Adam Cross Email & Phone Number

Denver, Colorado, United States

Denver, Colorado

Selected to expand and open a satellite office in Denver and grow the California, Colorado, and Pennsylvania markets after strong performance in Houston. Supported our clients delivering strong value, including developing and editing reports, implementing new software, and upgrading and managing existing applications that help clients in analyzing their data more effectively and efficiently. Recruit, train, and mentor new consultants. Directly liaise with clients to determine current and future application requirements and implement solutions across the well data lifecycle to meet all requirements and future anticipated needs.

Houston, Texas

• Created and executed a customer-first policy and liaised across service, sales, and customer groups to align efforts, thereby better supporting first fills, unexpected spikes in demand, and periods of product or resource shortages. • Collaborated with depot management to address product and equipment shortfalls, procure external resources, and resolve shortfalls without impact to client relationships.• Created and managed the daily workload of 40+ employees across four different depots to satisfy 1,600 customers monthly.• Consistently ensured all operations were performed with strong regard to safety and health of all personnel by creating and sustaining an accident-free and safety-focused environment and recognizing safe behaviors. • Closely managed inventory levels of 300+ regional customers to avoid unnecessary late delivery and run-out costs.• Built and grew strategic relationships with customers, thereby gaining and solidifying their trust and collaboration.• Created and effectively managed the schedules of 26 employees spanning three depots. • Conceptualized and implemented multiple best practice productivity and operational efficiency strategies.• Rapidly adjusted to changing customer demands and expectations, including personally adjusting triggers.

Houston, Texas

• Acquired expertise in the following areas: policy analysis, risk assessment, financial trading, stock/bonds/mutual fund options, investment strategies, client relations, and project management• Educated prospects and sold products including life insurance, disability, long-term care, mutual funds, 529 plans and tax diversification • Worked with clients to achieve financial stability in planning for retirement and 401K • Conducted Financial Needs Analysis to recommend appropriate products to meet client needs