Not exact matches
Alternatively, working with a high -
quality asset management company that charged no more than 1.50 % in per annum in management fees but who provided the white - glove
service that made comprehensive tax, estate, and portfolio
planning easier, might have made it possible to achieve
financial independence and multi-generational wealth much more quickly.
No, some other firms have net worth or assets under management minimums, but we believe
quality financial planning, investment management, and tax
services is for everyone.
We provide institutional -
quality investment
services, directly connected to your
financial plan and in line with strategic benchmarks... as a truly independent advisor, our investment decisions are made purely in your best interests.
[Box 9] OIS - China - Chinese Science and Technology Policy Delegation Visit, 1978 Zhongshan University Delegation Visit, 1979 AAAS Popularization of Science Delegation to China, 1980 CAST Science Writers Delegation to US, 1981 AAAS Environmental
Planning Delegation to China, 1981 US - China Conference on Energy Resources and Environment, 1982 Interferon Study (Proposed), 1982 CAST Delegation to US, 1982 CAST
Quality Control Delegation to US, 1982 Rumenant Productivity Symposium - US Papers, 1983 Rumenant Productivity Symposium - Chinese Papers, 1983 Photo Album of Address by Song Jian, 1985 AAAS Board of Directors Delegation to China, 1985 Chinese Delegation Visit (IIE), 1986 US Fish and Wildlife
Service Delegation to China, 1986 FASAS International Climate Change Symposium (Proposal), 1986 CAST Delegation to US, 1986 Background Political Information, 1987 Law / Science Short Course (Proposal), 1987 Collected Information and Papers on Chinese Water Management, 1987 CAST Water Management Delegation to US, 1987 AAAS Water Management Delegation to China, 1987 AAAS Water Management Delegation to China - Follow - up, 1988 CAST Petrochemical Engineer Delegation to US (Proposal), 1987 Pacific Rim Symposium (Proposal), 1987 Science and Technology Advising Seminar (Proposal), 1988 - 1989 AAAS / ABA Lawyers and Scientists Delegation to China, 1988 China Symposium at 1989 AAAS Annual Meeting, 1988 - 1989 Medical Instrument Maintenance and Repair, 1989 Fang Li Zhi, 1988 - 1989 Amnesty International Reports on Chinese Arrests, 1989 Correspondence re: June 1989 Events in China, 1989 Consortium of Affiliates for International Programs, 1989 China - FASAS Symposium on Environmental Protection in Developing Countries, 1989 FASAS Symposium Chinese Papers, 1989 PRC Joint Commission Visit, 1989 Tibet, 1987 Liz Levey Misc Correspondence, 1982 - 1990 Chinese Code of Ethics, 1986 China Tech Company Information, (undated) AAAS / CAST Exchange Programs, 1978 - 1987 Correspondence with CAST International Director Wang Zheng, 1981 - 1982 Correspondence with CAST, 1981 - 1989 James Hartnett Complaint to CAST, 1988 - 1989 Chinese Academy of Sciences, 1987 Hong Kong Association for the Advancement of Science and Technology, 1987 - 1988 Correspondence with Chinese Embassy, 1982 - 1987 NAS China Committee, 1982 - 1986
Financial Aid for Chinese Students, 1987 Misc Articles and General Background Information, 1978 - 1989 Misc., 1982 - 1989 Presentation Transparencies, 1988 Elzinga, Aant.
Math help from the writing
services also guide to have proper
financial planning and also understand how to spend money in order to get top
quality essays written from
services online.
Because you are on a
financial plan doesn't mean you can't get great
quality service for inferior.
Though Fidelity was once known more for its
financial services offering, it has become a force in
quality life insurance policies in recent decades for its innovative products, like its hybrid life insurance
plans.
«We are all planners who are trying to deliver
quality fiduciary
financial planning services to clients who have traditionally been cut out of
financial planning,» Guglielmetti says.
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Plan, World Law Processing, World Law
Services & World Law Debt Settlement) Persels & Associates LLC Please Reduce My Debt, LLC
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Financial, Inc..
