Marcus Greene Email & Phone Number

Westminster, CO, US

Denver, Colorado, United States

• Promoted from Operations Analyst contract position to support clients’ financial management and investment decisions, consolidating portfolios of $50M+, including private equity and alternative investments, into.
• Spearheads the analysis of operational processes, identifying inefficiencies and implementing solutions to promote workflow efficiency. Built a client database through OneNote for easy reference to improve team.
• Utilizes advanced data analysis techniques to provide insights into resource allocation, resulting in a 15% reduction in operational costs. Engage excellent problem-solving abilities to competently troubleshoot and.
• Partners with assistant operations manager to support client relations, including reconciliations, reporting inquiries, and escalation concerns, and to develop and implement key performance indicators (KPIs) that align.
• Monitors client accounts to ensure all accounting and reporting is produced completely and accurately by the established deadline.

Denver, Colorado, United States

Denver, Colorado, United States

• Managed day-to-day branch operations, including cash handling, transaction processing, and compliance with regulatory guidelines. Provided guidance and coaching to branch staff, particularly on varies sales strategies.
• Conducted outbound sales, exceeding quota and achieving 4 the highest individual quarterly sales total in a district of 12 branches.
• Partnered with customers to assess financial needs and promote financial health as well as the branch’s services and products, including efficiently opening and servicing customer accounts.
• Conduct regular audits to ensure compliance with industry standards and regulatory requirements, mitigating operational risks and maintaining a high level of accuracy.

Lafayette, Colorado, United States

• Supported hospital staff (nursing and ancillary departments) and collaborated with procurement and logistics teams to maintain optimal stock levels and prevent stockouts, ensuring timely and cost-effective.
• Utilized inventory management software to monitor stock levels, track product movement, and generate and analyze reports to present findings to management.
• Conducted regular audits to identify discrepancies to implement corrective actions and enhance accuracy.

Medina, Ohio, United States

• Managed a team of 15+ to ensure efficient and streamlined operations, including inventory management, ordering, and vendor relations. Providing training and coaching to ensure exceptional service and customer.
• Performed budget analysis to reduce spending and price bar inventory in driving sales and increasing revenue, resulting in a 160% increase in bar sales from the previous year.
• Partnered with leadership to Implemented creative and effective promotional events and develop staff, increasing weekly foot traffic by 30%.
• Developed and implemented SOPs for product knowledge and sales strategies and inventory/stocking procedures.
• Oversaw inventory management and built database to track and analyze product usage rates and present findings to management.

Cleveland, Ohio, United States

• Provided exceptional customer service, creating a welcoming atmosphere and positive overall guest experience.
• Maintained an organized and well-stocked bar, ensuring efficient and high-quality service to meet the unique needs of each event.