Kevin Bee Email & Phone Number

Louisville, Kentucky, United States

Indianapolis, Indiana, United States

•Conduct weekly scheduled meetings with clients to discuss any potential data quality issues, identify key areas for user enhancement, and above all else to ensure complete customer satisfaction, helping drive a retention rate of over 85%.•Proficiently manage all incoming CS tickets in ClickUp, and strategically assigned out tickets among the analytics team to ensure prompt and effective resolution, contributing to enhanced customer satisfaction and retention.•In-depth analysis of extensive customer data sets, exceeding 1 million lines, and generating strategic recommendations resulting in a $10 million increase in pipeline growth within the current fiscal year.•Took on a leadership role during a critical personnel transition within our team, overseeing seamless onboarding, designing comprehensive training modules, and conducting weekly sessions to optimize task delegation and performance.•Leveraged Python expertise to develop and update tailored ETL scripts for diverse expense sources within VS Code, ensuring efficient and accurate data processing for enhanced customer experiences.

Irvine, California, United States

•Generated investment accounts for 200+ clients, managing assets anywhere from $25k - $20M.•Remediated investment portfolios to assure investment objectives are in line with the client's agreed risk tolerance.•Assisted in the review and collation of various types of tax returns (Trust, Individual, Partner, and Gift).•Aided in onboarding new clients and conducted quality control reports to ensure all client data is being entered accurately.•Booked personal and financial meetings between account managers, financial planners and their clients.

Irvine, California, United States

Orange County, California, United States

❖Work one-on-one with various clients to achieve specific goals; whether physical or mental❖Guide clients of all ages through personal workouts and provide both skill and personal development training❖Design and modify each session to accommodate the skill and learning levels of each participant involved❖Partner with multiple personalities to ensure that each client's needs are fully satisfied

Irvine, California, United States

❖Mange groups of 20-30 employees through various exercise routines❖Observe and coach each individual to ensure the safety and well-being of each client❖Asses the needs of each employee, and implement a variety of programs geared towards the individual needs of each employee❖Marking and promotions through emailing correspondents and social media advertising❖Event Coordination: host both on-site and special events to help recruit future employees and ensure employee retention

Anaheim, California, United States

❖Work collaboratively with Management to provide day to day event logistics to all those within the German Pavilion team❖Organize and monitor meeting room schedules, as well as assisting with any food and beverage needs❖Implement German and English translations to potential clients, exhibitors, and corporate workers❖Report any updates or concerns verbally to management

Fountain Valley, California, United States