Excel in program and organizational
planning, with documented success overcoming challenges of limited resources and
financial constraints to design high -
quality, cost - effective and comprehensive
service offerings skills Domestic Violence Certification Life skills counseling Sexual assault victim counseling Organized Culturally - sensitive Medicare and Medicaid applications Skilled community - based case manager
Skills and Experience: * Previous experience working within a Customer
Service role is ideal * Experience of Credit / Debt Management would be advantageous * Competent in Microsoft Office, including Word, Excel and Outlook * Experience working within
Financial Services would be of advantage * Ability to adhere to strict governance, process and policy *
Quality driven with excellent attention to detail * Must have 5 GCSE's A-C if no work experience Additional Information Start date: We are looking for you to be able to start with on our
planned training induction date confirmed on: 17th Macrh 2018 We will invest significant training to provide you with the knowledge and skills to be successful in the role.
Other skills and experience we are looking for includes: * Previous experience working within a Customer
Service role is ideal * Competent in Microsoft Office, including Word, Excel and Outlook * Experience working within
Financial Services would be of advantage * Ability to adhere to strict governance, process and policy *
Quality driven with excellent attention to detail Additional Information Start date: We are looking for you to be able to start with on our
planned training induction date confirmed on: 14 May 2018.
Detail - oriented medical or health
services manager professional with strong experience in organizational
financial planning, budgeting, operations, staffing and
quality care provision.
Walnut Creek, CA About Blog Destination Wealth Management is a firm committed to providing clients the highest
quality investment advice and
financial planning service.
Results - focused,
quality - driven with extensive expertise in handling
financial planning, accounting task and operations management demonstrating consistent achievement of objectives, strong multi-tasking and
service skills, and dedication to organizational goals.
Candidates with any of the following experience apply now: Sales, Customer
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service, Customer Service Adviser, Customer Service Representative, Customer Service Officer, Customer Service Associate, Customer Service Assistant, Customer Service Supervisor, Customer Service Coordinator, Customer Service Consultant, and Customer Service
service, Customer
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Service Representative, Customer Service Officer, Customer Service Associate, Customer Service Assistant, Customer Service Supervisor, Customer Service Coordinator, Customer Service Consultant, and Customer Service
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Service Officer, Customer Service Associate, Customer Service Assistant, Customer Service Supervisor, Customer Service Coordinator, Customer Service Consultant, and Customer Service
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Service Associate, Customer Service Assistant, Customer Service Supervisor, Customer Service Coordinator, Customer Service Consultant, and Customer Service
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ServiceService Agent.
Tags for this Online Resume: P&L Management, Operations /
Quality Management, Leadership / Talent Development, Productivity / Process Improvement, Contract / SLA Administration, Global Sourcing, RFP / Pricing / Sales Support, Strategic
Planning, Risk / Business Continuity Management, Client Consulting, C - Level / Executive Relations and Presentation Skills, Project / Program Management, Organizational Change Management, Client Retention, P&L /
Financial Management, Building and Leading Teams, Productivity Improvement / Cost Reduction, Business Process /
Service Delivery Improvement (Lean, Six Sigma), Client Management and Consulting, Large Scale Project / Program / Implementation Management, Organization and Client Change Management, Client Retention, Revenue Growth, RFP, Pricing, and Sales Support, Managing and Developing Talent
Tags for this Online Resume: Information Technology, Management, Program Manager, Supply Chain, Professional
Services,
Services, Portfolio Management, project management, program management, Program Management Office (PMO), PMO, Strategy, Change management, Leadership, Integration, Acquisition, Divestiture, Collaboration, Listening, Meeting Facilitation, Project Execution, Project
