I was a financial professional committed to helping individuals and families achieve their financial goals.

Being mentored into the financial associate role. Working with other advisors and meeting clients

Installing custom closets/cabinets/desks per design specs including all of the following:~Reading CAD designs and parts lists to pull materials for each job.~Delivery of parts and hardware to the jobsite. (Some new construction, but mostly existing lived-in spaces)~Safe and efficient work areas with minimal disturbance and mess to finished spaces while protecting walls and floors from possible damage. ~Owning and using to adequate proficiency all tools required for custom finish carpentry.~Being willing to redesign or add-on during installation to make the system work for the client's needs and/or the space limitations. ~Polite and professional communication to clients as well as other potential clients who were observing the installation process.

Mostly word-of-mouth kitchen cabinet installs between jobs and to supplement my lower income as my family grew.- Mostly RTA Cabinets with some customization with fillers, trim, and countertops. - Installation of kitchen appliances that went along with the install to save the clients (usually close friends) some money.- Garage storage system installations - Bathroom cabinets - Pantry additions

Inventory checkingForklift operationWarehouse set-up: racking, pack table, storage of inventory and other customer's warehouse storage spacesLogistics: preparing LTL shipments and arranging quotes from trucking companies Picking/Packing:- Printing shipping labels- Calling/ emailing customers about existing orders to resolve any issues before shipping. - arranging products in the warehouse, picking, packing, labeling, and shipping. Receiving container loads and coordinating the receiving process. verifying shipping lists and quantities and entering new locations and descriptions of the new products.

-General grounds work. Learned and followed ANSI Safety Standards. Weekly safety meetings and daily reports/goals. -Learned to safely operate the following tools: chainsaws, chippers, stump grinders, trimmers, and blowers. -Drove the trucks and skid steers. -Learned harness, ropes, and rigging for climbing. Learned to use the bucket as well. -Worked as part of the crew for tree trimming and removals. -Worked by myself for stump grinding and treatment spraying.

Order Picker:- Collected items from locations as indicated on the pick lists and prepared them for the packing department. - Familiarized myself with products and their applications in order to accurately fill the orders. - Restocked shelves and rotated inventory as needed. - Assisted with packing large orders for LTL shipments. - Assembled cabinets for showroom or tradeshow displaysCustomer Service:- Assisted customers over the phone as they placed orders. - Answered customers questions about our products and helped direct them to what would work best for their particular application. - Helped direct incoming calls to the correct department or individual. Marketing:- Cold calling potential customers off of purchased prospect lists. - Offered to send catalogs and samples. - Gathered essential information and entered in the CRM to assist in follow-up calls and future orders.- Called prospects who had seen our company at a trade show and requested information. These are hot prospects who are already interested so this call was to ask if there was any particular product they wanted more info/ samples of. Some even resulted in orders on the spot. Data Entry:- Entered new product numbers into MAS 200 database. - Updated price breakdowns, descriptions, reorder levels, etc. for new and existing products. - Updated customer history and information into the CRM database.