Chris Mcclay Email & Phone Number

Wellington, Florida, United States

Perform payroll functions, maintain client records for accountant, keep clients informed of changes to their account, reconcile monthly financial statements, file quarterly tax reports, file annual tax reports, and keep orderly files.

Boynton Beach, Fl

Lantana, Fl

Lantana, Fl

100 W Clay St., Mebane, Nc 27302

Prospected new business through leads companies, local events, referrals and digital media Hired, trained and monitored employees, as well as continually evaluated their progress Maintained all accounting to include, taxes, payroll, utilities and all important financial records Assisted individuals with investing, college planning, and retirement planning in a self-managed capacityExecuted investment transactionsAssisted clients using industry and product knowledge to help map out their financial futures while remaining focused on the client’s desiresUsed licenses to conduct consultations with customers, and execute investment transactionsProvided risk assessment to assist clients in making sound financial decisionsPresents investment plans and services to clients as the SMEDemonstrated consultative selling skills and impeccable customer service

1500 Sunday Drive Suite 212, Raleigh, Nc

Assists clients using industry and product knowledge to help map out their financial futures while remaining focused on the client’s desiresDemonstrates consultative selling skills and impeccable customer serviceUses licenses to conduct consultations with customers, and execute insurance transactionsProvides risk assessment to assist clients in making sound financial decisionsSecurities are distributed through registered representatives of Mutual of Omaha Investor Services, Inc., Mutual of Omaha Plaza, Omaha, NE 68175-1020, a securities broker-dealer and registered investment advisor. Member FINRA/SIPC. Mutual funds, variable products, Section 529 college savings plans and their underlying investment options are sold by prospectus only. The prospectuses contain important details and information. Investors should consider the funds and investment options' investment objectives, risks, charges and expenses, which are explained in detail in the prospectus. Be sure to read it carefully before investing or sending money. Prospectuses can be obtained from your financial professional or by calling 1-800-228-9596. Fee-based investment products and advisory services offered through investment advisor representatives of Mutual of Omaha Investor Services, Mutual of Omaha Plaza, Omaha, NE 68175-1020. Member FINRA/SIPC.

Burlington, Nc

Assisted individuals with investing, college planning, and retirement planning in a self-managed capacityExecuted investment transactionsAssisted clients using industry and product knowledge to help map out their financial futures while remaining focused on the client’s desiresProvided risk assessment to assist clients in making sound financial decisionsProspected and gained clients through both face-to-face and phone contactUsed licenses to conduct consultations with customers, and execute investment transactionsProvided risk assessment to assist clients in making sound financial decisionsPresents investment plans and services to clients as the SMEDemonstrated consultative selling skills and impeccable customer service

Chapel Hill, Nc

Provided contract/project management for contracts in excess of $500,000 per year with multiple vendorsRepresented parking department goals and interests at high-profile meetings and planning sessionsDeveloped and administered budgets, departmental goals, objectives, staffing models, schedules and performance standardsVerified appropriateness of charges for materials services and labor and determined that transactions have been properly recorded

Lantana, Fl

Recruited, mentored, trained, supervised and evaluated more than 100 employees in multiple locationsCultivated and maintained an upstart business to grossing nearly a $1 million, annuallyCreated company orientation and handbooks and prepared all necessary paperwork for new employees Partnered with Vendor Managers and Service Consultants on business plans, sharing information, and identifying contacts and key peopleHas authority and accountability for success of specific implementations, working in coordination with clients and management teams to achieve common goals

Aviano, Italy

Spearheaded Orientation Program to include shop and base protocols, safety measures and in-processing paperwork Evaluates and implements new initiatives process/workflow improvements and program/policy changesMade significant changes to Technical Guides resulting in Air Force-wide policy changesCoordinated and maintained avionics flight safety and training records, ensuring personnel certification were current

Bachelor Of Applied Science (Basc), Management

Associate Of Arts (A.A.), Biology, General