Michael Holt Email & Phone Number

Columbia, South Carolina, United States

- Assist with client interfacing by greeting clients and answering phones to provide exceptional service- Lead morning meetings to update team members about personnel and client meetings for the day- Attend weekly investment and financial planning meetings to understand portfolios and insurance options- Contribute to large projects: drafting Income Tax Return Letters, Tax Return Information Disclosure Consent forms- Participate in workshops led by executives to further develop soft skills such as active listening and radical responsibility

Charlotte, North Carolina, United States

- Marketed in multiple platforms such as Nextdoor to increase and spread business- Increased customer relations by ensuring accurate, timely orders - Decreased expenses by efficiently maximizing time to move and transport items without error

Charlotte, North Carolina, United States

- Greeted and welcomed customers to create a welcoming environment.- Promoted and sold extra toppings which increased the store sales.- Maintained a consistent cleaning schedule for a better environment and attracted customers.

Charlotte, North Carolina, United States

- Cataloged product inventory and approved deliveries to create an organized and efficient work environment.- Collaborated on a team and fulfilled shifts to ensure coverage.- Assisted with various tasks to provide support to management.- Displayed great customer service to all customers which increased the sales of the store and retention