Experience

Redhawk Wealth Advisors, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Compliance

  • Jan 2015 - Present

  o Document all communication with clients in customer relationship management software o Review client paperwork for completeness, track processing by third-party o Collect additional documentation promptly upon request of third-party o Send out distributions to clients, liquidate accounts, instruct trader to invest accounts o Audit third-party's processing of distributions, creating spreadsheets to demonstrate where error occurred o Serve clients in timely manner, adhering to service level agreements o Submit documentation to government agencies to register and terminate clients from company o Supervise interns and new employees, train and guide through company process, review assignments o Alleviate client issues or concerns, providing immediate solutions o Revise client registration and termination processes, implement with employees o Oversee client productivity and payment of fees, advise company to terminate inactive clients o Build system to track and maintain sales pipelines, run reports for meetings and clients, interpret data o Arrange compliance audits of client offices, send client documentation to be filled out before visit Show less



Sarah Sharene Photography

• Owner / Photographer

  • Jul 2012 - Jul 2019

  o Promptly schedule sessions with clients through phone and internet communication o Oversee wedding timeline and direct day's activities o Obtain signed contracts and payment before scheduled sessions o File taxes, collect payments, record finances o Promptly schedule sessions with clients through phone and internet communication o Oversee wedding timeline and direct day's activities o Obtain signed contracts and payment before scheduled sessions o File taxes, collect payments, record finances



Pizza Luce

• United States
• Restaurants
• 1 - 100 Employee

• Supervisor / Server

  • Jul 2010 - Dec 2014

  o Produced schedule for 14 support staff employees, checked labor reports and adjusted staff accordingly o Coordinated hiring process, trained new employees in how restaurant and company functions o Supervised up to 30 employees a shift o Produced schedule for 14 support staff employees, checked labor reports and adjusted staff accordingly o Coordinated hiring process, trained new employees in how restaurant and company functions o Supervised up to 30 employees a shift