Westley Maree
McKinney,TX
Summary
As a successful Business Coach, I have helped guide and mentor business owners and CEOs through specialized coaching programs to structure their companies for growth (2-3X). By implementing operational best practices, and helping them with organizational design, leadership design and mentoring, they have been able to build robust teams to help them succeed in improving business performance, profitability and customer satisfaction. Seeking a full-time position that offers professional challenges utilizing my interpersonal skills, excellent time management and problem-solving skills.
My skillset is in developing and improving processes by leveraging data and analytics, assessing root causes and providing insights to help companies drive strong results.
Solid verbal, written and presentation skills, particularly in delivering constructive feedback and working through complex issues. Consistently mitigates long-term risks and finds path forward in difficult situations.
Overview
16
16
years of professional experience
Work History
Business Leadership Coach
BERGflow
11.2019 - Current
- Attended seminars, business expos and other events to develop and support small businesses.
- Fostered positive, proactive and professional relationships to achieve short- and long-term business goals.
- Troubleshot, brainstormed and collaborated with fellow coaches on ways to make coaching more impactful for clients.
- Monitored and analyzed clients' progress, results and overall satisfaction to implement process improvement initiatives.
- Identified workflow inefficiencies to formulate and implement operational improvements at network level.
- Engaged with prospective customers to qualify product fit via multiple channels.
- Provided coaching and mentoring to employees.
- Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
- Facilitated virtual, in-person and blended learning sessions.
- Developed job-specific competencies and performance standards.
- Utilized variety of instructional design methodologies to create effective learning experiences.
- Developed and implemented successful onboarding program.
- Developed and executed performance management programs to increase employee engagement and productivity.
- Built and maintained professional relationships with vendors and suppliers.
- Identified workers with specific skill sets to recommend for promotions or raises, increasing internal hiring 50%.
- Worked with vendors to customize courseware to accommodate business needs.
Financial Planner
Quattro Financial Services
04.2012 - 10.2019
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Developed recommendations specific to client's financial situation on variety of topics.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Presented financial plans and investment recommendations to clients.
- Educated clients on potential risks and rewards associated with various investments.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Studied financial documents to identify potential areas needing improvement.
- Advised clients on investments, retirement and estate planning.
- Monitored and updated financial plans to comply with client goals.
Entrepreneur
Self-employed
01.2009 - 01.2016
- Determined business plan, mission statement, and vision.
- Launched new product lines successfully through comprehensive planning, strategy and research.
- Mapped income generating strategies to grow revenue.
- Determined areas in need of improvement and devised targeted corrective actions for each concern to maintain optimal business operations.
- Negotiated supplier contracts to secure competitive pricing for materials and services.
- Devised processes to boost long-term business success and increase profit levels.
- Sourced initial funding to get business up and running while planning initial structure and making strategic first hires.
- Generated additional revenue streams through constructive partner and client relationships.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Interacted well with customers to build connections and nurture relationships.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Assisted in recruiting, hiring and training of team members.
Quality Manager
Mr Price Home
06.2007 - 07.2012
- Managed and archived quality documentation and participated in internal and external quality audits.
- Coordinated and oversaw periodic audits to evaluate product quality and safety and address non-conformances.
- Evaluated quality problems and performed assessments to identify and resolve issues.
- Updated quality control standards, methods, and procedures to meet compliance requirements.
- Mentored and encouraged employees to strive for excellence while fostering professional growth.
- Provided observations, took measurements, and performed tests at various stages according to quality control plan.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
Education
Bachelor of Science - Wealth Management
RJM Educational Consultants
Durban, South Africa10.2019
Skills
- Attention to Detail
- Program Monitoring and Tracking
- Class Scheduling
- Team Exercises
- Creative Solution Development
- Focus Group Coordination
- Lectures and Discussions
- Group Discussion Facilitation
- Employee Interviewing
- Course Materials Development
- Leadership Development
- Management Consultation
- Manager Coaching and Training
- Professional Relationships
- Organizational Leadership
- Strategic Vision
- Corrective Action Planning
- Talent Assessment
- Strategy Planning
- Business Knowledge
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
"Time is what we want most, but what we use worst."
William Penn
Timeline
Business Leadership Coach
BERGflow
11.2019 - Current
Financial Planner
Quattro Financial Services
04.2012 - 10.2019
Entrepreneur
Self-employed
01.2009 - 01.2016
Quality Manager
Mr Price Home
06.2007 - 07.2012
Bachelor of Science - Wealth Management
RJM Educational Consultants