Cierra Kozlowski Email & Phone Number

Culver City, Ca

I am accountable for taking an IRA or 401K and hedging clients retirements with physical precious metals, using it as a viable part of their investments. I help hundreds of clients prepare transfers, distributions, rollovers, conversions, death claims, and closures all while making sure everything is within government regulations and bank policies. Maintaining our client CRM system is a must. Detailed notes, current financial statements, and signed documents are key for an organized, and formulated client relationship that successfully keeps clients satisfied. Gaining trust and stable customer relationships. I have successfully grown the statistic of successful transfers, and completed trades. Suggestions of mine have been put into place providing smoother transitions, completed customer intake, and more time for Account Executives to build stronger trust with their clients.

Greater Los Angeles Area

As the director of operations I would oversee purchasing and back office operation departments. I was responsible for targeting specific areas in which a company may need to improve operational efficiency. While monitoring revenue margins and worker productivity, I would implementing new directives for growth. With this information I could set guidelines for personnel evaluations, recruitment, and advancement to make sue we brought on the best of the best to our team. After careful evaluation of what ideas flourished, and what problems may be occurring I was able to build a strong streamlined business growth. Translating the company’s strategic plans into defined operational plans

Santa Monica, Ca

I would ensure the company's everyday activities run smoothly. set parameters to judge how efficiently and effectively the organization is operating. I would review and evaluate business procedures ranging from office expenses to hiring options, along with overseeing the work of others.Account Executives would also rely on the Client Service team for commissions, trade files, customer relations, customer information and delivering shipping information to the appropriate departments, auditing, and sending out information like disclosures and invoices.

At Mercury Solar, we loved to help push the Green Agenda by providing excellent information and build out options. Interacting with customers and retail buyers together helped expedite orders with the best turn around. I enjoyed solving product/policy issues and shared benefits of new technology with interested customers. While I was with the company I received multiple reviews acknowledging my level of dedication to excellent Sales and Customer Service. I enjoyed serving as a link between management and employees by handling questions, interpreting and administering contracts and helping resolve work-related problems. I took on understaffed difficulties, while making sure timelines were met.

Project Management, Business Administration And Management, General

English Language And Literature, General

Hs Diploma

Bac, Project Management, Current Study

Bachelor Of Arts (B.A.), Project Management, Current Study

Education record