Andrew Hartfelder Email & Phone Number

United States

Fullerton, California, United States

Fullerton, California, United States

• Led an engaging financial literacy workshop, educating peers on budgeting, saving, and responsible credit use, and provided practical tools to improve financial decision-making.

Irvine, California, United States

- Participate in client meetings and presentations, articulating investment strategies, performance reviews, and market insights to enhance client understanding and satisfaction- Actively engage in professional development opportunities, including training sessions, seminars, and industry certifications, to expand knowledge of wealth management principles and best practices

Orange County, California, United States

• Attended 2024 FPA annual conference in Columbus, Ohio

Fullerton, California, United States

Yorba Linda, California, United States

• Assist managers in overseeing operations, providing critical support and ensuring a seamless and efficient workflow• Executes own position’s duties while efficiently managing daily assigned tasks and checklists, showcasing exceptional multitasking capabilities• Supervise and motivate a team of 100 employees, promoting a positive work environment and fostering a culture of excellence• Handle customer complaints and resolve issues promptly, maintaining a positive and customer-centric environment• Collaborate with the management team to develop and implement strategies for improving operational efficiency and productivity• Mediate and resolve interpersonal conflicts within the team, employing active listening and effective communication techniques to foster a harmonious work environment and strengthen team cohesion

Yorba Linda, California, United States

• Trained and onboarded new team members on job responsibilities, company policies, and customer service protocols, resulting in increased operational efficiency and seamless transitions• Provided job-specific training to new hires, encompassing skills such as cash handling, order taking, food preparation, and customer interactions, ensuring compliance with quality and safety protocols• Actively participated in team meetings, sharing valuable insights and ideas to improve operational efficiency and elevate customer satisfaction• Effectively communicated team member training results to fellow trainers and leadership, facilitating a seamless exchange of information and ensuring a cohesive approach to employee development

Yorba Linda, California, United States

Fullerton, California, United States

Fullerton, California, United States

Anaheim, California, United States

Anaheim, California, United States

- Provided exceptional customer service to senior residents by cultivating a warm and welcoming atmosphere- Actively listened to concerns raised by residents, demonstrating a commitment to addressing their needs promptly and effectively- Collaborated seamlessly with kitchen staff and fellow servers to ensure a smooth and efficient operation during meal service- Responded promptly to special requests and proactively accommodated individual dietary restrictions with a focus on resident well-being

Bachelor Of Arts - Ba, Business Administration, Finance, Senior

Activities and Societies: Beta Alpha Psi, Financial Association, Financial Planning Association - Student Chapter, Student Managed.

Certificate, Personal Financial Planning Program

High School Diploma

Activities and Societies: Swim and Water Polo. Canyon High School Esports Club: President