•Identified clients/consultant needs, resolving issues, and positioning appropriate solutions and services to best meet those needs.•Provided service and support functions such as account transactions, maintenance, on-boarding and client/consultant meeting preparation•Handled financial transactions and educated customers with product information•Headed team in developing/testing newly acquired in-house SQL database•Worked closely with IT developers defining infrastructure upgrades and maintenance requests•Produced meeting materials/presentations for current and prospect clients•Assisted in monthly reporting and reconciliation while providing detail-oriented and accurate data•Assisted in training and development of new associates•Participated and recorded detailed minutes for client/consultant/prospect meetings and presentations

•Researched credentials using the web, internal systems, and at all times raw data file in Microsoft Office or other desktop applications.•Completed data entry to ensure corrections appropriately update master files.•Collaborated with upper-management to improve/remedy database concerns.•Effectively managed projects from start-to-finish. Acted as primary point-of-contact for projects supporting internal customer teams. Such tasks included gathering customer information, establishing work plans, assessing level of effort and task prioritization, along with documenting and communicating progress.•Developed step-by-step training guides for support teams•Supervised various team projects to develop and train team members•Point-of-contact for Financial Advisory Sales territory managers•Worked with IT department to identify database upgrades and maintenance•Maximized team performance with continual communication•Participated and recorded meeting minutes for team meetings and presentations

•Maximized sales through superior store conditions, competitive awareness, sales and merchandising programs, effectively ordered and monitored direct store deliveries•Controlled department labor dollars by ensuring effective scheduling and performance standards•Controlled shrink/gross profit by ensuring proper product handling, receiving, pricing integrity, and ordering•Ensured total compliance with policies, procedures, and laws as required by federal law, state law, municipal law, and company standard operating procedure (SOP)•Cultivated and maintained superior customer relations through polite and efficient customer inquiries/complaints, attention to associate appearance and behavior and maintaining service level standards•Fostered harmonious associate relations with active listening to associate concerns, as well as oversaw and participated in associate selection, orientation, training/development, performance appraisal, counseling, recognition programs, and service awards•Supervised store payroll processes and ensured accuracy/compliance•Served as custodian of store records (i.e. store cash, invoices, payroll and personnel)•Managed 170+ associates and department managers•Used Kronos ,HRIS, and LMS management systems•Maintained and constructed databases to monitor payroll, sales, maintenance, budget etc. to present to district manager and corporate management.•Participated in many store projects (i.e. Store Conversion, New Store Development, Store Ordering Conversion)

•Received inbound materials and reviewed for proper descriptions and quantities•Oversaw proper storage of all goods•Pulled material for delivery and loaded material onto company trucks manually and by using mechanized equipment •Advised the Profit Center Manager on the efficiency of the warehouse layout and in-stock positions•Delivered materials to buyers site locations

•Assisted in promoting family shows and arena sporting events•Assisted in day-of-event operations with Promotions, Operations, and Security Departments•Conducted demographics, psychographics research for various department projects•Actively participated in the brainstorming sessions related to proposed marketing projects