Planning, Project scheduling, Risk Management, Issue Tracking, Change Control, MS Project, Smartsheet, MS Office, Project Management Professional (PMP), strategic planning, implementation, communication, communication planning, stakeholder management, resource management, budgeting, Excel, Word, Powerpoint, Visio, Cross functional team leadership, virtual team leadership, customer satisfaction, continuous improvement, process mapping, due diligence, facility openings, training, training development, best practices, quality, problem solving, cost estimation, financial analysis, scope ma
Planning, Project scheduling, Risk Management, Issue Tracking, Change Control, MS Project, Smartsheet, MS Office, Project Management Professional (PMP), strategic
planning, implementation, communication, communication planning, stakeholder management, resource management, budgeting, Excel, Word, Powerpoint, Visio, Cross functional team leadership, virtual team leadership, customer satisfaction, continuous improvement, process mapping, due diligence, facility openings, training, training development, best practices, quality, problem solving, cost estimation, financial analysis, scope ma
planning, implementation, communication, communication
planning, stakeholder management, resource management, budgeting, Excel, Word, Powerpoint, Visio, Cross functional team leadership, virtual team leadership, customer satisfaction, continuous improvement, process mapping, due diligence, facility openings, training, training development, best practices, quality, problem solving, cost estimation, financial analysis, scope ma
planning, stakeholder management, resource management, budgeting, Excel, Word, Powerpoint, Visio, Cross functional team leadership, virtual team leadership, customer satisfaction, continuous improvement, process mapping, due diligence, facility openings, training, training development, best practices,
quality, problem solving, cost estimation,
financial analysis, scope management
Areas of Expertise Senior Technical and PMO Leader, MBA, PMP, Six Sigma Green Belt with Operations and IT Experience in the Electric Utility and
Financial Services Industries Leadership Strategy Architecture * AMI Technical leadership * PMO Management * Performance optimization * Budgeting and Finance * Strategic
Planning * Profitability improvements * Six Sigma
quality management * Best practices and benchmarking * Departm...
Tags for this Online Resume: Food
Service,
Quality Assurance, Test, Budgeting, Business
Planning, Client Communications, Communications, Compensation, Cost Control,
Financial
AutoCAD, automotive, budget, business
plan, C++, conversion, clients, Customer
Service, eBusiness, Engineer, ERP,
financial, machinery, managerial, Mechanical, Excel, MS Office, MS Project, Microsoft Word, works, Mill, newspapers, Oracle, personnel, policies, problem solving, Product testing, Project Management,
quality, repairs, safety, Six Sigma, Troubleshoot, troubleshooting
Tags for this Online Resume: Banking, Six Sigma, Mergers and Acquisition, Change Management, Project / Program Management, Outsourcing, Technology Delivery, System Integration, HR Conversion, Functional Design, Gap Analysis, Business Requirements Gathering, Project
Planning and Estimation, Test
Planning, Technology Implementation, Resource Management, Issue Management, Metrics Management,
Financial Management, Risk Management,
Quality Management, DreamWeaver, Fireworks, Adobe Photoshop, RealProducer, Java, Javascript, Visual Basic, XML, SAS, Perl, HTML, DHTML, Assembly, Pascal, Chinese, Mandarin, Cantonese, French, Japanese, Performance Management Reporting,
Financial Services, C, Microsoft Office, Microsoft FrontPage
Areas of Expertise Project Management - Contract Negotiations -
Financial Management - Budgeting - Customer
Service Process Improvement - Client Relations -
Quality Control / Total
Quality Management - Team Leadership Training & Development - Operations Management - Cost Controls - Construction Management Select Career Highlights *
Planned and coordinated remodeling efforts for McDonald's, installing McCafe units at nearly...
Core Competencies Business Continuity
Planning •
Financial Wealth Management Operation •
Financial Analysis Account Acquisition / Retention • Investment Strategies • Portfolio Development
Quality Management • Customer
Service / Support • Process Improvement
accounts receivable, billing, conflict resolution, customer satisfaction, excellent customer
service, delivery,
financial management, food safety, hiring, inventory levels, inventory control, team building, managing, office, policies, pricing, problem solving, program
planning,
quality, retail, sales, sales management, scheduling, staffing, supervision
About Blog Keller - Brown is a full
service independent insurance agency made up of caring professionals dedicated to providing our community with
quality insurance protection and
financial planning.
