Kimberly Thomas, Msm Email & Phone Number
@theamericancollege.edu
2 phones found area 610
LinkedIn matched
Who is Kimberly Thomas, Msm? Overview
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Kimberly Thomas, Msm is listed as Director of Operations at Muntz Financial, a with 10 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at theamericancollege.edu, phone signal with area code 610, and a matched LinkedIn profile for Kimberly Thomas, Msm.
Kimberly Thomas, Msm previously worked as Client Services Specialist at Thrive Financial Services and IAR & Compliance Supervisor at Creative Wealth Management. Kimberly Thomas, Msm holds M.Sc. In Management (2018), Management from The American College Of Financial Services.
Email format at Muntz Financial
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AeroLeads found 1 current-domain work email signal for Kimberly Thomas, Msm. Compare company email patterns before reaching out.
About Kimberly Thomas, Msm
Experienced business leader with a strong track record in operations and project management, emphasizing leadership, teamwork, and client satisfaction. Demonstrates excellence in team building, training, and implementing problem-solving strategies to surpass client and organizational expectations. Skilled in fostering collaborative environments and driving continuous improvement across all levels of the organization.
Listed skills include Customer Service, Leadership, Sales, Time Management, and 13 others.
Kimberly Thomas, Msm's current company
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Kimberly Thomas, Msm work experience
A career timeline built from the work history available for this profile.
Client Services Specialist
Current
Iar & Compliance Supervisor
Associate
Preferred Plus Liaison
• Promoted to manage one of the largest global territories leading new business initiatives through the onboarding and training process in collaboration with sales.• Enhanced internal business process, reducing rejected requests, and redundant advisor-client engagements, simplifying the workflow process for consistency, thereby enabling client firms to allocate more time to business growth and success.• Recognized as a pivotal member of a top-performing team, serving as the primary point of contact for client inquiries, providing support, problem-solving strategies, and forward-thinking insights for operational improvement and success.
Preferred Enhanced Liaison
• Chosen as one of six top-performing employees to join a business growth initiative, aimed at strengthening relationships with established client firms and boosting revenue through outstanding customer service to maximize new business opportunities.• Aided in service-level reporting to track individual performance metrics and facilitated mentorship and training to maintain consistent high performance, resulting in department-wide improvements in meeting company and client expectations.
Preferred Service Analyst
• Strengthened business retention by cultivating trusted partnerships with advisors, consistently delivering high-performance results, and receiving continuous positive feedback from client firms. • Provided valuable insight, support, and guidance by addressing inquiries on best practices, operational procedures, processing specifications, delivery timelines, and investment and account-related matters.
Operations Manager
• Directed organizational operations for trade show logistics, including negotiating sponsorship fees, coordinating event shipments, forecasting supply and demand for efficient inventory management, and collaborating with the marketing team to create content, resulting in increased business generation.• Developed a workflow process through inter-departmental collaboration to optimize event cost efficiency, utilizing data for comprehensive ROI analysis and informing strategic decisions on future event participation.• Represented the department in a company-wide culture enhancement initiative, collaborating with consultants and the executive committee to implement cross-departmental focus groups, appreciation programs, change management, and conflict resolution strategies.• Spearheaded the implementation of digital badging for fiscal year 2020, securing a competitive edge through cost forecasting, contract negotiation, data analysis for supply needs, and effective vendor negotiations.
Data Governor
• Led an organization-wide implementation of a data accuracy initiative, improving integrity and accuracy in company reporting, revenue tracking, and client communications.• Pioneered the integration of automated reporting systems, reducing manual workload, allowing for resource reallocation, and increasing operational efficiency by minimizing data discrepancies.• Enhanced streamlining of cross-departmental data-sharing, breaking down silos, and fostering improved communication to enhance overall job execution and performance.
Program Management Support
• Fostered collaborative relationships with clientele, addressing business requirements, providing support, and ensuring timely deliverables.• Provided guidance on technological deficiencies of internal platforms improving usability and enhancing the learning experience.
Sales Supervisor
• Achieved promotion to a supervisory role in less than eight months based on outstanding performance, team-building abilities, and strong leadership skills.• Entrusted as a keyholder responsible for overseeing opening and closing procedures, including cash management and revenue tracking, utilizing performance reporting tools to provide detailed reports to upper management.• Consistently acknowledged for maintaining the highest percentage of positive customer feedback and improving associate performance, leading to the store's recognition as the top performer in customer service within the district.
Sales Associate
• Spearheaded floor sets by meticulous product placement mapping and creating visual displays to execute marketing enhancements for existing and new inventory, resulting in an increase in revenue.• Conducted comprehensive training sessions for new employees on sales techniques and customer service standards, contributing to improved store performance and achieving a significant nine-point increase in overall customer satisfaction scores district-wide within the first five months of employment.
Sales Lead
• Earned rapid promotions through consistent demonstration of effective leadership, ultimately achieving the role of Sales Lead in 2015. Focused on fostering team cohesion and implementing business best practices to enhance overall team performance.• Provided personalized coaching to team members, resulting in a notable improvement in the store's district-wide ranking.
