Christa Repas, Cfp®

Christa Repas, Cfp® Email and Phone Number

Director of Business Operations @ Wernick Spear Wealth Managers
Christa Repas, Cfp®'s Location
Beachwood, Ohio, United States, United States
Christa Repas, Cfp®'s Contact Details

Christa Repas, Cfp® work email

Christa Repas, Cfp® personal email

n/a
About Christa Repas, Cfp®

Christa Repas, Cfp® is a Director of Business Operations at Wernick Spear Wealth Managers. She possess expertise in investment strategies, financial services, networking, strategic communications, social media marketing and 14 more skills. She is proficient in Spanish.

Christa Repas, Cfp®'s Current Company Details
Wernick Spear Wealth Managers

Wernick Spear Wealth Managers

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Director of Business Operations
Christa Repas, Cfp® Work Experience Details
  • Wernick Spear Wealth Managers
    Director Of Business Operations
    Wernick Spear Wealth Managers Jul 2019 - Present
    Cleveland/Akron, Ohio Area
    -Strong focus on the intersection of operations and business strategy with the goal of optimizing workflows, reducing costs, and enhancing the overall operational performance of the firm.-Oversee day-to-day management, identify areas of process enhancement, and drive business efficiency.-Develop, implement, and monitor processes that align with the firm’s objectives, are compliant with industry regulations, and are scalable for future growth. -Ensure effective recruiting, professional development, performance management, as well as onboarding, client satisfaction and business retention. -Build and maintain a highly inclusive culture that allows team members to thrive and that organizational goals are met.
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  • Gateway Consulting Solutions
    Senior Consultant
    Gateway Consulting Solutions Jan 2022 - Present
    Gateway Consulting Solutions offers counseling and coaching services for student and professional clients. This collaborative approach is designed to empower our clients to reach their goals, explore future opportunities, and to elevate their career potential.
  • Wells Fargo Advisors
    Registered Client Associate
    Wells Fargo Advisors Apr 2014 - Jul 2019
    -Delivered portfolio insight and data reporting, while leveraging various communication channels to keep in touch with clients. Proactively scheduled client appointments, prepared online reviews, and arranged monthly sales calls.-Honed ability to multitask both independently and in a group environment, while ensuring exceptional client service.-Provided valuable input and recommendations to management after conducting and analyzing team surveys.
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  • Ministry In Mission
    Assistant Trip Coordinator
    Ministry In Mission May 2013 - Apr 2014
    Cleveland/Akron, Ohio Area
    -Proactively participated in planning, implementation, and operations of sales/fundraisers benefitting various causes.-Assisted in the project development, planning of upcoming mission trips, and outreach/recruitment of qualified volunteers to service sites in Haiti; functioning as a cultural liaison and consultant to Director and incoming humanitarian teams. -Successfully developed strategies to fundraise/increase sales, canvass for required items for donation.-Passed out donated items in a Tent City and assisted the U.N. in the relocation of several Haitian families.-Participated in humanitarian rebuilding efforts post-earthquake, aided in physical labor/reform on a Disaster Relief team.
  • Syracuse University
    Literacy Leadership Intern
    Syracuse University May 2012 - May 2013
    The Shaw Center For Public And Community Service
    -Assist with community orientation sessions, develop and direct mentoring/tutoring programs, facilitate with trainings, process and oversee program assessment data, and help manage service learning courses, programs, and projects.-Manage fundraising auctions, prepared and presented project proposals to office administrators and interested clients in effort to generate more sales.
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  • Syracuse University
    Secretary Of Executive Board/Literacy Corps Tutor
    Syracuse University May 2010 - May 2013
    Schine Student Center - Literacy Corps
    -Executive Board member within Corps Council-Secretary within a student-run governing body of the SU Literacy Corps.-Facilitated the recruitment, hiring, and training of incoming SULC tutors.-Coordinated all First Book fund-raisers emanating from the Shaw Center.-Proactively convinced program to expand literacy outreach/book sales in urban school and community-based settings.-Developed innovative promotional marketing strategies to recruit qualified tutors with a desire to provide a high quality service within the local school systems. -Successfully implemented new fundraising revenue for program funding.
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  • Syracuse University - Maxwell School
    Teaching Assistant
    Syracuse University - Maxwell School Aug 2011 - May 2013
    Syracuse, New York Area
    -Served as the TA Recruitment Director for introductory course: Provided guidance/support to enrolled students, as well as recruit, interview, select, and oversee incoming TA's; measured performance through peer evaluation/critique.-Managed and oversaw students enrolled in the "3cskills" course (provides students with necessary skills to achieve success in their paths in careers, college and citizenship.) Used communication abilities to sell skills value to students.-Focused on the development, marketing, and sales growth of the skills-based curriculum (expansion of 3 high schools).-Successfully convinced administrators/clients to use 3cskills.org material through sales-driven conference presentations.-Served as a consultant by attending client meetings to ensure sales retention through feedback/new recommendations.
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  • Alpha Xi Delta
    Community Service Chair And Rho Gamma Leader
    Alpha Xi Delta Nov 2010 - Feb 2013
    Syracuse University
    -Responsible for overseeing sorority community service involvement on and off-campus, used recruiting presentations.-Collaborated and volunteered with many local organizations/charities within the community to effectively increase fundraising profits.-Promoted positive attitudes toward the Greek community through own actions and attitudes.-Available to potential new members to answer questions and provide guidance through one-on-one counseling.-Educate all potential new members of the benefits of being a part of the Greek community.
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Christa Repas, Cfp® Skills

Investment Strategies Financial Services Networking Strategic Communications Social Media Marketing Asset Allocation Client Relations Data Analysis Community Outreach Insurance Retirement Planning Equities Fixed Income Alternative Investments Mutual Funds 401k Rollovers Debt Management Estate Investment Planning Etfs

Christa Repas, Cfp® Education Details

Frequently Asked Questions about Christa Repas, Cfp®

What company does Christa Repas, Cfp® work for?

Christa Repas, Cfp® works for Wernick Spear Wealth Managers

What is Christa Repas, Cfp®'s role at the current company?

Christa Repas, Cfp®'s current role is Director of Business Operations.

What is Christa Repas, Cfp®'s email address?

Christa Repas, Cfp®'s email address is ch****@****ors.com

What schools did Christa Repas, Cfp® attend?

Christa Repas, Cfp® attended Syracuse University, Syracuse University - Maxwell School, Kaplan University.

What skills is Christa Repas, Cfp® known for?

Christa Repas, Cfp® has skills like Investment Strategies, Financial Services, Networking, Strategic Communications, Social Media Marketing, Asset Allocation, Client Relations, Data Analysis, Community Outreach, Insurance, Retirement Planning, Equities.

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