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- Coordinate with clients on a weekly basis about the process of moving their funds- Pipeline manager for all Financial Advisor's and associate Advisor in the firm- Facilitated asset movement for new client accounts - Articulated account performance to clients and served as a point of contact for all inquiries - Managed multiple business development projects that improved company systems - Managed all cash requests from brokerage and insurance product accounts - Reviewed and confirmed trade requests for various client accounts and conducted follow up work- Processed all incoming/outgoing funds from client accounts- Streamlined the depositing of checks to be done electronically instead of via mail - Accurately maintained records of all new client assets and funds coming into the company- Prepared all financial advisors meeting documents before meeting happened to ensure the most productive meeting - Filing of all documentation after advisor meetings in both physical documents & electronic documents. - Implemented a system to allow the company to go to electronic document filing

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• Improved operational processes, policies and standard procedures, while developing training materials for both the operations and finance departments

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