Danielle Gross Email & Phone Number

United States

Columbus, Ohio, United States

Deliver comprehensive financial advice to prospective clients, proposing strategies to achieve both short- and long-term goals using insurance, investments, business and estate planning with minimal riskDeveloped new business by cultivating solid client relationships, increasing the number of high-net worth clients. Focused on members of the Ohio National Guard to help retirement planning benefits with the Thrift Savings Plan (TSP) and other employee benefits. Attended training seminars related to securities markets, regulations and laws governing trading activities. Managed multiple accounts simultaneously while ensuring timely completion of tasks and requests. Monitored changes in the economic environment that could affect client portfolios. Developed expertise in tax planning, estate planning and retirement planning strategies. Discussed financial options with clients and kept them informed about transactions. Prepared financial reports to monitor client and corporate finances. Developed financial plans, based on analysis of clients' financial status. Determined customers' financial services needs and prepared proposals.

Columbus, Ohio, United States

Duties include: using SAP ERP to create production orders, delivery reports, planned independent requirements, transferred material between plants, batches, & warehouses, coordinates pricing for raw materials, post goods issue, manages inventory levels for stock and PO items, ran inventory reports with MRP. Manages production, logistics, and shipping schedules to ensure timely delivery with the supply chain while also coordinating new project startups and trials to meet launch timing and demand with S&OP. Utilized problem solving skills to troubleshoot any challenges that arose during the planning process. Calculated figures, such as required amounts of labor and materials, manufacturing costs, and wages, using pricing schedules, adding machines, calculators, and computers. Compiled and prepared documentation related to production sequences, transportation, personnel schedules, and purchase, maintenance, and repair orders. Planned production commitments or timetables for business units, specific programs, or jobs, using sales forecasts. Conferred with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays. Arranged for delivery, assembly, and distribution of supplies and parts to expedite flow of materials and met production schedules. Monitored inventory levels to ensure timely delivery of materials.

New Albany, Ohio, United States

Duties included: Kept call log and provided support and assistance to all clients, managers, supervisors, employees, maintained confidentiality of bank, medical and personal records, developed excel spreadsheet to manage office inventory and purchase requirements. Greeted visitors warmly and ensured they had a positive experience. Used proper telephone etiquette, answered calls and caller questions, and transferred to proper extensions. Assisted with administrative tasks such as filing documents, copying materials. Checked visitors in and directed or escorted to appropriate departments and personnel. Operated multi-line phone system efficiently while managing high call volume. Maintained confidentiality of sensitive information obtained through job duties. Signed for incoming deliveries and notified employees of packages. Provided typing, word processing, and clerical support and assisted with special projects. Updated contact lists regularly to maintain accuracy of information. Maintained office and faculty supplies to keep optimum stock on hand. Performed light bookkeeping tasks such as entering data into accounting software programs or tracking expenses. Greeted persons entering establishment, determined nature, and purpose of visit and direct and escort them to specific destinations

Dublin, Ohio, United States

Worked with perspective tenants to complete a leasing package for them to lease in the community. Maintained 97%+ occupancy rate; quickly responded to all tenants and processed denial letters. Performed administrative duties such as rent collection, communicating with tenants via written and phone correspondence, maintaining property and facilities, and administering lease closings. Used App Folio to calculate annual rent totals and recommended rental options to ensure tenant found the right home for them. Addressed, investigated, and resolved tenant complaints and documented action taken as well as maintenance requests. Created new system for dealing with notices to vacate as well as inspections prior to move out. Set up new system for passing out parking permits as well as gate cards.

Powell, Ohio

Managed reception area with continued cleaning and organizing of floors, doors and surrounding areas, greeted members while scanning fingerprints and responding to telephone, email and in-person requests, served as central point of contact for outside vendors needing access to the club, dispersed incoming mail to correct recipients, made copies, put together handled outgoing correspondence, handled extra projects as needed

Powell, Ohio

Independently work and maintain cash registers, set up and create marketing displays, and maintain overall appearance of cleanliness in various gift shops and carts. Express creativity in displays and holiday decoration ideas to create a unique presentation and attract customers. Provide a fun and friendly environment for customers while maintaining a professional demeanor, helping them find the products they desire.

Columbus, Ohio Area

Maintain composure, patience and courtesy in face of difficult customer situations, provide thorough support and problem resolution for customers, achieve consistent rankings in monthly metrics, including call duration, number of calls per shift and customer satisfaction ratings, informed customers about issue resolution progress, referred difficult issues to upper management while maintaining positive rapport with customer, supported customers with billing and package issues, resolved customer complaints and concerns with strong verbal and negotiation skills

Columbus, Ohio Area

Greeted guests and checked them in, accepted payments and advertised memberships, continually cleaned and kept play space organized, coordinated and ran birthday and other parties, offered cafe services such as coffee, tea and snacks.

B.A. Linguistics

Transferred Out, Teaching English As A Second Or Foreign Language/Esl Language Instructor

Activities and Societies: Sigma Sigma Sigma, Gospel ChoirGreek life - Sigma Sigma Sigma