Brad Sanchez Email & Phone Number

Orlando, Florida, United States

• Coordinated comprehensive meeting preparation for financial advisors by gathering client statements, insurance plans, and investment documents to ensure efficient and informed client consultations.
• Liaised with annuity and insurance companies to obtain up-to-date client statements, ensuring the accuracy and completeness of client portfolios.
• Actively participated in client-advisor meetings, meticulously documenting discussion points and action items to enhance client service and follow-up.

Tampa, Florida, United States

• Managed customer relations by addressing and resolving complaints, ensuring a high level of customer satisfaction and retention.
• Oversaw employee training and development, fostering a knowledgeable and efficient team to maintain service excellence.
• Conducted inventory management and organization, ensuring optimal stock levels and streamlined operations in the back of the house.
• Handled cash drawer management, including balancing daily transactions and maintaining accurate financial records, while also creating and managing staff schedules to ensure adequate coverage and smooth operational flow.