A Walking Vibe is dedicated to creating transformative experiences that blend physical activity, mental wellness, and community spirit. By encouraging participants to step out of their comfort zones and engage in diverse activities, A Walking Vibe aims to inspire personal growth, foster lasting connections, and promote a holistic approach to well-being.

•Develop strong relationships with financial advisors by offering an outstanding service experience.•Research complex situations, set client expectations, and define the actions necessary to resolve inquiries.•Organized and created iKnow Article Chart for new hire training and development. •Updated all teams of RIA of Daily Huddle topics for the week by presenting a chart to adhere for training purposes. •Organize and facilitate new hire RIA training, team huddles, and employee engagement activities by presenting PowerPoints for team huddles. •Adhere to compliance/risk procedures and exhibit detailed attention to policies while maintaining focus on investor’s best interest.

*Develop plans to meet emergency data processing needs.*Coordinate their implementation with inside personnel and outside vendors and conduct tests to ensure the functions of data processing activities and security measures are operational*If problems are identified, to modify the security files to incorporate new software, correct errors and change an individual’s access status.* Take full responsibility for handling simulated and actual disaster scenarios* Advise other professionals of necessity for security counter-measures.*Carry out and evaluate investigative work regarding potential threats* Proactively disclose and remedy actual or potential breaches and risks.*Interact with computer technology to solve a variety of complex problems

•Provide customer service with clearly defined productivity and sales goals to include cross-selling and product referrals. •Increased STS proxy from 4.12 to a 10.32 in a 3 month time span earning revenue to gain profit for the business also earning incentive 2 consecutive quarters.•Train newly hired team members how to deescalate their calls by using their resources.•Develop PowerPoint presentations for both new and existing team members to teach call flow.•Establish an inclusive environment and introduce coaching tools, resources, and set the stage for feedback from the team member. •Answer inquires, resolved complex escalations, promoted and sold products and services.•Managed clearly defined productivity and sales goals which included cross- sell product referrals and proxy.•Created on special projects to teach other team members how they could better performance.