Dr. Aaron L. Cook, Crpc Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh

Works with client contacts to schedule, create materials, and conduct education seminars, either on site or virtually, for employees of complex and high profile Retirement Solutions clients. May function in a sales support role to explain to prospects the education services offered. Assists in coaching and training of team members.Develops education materials for each client, based on the annual education campaign as well as any plan design or investment menu changes. Independently modifies materials, as needed, based upon client review and particular client needs.Creates and documents a specific annual communication plan for each new and existing assigned client, defining media/content as well as scheduling. Tools available to customize annual plans include participant surveys and plan utilization reports.Responsible for keeping Retirement Solutions Service Team informed of education services via meeting reports and attending client review meetings as necessary.

Greater Pittsburgh Area

Drive sales through service: Generate sales and revenue by developing a positive customer experience. Focus on the solutions that meet the needs of the customer and personally strive to make each customer interaction the best experience of their day by consistently delivering on each step of the Customer Experience Process. Successfully follow a structured approach to customer on-boarding, sourcing new business, and expanding existing relationships, asking for referrals and maximizing outbound calling.Go above and beyond for customers: Work with customers to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Personal Bankers are the financial liaison to customers for building, deepening and retaining long term relationships while providing world class customer serviceEnsure our customers are extremely satisfied with every interaction: Make it memorable and the best part of their day.Bring a positive energy and confidence to Citizens Bank every day.Present a professional appearance: You are the face of Citizens.

Greater Pittsburgh Area

Drove profitable sales results in partnership with Store Manager through the development of a high performing store selling team. Achieved store specific sales goals as established by the company’s objectives, while providing a consistent and memorable experience for the customer. Developed a social media campaign to increase our presence in the new area. Developed an on boarding and training manual for new hires which would allow them to gain the necessary knowledge to properly perform in the new job setting.Fit and measured customer for new frames. Trained on lab equipment to cut and polish new lenses.

Greater Pittsburgh Area

Worked with student leaders, organize, promote, supervise and evaluate Student Life programs.Advised student government leaders through team building sessions and leadership retreats.Worked directly with the director to manage a one million dollar budget.Assisted in the establishment and advisement of student organizations and provides training and experiences which help develop leadership skills and abilities in students.Designed and implemented various workshops and seminars on leadership development.Assisted students in developing an educational plan and strategy to improve student success.Monitored student progress by utilizing available technology and tracking systems.Designed and coordinate group learning activities to promote student success. Met individually and in small groups with students as needed. Worked with Student Development Services Staff to meet the social and human service needs of students.Worked with Financial Aid Office to monitor student aid. Participated in student orientation. Provided individual and/or group coaching on issues related to academic success.Referred students to internal and outside programs for additional support services or for crisis intervention counseling and follow-up as needed.Assisted with the development and implementation of early intervention and retention programs.Worked with the various Student Services Development Offices to identify and recommend appropriate services designed to address student needs.Served on college committees as needed. Compiled information on program services, activities, and students. Maintain accurate, organized, completed, and detailed records and develop and maintain reports as required or assigned.

Greater Pittsburgh Area

• Work cohesively with ADA's or Admissions Coordinators in order to facilitate outstanding service to prospective students and their parents. • Maintain 100% Planning Load. Create Plans and explain the Plan and the student's/parent's rights and responsibilities for each aid source. Negotiate Payment Plans. Able to develop Student Financial Plans in concert with Institute procedures and knowledge of Federal regulations. • Assist students/parents with the completion of the FAFSA. Enter the FAFSA electronically and review the resulting ISIR. Assign the appropriate budget to a student and package the student (award their aid) as well as ensure that aid is paid to students' accounts in a timely manner. • Responsible for complete and accurate files and paperwork, certify loan applications, and complete Basic Verification/QA and C Code Requirements. • Demonstrate proficiency in timely collections: • For summer term 80% aid paid consistently by end of 5th week of term and 90% by end of 8th week of term. • For all other terms: 90% aid paid consistently by end of 5th week of term and 98% by end of 8th week of term. • Maintain consistently clean files shown through Training Assessments for Compliance with Federal/State regulations, school policies and procedures. -Less than a 10% comment rate per term and less than a 5% potential liability rate for the year. • Complete the appropriate training modules within 30 days of the new or revised module becoming available. • Other duties as assigned

Greater Pittsburgh Area

oPrepare for performances, by rehearsing and exercisingo Study and practice dance moves required in roleso Prepare for and attend auditions and casting sessionso Coordinate dancing with that of partners or dance ensembles.o Portray and interpret roles, using speech, gestures, and body movements in order to entertain, inform, or instruct live audiences.

Moon Township

o Coordinated the process of reconciling appraisal review products where value conclusions differ and ensure forms are completed appropriately. o Identified completed products that need reconciling, coordinate the communication process between various vendors to facilitate a final resolution.o Communicated with internal and external customers to explain appraisal product findings.

Moon Township, Pa

o Assisted faculty with research o Proctored Examso Uploaded projects and exams to Blackboard

Moon Township, Pa

o Followed FERPA guidelineso Assisted Financial Aid Counselors with projects o Data entry- input financial and personal information into PowerFAIDS systemo Reviewed/Updated online scholarship informationo Assisted parents and students with filing loan information online as they come into the office

Moon Township, Pa

Coordinated community service events for Robert Morris University studentsPublished monthly newsletters informing the students, faculty and staff on what community service opportunities are available through our officeCorresponded with student organizations regarding their volunteer needs Held monthly meetings with community service chairs of different organizations to keep updated on their service projects

Doctor Of Education (Edd), Leadership And Administratiion

Activities and Societies: Sigma Beta Delta Honors Society

Mba, Business Administration And Management, General

Activities and Societies: Alpha Phi Omega National Service Fraternity, Alpha Psi Omega National Theater Honors Fraternity, Phi Beta Sigma.

Bsba, Finance

Activities and Societies: Phi Beta Sigma Fraternity, Inc., Alpha Phi Omega National Service Fraternity, RMU Concert Choir, Colonial.

Education record