Monica Keyes, Cfp ®, Chfc® Email and Phone Number

Execute monetary transactions for mutual fund and brokerage assets. Interview clients to determine financial position, resources, assets available to invest, and financial goals.Provides clients with information on financial services and investment plans, based on review of professional publications and other financial literature, and knowledge of securities market and financial services. Serve as a subject matter expert for exchange traded funds for internal and external clients. Service retirement accounts to benefit the relationships established with contracted employers.

Provide feedback to human resources and develop training materials for new hire program. Lead weekly accountability meetings to promote employee performance and increase productivity. Recruit students for academic programs, conduct new student orientation, and coordinate workshops. Train fellow recruiters to ensure effective recruitment strategies and implementation of best practices. Plan and implement strategy to decrease campus operational expenses by 10% and increase productivity. Increase student retention rate by 25% through execution of academic success strategies. Minimize company debt by 10% by decreasing the number of accounts forwarded to collections. Advise undergraduate and graduate students in admissions, degree completion, and financial assistance..

Supported the retail store manager with human resources and daily operations of the store.Assisted with hiring, staff scheduling, training efforts, marketing, and team leadership activities. Maintained working knowledge of store policies and operations to effectively answer staff questions regarding benefits, payroll, promotion policies, and performance issues with the company.Assisted with the development of an approved store budget, monitored adherence to customer and creditadjustment policies, and ensured that all applicable store inventories were received and secured. Implemented partnership strategies to increase sales by 10%, resulting in receiving a leadership award.