Tags for this Online Resume: Physician Relations, Healthcare Management, Cardiology, Nuclear Medicine, Digital Imaging, X-ray, Radiography, Strategic
Planning, Process Improvement, Imaging, Customer
Service, Team Building, ARRT, Inpatient, Ambulatory, Diagnostics, Administration, Budgeting, Mentoring,
Quality Management, Supervisory Skills,
Quality Assurance, Operations Management,
Financial Management, Contract Negotiation
Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wort
Financial Advisor / Consultant • Identified and developed leads of prospective clients of
financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net wort
financial planning and investment
services, focusing on generating sales to potential and existing clients as well as maintaining high -
quality customer
service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high -
quality client
service with extensive research and the
quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate
planning, tax
planning, investments, retirement, and asset protection to create
financial plans and develop investment allocation strategies for high net wort
financial plans and develop investment allocation strategies for high net worth clients
Sales Manager — Duties & Responsibilities Provide operational support across a wide variety of industries Responsible for product inventory, pricing, sales, and logistics Oversee company
financials through QuickBooks and Point of Sale Develop a rapport with customers and orient them to various products and
services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and
services Interact with support staff and company resources effectively to create the best consumer experience Conduct buying operations to locate and secure
quality materials at affordable prices Negotiate and execute contracts with C - Level decision makers Train staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and schedules
Plan and execute successful special events including grand openings, graduations, etc.. Provide administrative assistance including phones, data entry, and reception as needed Perform legal research assisting attorneys with varied caseloads Represent company brand with poise, integrity, and positivity
Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present
Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal
Financial Advisor • Identify and develop leads of prospective clients of
financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal
financial planning and investment
services, focusing on generating sales to potential and existing clients and maintaining high -
quality customer
service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax
planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate
planning services, including the drafting of wills and other legal documents
Professional Experience American Red Cross (Douglasville, GA) 11/2007 — Present Communications Manager • Lead the strategic direction and implementation of all public relations and communication functions to achieve American Red Cross Blood
Services collection goals and organizational objectives • Collaborate with Chapter counterparts to promote a singular American Red Cross image and messaging throughout the state • Develop viable communications
plan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success • Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local enti
plan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize
financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success •
Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local enti
Plan and implement employee award and recognition programs to honor milestone achievements, customer
service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety
Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entities
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and
financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high -
quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits
plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and
Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report ge
Planning Committee Coordinator • Executed all phases of event
planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report ge
planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic
planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report ge
planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference
planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report ge
planning processes • Produced statistical and
financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation
Regional Restaurant Management — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, supervising the facilitation of food sales, overseeing restaurant operations and promoting a high -
quality, memorable customer dining experience Participate in all phases of strategic store - level
planning with other management professionals, including local staffing,
service - related concerns, inventory control, merchandising, sales and revenue projections, and local competition Employ various strategies to manage and reduce food, beverage and labor expenses Supervise all store opening and closing functions, including the acquisition and sale of all equipment, state and county inspections, general contractor relations, hiring and terminations, and
financial data transmission Perform continuous assessment of all operational aspects while furnishing oversight and guidance regarding the effective application and execution of critical internal policies and procedures to standardize restaurant offering across markets Meet and exceed customer satisfaction benchmarks while tracking progress versus established branch and corporate guidelines Identify and utilize talent among team members with focused training efforts, targeted professional hiring, job fair management and the promotion of a performance - based work environment that leverages individual talents for group benefit Provide relevant administration and oversight with respect to all HR - related functions, including payroll and compliance tasks Oversee the management of daily, weekly and monthly food and supply inventories, in addition to alcohol products, while holding responsibility for the development of weekly P&L statements and internal store audit execution Address local management and staff queries and resolve them in an expedited manner, promoting sustained revenue growth through relationship development and the leveraging of both talent and resources at all locations Collaborate and communicate effectively with all store personnel as well as with members of corporate management Execute all marketing and sales strategies while tracking progress versus established internal and external industry benchmarks, focusing on both revenue generation, customer acquisition and brand loyalty development Maintain a strong working knowledge of product and
