Benjamin Madtes, Cfp® Email & Phone Number

Mclean, Virginia, United States

- Onboarded new clients including gathering information, preparing and sending paperwork for new accounts, following-up with client for newly opened accounts and tracking account transfers.- Created and updated CRM actions and ensured follow through as well as timely completion of onboarding tasks and ensured communication with the team.- Performed client.

- Provided support as needed by fielding calls, managing contacts, schedules and expenses, booking travel, preparing correspondence, producing reports and creating presentation materials for the President.- Maintained company website including posts for company Blog, LinkedIn and other social media sites.- Coordinated the Profiles in Success process.

- Traveled to 47 countries in 15 months. - Created travel plans, identified hostels and other accommodations, used language and interpersonal skills.- Attended the World Cup in Russia, Carnival in Rio, the Olympic Games in Mongolia, and others. - Proved resilience and adaptability by traveling to some austere regions. Overcame many difficult situations.

Charleston, South Carolina Area

- Managed ordering and inventory. - Assured guest satisfaction throughout all aspects of operations.- Used Salesforce to acknowledge and resolve guest issues.

- Greeted customers, responded to customer inquiries, assisted customers with locating items in the store, and provided system rainchecks. - Very polite and cordial when resolving customer complaints.- Unloaded delivery trucks, broke down merchandise pallets, distributed merchandise to the sales floor, and organized the back room.

Fort Bragg, NC

- Managed a team of 3 personnel and planned and organized logistics for deployment and exercises including gear, equipment, and travel plans. Assisted fellow team members to ensure high morale.- Maintained equipment and vehicles. - Deployed to Haiti for four months in response to the earthquake. Set up tents, provided medical attention/triage, and handed.