associate of Arts -
Daytona State College
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