Kendall Luthringer Email & Phone Number

Fort Myers, Fl, Us

Fort Myers, Florida, United States

Develop and maintain strong relationships with clients by assisting in addressing their financial needs and providing personalized wealth management solutionsAddress and resolve any disputes related to trust administration by finding amicable solutions to protect clients' interestsPrepare and review detailed reports, account statements, and documentation for clients and regulatory authorities

Fort Myers, Florida, United States

Job shadowing in the Wealth Management, Banking & Lending, Investment, Planning, and Trust & Estate departments over 4 weeks. • Observed the processes of wire transfers from its start in banking to its completion in deposit operations • Volunteered for tasks I could perform, such as printing debit cards and preparing client presentations • Exceeded expectations by reiterating processes of cashing checks and creating mortgages

Fort Myers, Florida, United States

• Upsold products to limit waste and increase sales by $30 per shift• Used commercial grade brewers, cold brew toddy, and automatic espresso machines• Independently managed POS and crafted drinks in under 90 seconds to provide prompt service• Trained 5 new barista a year in workflow procedures, equipment management, and customer relations

Fort Myers, Florida, United States

• Monitored inventory and expiration dates of products on a weekly basis• Advised customers on coffee blends, roasts, teas, and specialty espresso beverages accompanied by details on origin• Memorized drink orders and preferences for regular customers to build rapport and increase brand loyalty• Worked 20 hours a week while managing schoolwork and extracurriculars