services as well as related industry considerations, including pricing and regulatory trends,
service - related issues and local competitor operations
Professional Duties & Responsibilities Directed all daily operations, customer
service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business
Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer
service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall
financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing
quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer
service and a
quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed
Resort Manager — Duties & Responsibilities Directed all daily operations, customer
service, personnel, and finances for multiple hotels and resorts Increased Guest
Services scores by 21 % and Guest Loyalty Program enrollment by 138 % Consistently ranked as one of the top 50 sales agents throughout the United States Oversaw human resources, accounting, marketing, special events, and sales efforts
Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintained profit / loss statements, and ensured overall
financial health Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee recognition and development programs building staff dedication, skill sets, and value Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer
service and a
quality guest experience Built and strengthened relationships with clients, staff, vendor, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed
Professional Duties & Responsibilities Served as operations manager for $ 7 billion wealth management firm Oversaw 75 employees and approximately 15,000 client accounts Restructured new account operations reducing expenses by $ 120,000 annually Implemented new procedures for trading, marketing, and new account operations increasing company efficiency by 200 % Processed new accounts, terminations, transfers, and account registration changes for individual taxable accounts, trusts, IRA's, pension
plans, endowments, foundations, and Taft - Hartley
plans Created and ran performance, tax, and cost basis reports Oversaw SEC compliance and performance reporting for numerous funds Generated significant new client accounts and provided
quality customers
service ensuring repeat business and customer satisfaction Created marketing and sales collateral for company presentations Assisted in creation of client relationship and project management software Aided Federal Department of the Treasury for money laundering in the
Financial Crimes Enforcement Network
Professional Duties & Responsibilities Directed all daily operations, customer
service, personnel, and finances for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business
Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant managers, hosts, waiters, and kitchen staff Set company budgets, maintained profit / loss statements, and ensured overall
financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing
quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer
service and a
quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed
Business Analyst — Duties & Responsibilities Lead through example with consistent work ethic, attitude, and professionalism, performing critical operational, support and administrative analysis functions while ensuring efficient organizational communications and on - going process enhancements Collaborate in all phases of strategic
planning with other members of management team, including document and inventory control, data management strategies, sales support, customer relations, issue resolution and industry competition Provide continuous assessment of critical business processes, while furnishing oversight and guidance regarding efficiency and performance optimization considerations Perform needs - based and situational assessments of policies and procedures to improve operational effectiveness, manage and reduce costs, promote both employee and client satisfaction, and ensure adherence to related
quality control and profitability standards Utilize talent among team members with focused collaboration and the promotion of a performance - based work environment that leverages individual talents for group benefit Employ support staff to aid in effective administrative operations, report management, scheduling and other relevant functions, delegating important tasks and assignments while providing timely follow - up to ensure task completion Support the effective execution of all
financial aspects of business management, while analyzing, synthesizing and presenting important information to executive staff, stakeholders and other relevant parties Address key client, personnel and management queries and resolve them in an expedited manner, promoting sustained operational growth through staff communication and the leveraging of available resources Create and implement performance and efficiency benchmarks while tracking progress versus established industry metrics Maintain a strong working knowledge of products,
services, techniques and relevant tools, while committing to continued advanced technical education with respect to complex concepts and studies as related to job Act as a liaison between clients, vendors, support staff, and other management partners to facilitate information flow and drive efficiency
The Program Review scoring document evaluates the implementation on contract compliance, human resources, intensive staff training, information technology, continuous
quality improvement and risk management,
financial management, sibling foster care, assessments and
planning, family team meetings, birth parent involvement, stable placements, sexual safety, family preservation
services, and Medicaid / therapeutic
services.
We take the time to personally screen professionals, such as real estate agents,
financial planners and estate
planning attorneys to ensure that they provide the highest
quality of
service to their clients.