Blake Workman Email & Phone Number

Overland Park, KS, US

Kansas City, Kansas, United States

- Model Portfolio creation and on going analysis- Created Agenda for advisor to go through with a client- Second Opinions of prospect clients current portfolios - Assist all clients with 401k rollover calls

Waukesha, WI

• Coach Financial Advisor to grow their business through process development and systems
• Prepared all Financial Paraplanning for Advisors to present to a prospect client
• Trained Advisors on how to present plans to clients using tax strategies and modern portfolio theory
• Developed and monitored business systems for Advisors to ensure profitability and business growth
• Trained Administrative staff members on business processes to
• Managed the creation of a training website to better assist Advisors on how to grow their business

Waukesha, WI

- Customer Service Lead that was responsible for building rapport and trust with all clients- Compliance officer for RIA ensuring business activity followed all proper guidelines- Developed training manuals for all oncoming staff members. Tracked and managed their progress- Prepare all applications and transfer paperwork for all assets being transferred.

Henderson, NV

• Produced budget plans for 10 plus companies
• Conducted quarterly Financial analysis for over 10 clients while writing and submitting performance reviews based on their financial health
• Constructed and maintained excel worksheets for tracking financials and internal processes
• Organized and executed weekly meeting with CEO, Executive Director and department heads in order to enhance operational efficiency
• Created operational and financial corporate design structures for all internal/ external processes
• Managed daily operations, which included but were not limited to, administrative responsibilities, purchasing, logistics, and scheduling

Ames, IA

• Train new hires in service culture and standard operating procedures, over 25 new hires trained to date
• Participate in new location openings: two new locations
• Perform cash-handling functions while maintaining and balancing a cash bank in the amount of $1000-$1500 per day
• Ensure guest satisfaction by facilitating communication between front and back of the house during high-volume operations
• Resolve all guest concerns efficiently; built a loyal base of repeat customers by maintaining superior levels of service

Ames, IA

• Managed staff operations of eight to ten employees
• Created inventory control processes
• Implemented labor cost tracker to control proper staffing levels
• Maintained relationship with vendors and customers

Cedar Rapids, Iowa Area

• Managed store inventory, ordering and labor costs
• Improved restaurant from 8th to 1st in region within an 18 months
• Administered training program for new employees
• Implemented schedules for 15+ employees
• Maintained relations with vendors and customers

Registered Paraplanner, Finance

Bachelor’S Degree, Business Administration And Management, General, 3.49

Activities and Societies: Basketball Intermural team leader.Graduated with honors of the deans list. Deans list every semester

Business Administration And Management, General