April Menary Email & Phone Number

Cleveland, Ohio

Experienced in overseeing and optimizing daily operations across multiple office locations in Ohio, Michigan, and Pennsylvania. Skilled in managing teams, ensuring operational efficiency, and implementing best practices to drive success across regional offices. Passionate about fostering collaboration, streamlining processes, and delivering exceptional results. Committed to maintaining high standards and supporting organizational growth through effective leadership and strategic oversight.Signature Estate & Investment Advisors, LLC (SEIA) is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLCmember FINRA/SIPC. Investment advisory services offered through SEIA, LLC, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.For additional disclosure information please visit our website at: https://www.seia.com/legaldisclaimer

Cleveland/Akron, Ohio Area

As a Director of Operations with Cedar Brook Group, I am responsible for the day-to-day oversight of business operations. I have a keen sense of in-depth knowledge of the entire business model at Cedar Brook Group and as well as understanding the duties of all employees.

Cleveland/Akron, Ohio Area

Worked directly with the principals, management, financial advisors, and staff to ensure that all compliance rules and regulations of regulatory agencies, and the company’s policies and procedures were being followed.Developed a state insurance license tracking system to avoid lapsed renewals and regulatory penalties.Provided responses to findings of branch audits conducted by broker dealer.Created a data protection plan to safeguard client’s personal information.

Beachwood, Ohio

Led diverse administrative functions for a very large, complex business unit. Functions included: audit/compliance, coordination of products, associate training, service quality, process improvement, and business continuity. Consulted with senior management to define and lead projects that encompass and impact many associates. Extensive knowledge of business unit's production as well as bank policies, programs and procedures.

Beachwood, Ohio

Managed the efforts of up to 22 associates responsible for resolving customer delinquency and mitigating losses by negotiating mutually acceptable payment programs that assisted customers to meet their financial obligations.Reviewed daily strategies to determine optimal work prioritization in order to mitigate risk.Selected as a Quality Liaison between frontline employees and the Quality Review Team to ensure consistency in achieving top quality standards. Member of the Customer Experience Team. Facilitated weekly meetings to discuss areas of opportunity and develop action plans for Customer Treatment improvement.

Beachwood, Ohio

Managed the efforts of 18+ associates to achieve service level agreements, customer satisfaction, and sales goals for unsecured lines of credit and credit cards.Provided feedback to associates to ensure the best customer service and offered suggestions for improvement.Member of the Associate Satisfaction Team which improved associate experience by organizing monthly recognition meetings and creating newsletters highlighting department initiatives.

Beachwood, Ohio

Provided on-the-job training for new associates coming into the company for all aspects of the job responsibilities, which included credit card basics, selling techniques, service to sales, timesheets, and systems training.

Beachwood, Ohio

Effectively sold balance transfers and various banking products to deepen existing customer relationships. Completed side by side listening to assist associates to achieve their monthly goals and teach techniques for improved customer service and sales.Recognized as a Business Leader for seven consecutive quarters (top 3% of the company in performance).

Education record

B.S. Business Administration