Pink And Beauty Category Supervisor
• Coached staff on store credit offerings, equipping them with detailed product knowledge to present it as an advantageous payment option and inform client decisions resulting in a surge of new credit applications, reduced operational and processing costs by eliminating external creditor fees for in-house purchases, and empowered clients to maximize savings through the associated rewards program.• Directed the strategic placement of products to drive revenue growth, achieving a remarkable 400% increase in sales within a two-month period compared to the same quarter of the previous year.
Tap Category Manager
• Earned promotion to an accelerated management track program within three months of initial employment due to consistent positive performance evaluations and recognition as a top performer district-wide.• Developed and managed the execution of action plans aimed at achieving monetary objectives, utilizing performance tracking segmented into two-hour intervals. This strategy leveraged promotions and new product launches to drive sales.• Implemented team-building initiatives, including effective pass-offs, resulting in improved overall store performance and heightened levels of customer satisfaction.
Sales Associate
• Leveraged available resources to deepen product knowledge, effectively advising customers on features and benefits, thereby boosting purchasing decisions and reducing revenue loss from product returns.• Selected to present at district meetings on interpersonal skills and customer service strategies, aimed at enhancing relationship-building techniques for colleagues company-wide.
Caterer
• Demonstrated a commitment to excellence in member and guest satisfaction, consistently exceeding expectations.• Elevated to the role of serving head tables and attending to esteemed club members within a brief two-month period, showcasing reliability and trustworthiness in handling VIP interactions and ensuring their utmost satisfaction.
Business Sales Consultant
• Cultivated strong relationships with diverse clientele to provide customized strategic solutions tailored to both business and individual requirements, resulting in heightened service efficiency and significantly elevated customer satisfaction levels, thereby enhancing overall retention rates.• Advised small to large-scale businesses on optimal product and service selections aligned with their operational, budgetary, and specific business objectives, demonstrating a keen understanding of their unique needs and goals.
Operations Lead
• Elevated to a leadership position within the first six months for exemplary interpersonal skills, resulting in heightened customer retention and increased repeat business.• Collaborated with management to pursue advanced product knowledge training, enabling more efficient customer service and contributing to enhanced revenue generation by empowering sales associates to assist a wider range of customers in less time.
Insurance Agent
Retained clientele through interpersonal skills, follow up, attention to detail and partnering with seasoned advisor to gain mentorship and increase knowledge of product making it easy to tailor recommendations. Advanced quickly in both team and individual settings which resulted in increasing sales.
Colleagues at Muntz Financial
Other employees you can reach at muntzfinancial.com. View company contacts for 10 employees →
Lisa Weeks
Colleague at Muntz FinancialLenni, Pennsylvania, United States
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CS
Christian Strzelecki
Colleague at Muntz FinancialNew York, United States
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CH
Chris Holland
Colleague at Muntz FinancialDrexel Hill, Pennsylvania, United States
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BF
Brendan Flannery
Colleague at Muntz FinancialLenni, Pennsylvania, United States
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GB
Garrett Basalyga Aif®
Colleague at Muntz FinancialAmbler, Pennsylvania, United States
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JM
John Muntz Iii
Colleague at Muntz FinancialAmbler, Pennsylvania, United States
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MT
Megan Troxel
Colleague at Muntz FinancialAmbler, Pennsylvania, United States
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Kimberly Thomas, Msm education
M.Sc. In Management (2018), Management
Clf, Leadership
Bachelor Of Science (B.S.), Business, Management, Marketing, And Related Support Services
Highschool Diploma
Frequently asked questions about Kimberly Thomas, Msm
Quick answers generated from the profile data available on this page.
What company does Kimberly Thomas, Msm work for?
Kimberly Thomas, Msm works for Muntz Financial.
What is Kimberly Thomas, Msm's role at Muntz Financial?
Kimberly Thomas, Msm is listed as Director of Operations at Muntz Financial.
What is Kimberly Thomas, Msm's email address?
AeroLeads has found 1 work email signal at @theamericancollege.edu for Kimberly Thomas, Msm at Muntz Financial.
What is Kimberly Thomas, Msm's phone number?
AeroLeads has found 2 phone signal(s) with area code 610 for Kimberly Thomas, Msm at Muntz Financial.
Where is Kimberly Thomas, Msm based?
Kimberly Thomas, Msm is based in Greater Philadelphia, United States while working with Muntz Financial.
What companies has Kimberly Thomas, Msm worked for?
Kimberly Thomas, Msm has worked for Muntz Financial, Thrive Financial Services, Creative Wealth Management, Sei, and The American College Of Financial Services.
Who are Kimberly Thomas, Msm's colleagues at Muntz Financial?
Kimberly Thomas, Msm's colleagues at Muntz Financial include Lisa Weeks, Christian Strzelecki, Chris Holland, Brendan Flannery, and Garrett Basalyga Aif®.
How can I contact Kimberly Thomas, Msm?
You can use AeroLeads to view verified contact signals for Kimberly Thomas, Msm at Muntz Financial, including work email, phone, and LinkedIn data when available.
What schools did Kimberly Thomas, Msm attend?
Kimberly Thomas, Msm holds M.Sc. In Management (2018), Management from The American College Of Financial Services.
What skills is Kimberly Thomas, Msm known for?
Kimberly Thomas, Msm is listed with skills including Customer Service, Leadership, Sales, Time Management, Training, Account Management, Team Building, and Event Planning.
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