Workflow Manager

• Sep 2021 - Present

Passage Wealth Partners Securing Life’s Journey, One Passage at a Time. Our team helps families articulate their "vision” of the future, audit their current progress and then design a written financial plan to navigate an efficient course to that vision. We accomplish this by creating synergy among their tax efficient strategies, investments, risk management, and legacy planning. This process is ongoing with clients, from one generation to the next. Passage Wealth Partners Securing Life’s Journey, One Passage at a Time. Our team helps families articulate their "vision” of the future, audit their current progress and then design a written financial plan to navigate an efficient course to that vision. We accomplish this by creating synergy among their tax efficient strategies, investments, risk management, and legacy planning. This process is ongoing with clients, from one generation to the next.

Assistant Financial Representative/Operations Coordinator

• May 2018 - Sep 2021

• Provide comprehensive leadership that allows the certified financial planner (CFP) focus on building profitable client relationships in support of key financial sales-related goals and objectives. • Lead in terms of advisor training designed to drive increases in both individual and team performance. • Review insurance applications, conversions, and policy changes for completeness and accuracy, returned to the representative when information is missing. • Leverage in-depth product and service knowledge to answer a variety of customer questions in a timely professional manner. • Provide insurance service-related requests from clients, including address changes, bank change information, loan requests, and ISA service inquires. • Managed a high performing team in a fast-paced restaurant environment, providing the leadership, training, and coaching on best practices to drive increases in performance. • Delivered a level of service designed to create a positive guest experience, driving increases in customer satisfaction and return visits. Show less

Shift Supervisor

• Nov 2014 - May 2018

• Oversaw staff and ensure that they are performing adequately enough to earn profits for themselves and the restaurant. • Troubleshot and aid in the departments needing assistance in peak business hours. • Oversaw staff and ensure that they are performing adequately enough to earn profits for themselves and the restaurant. • Troubleshot and aid in the departments needing assistance in peak business hours.

Cook/Server

• Jan 2013 - Jan 2015