Dori Reynolds Email and Phone Number

Working as part of the Employee Benefits Team along with Advisors, clients, and insurance company partners to provide prompt, efficient and high-quality holistic service.

Held a virtual remote position focused on developing an Amazon buyer group, achieving 100% growth through personal networking efforts. Increased the size of the buyer group by a factor of 16 in two years. Demonstrated strong attention to detail in managing the group's annual product purchases totaling $43k, while adhering to a well-planned schedule.

Managed multiple inclusive families in an autonomous environment, adeptly handling changing demands in a fast-paced daily rhythm. Demonstrated expertise in navigating a complex matrix reporting structure, skillfully managing relationships with multiple government and private stakeholders. Maintained detailed records with strong technological fluency for compliance to multiple government agencies requirements. Successfully maintained regulatory compliance by… Show more Managed multiple inclusive families in an autonomous environment, adeptly handling changing demands in a fast-paced daily rhythm. Demonstrated expertise in navigating a complex matrix reporting structure, skillfully managing relationships with multiple government and private stakeholders. Maintained detailed records with strong technological fluency for compliance to multiple government agencies requirements. Successfully maintained regulatory compliance by proactively implementing training standards, resulting in a record of zero violations. Established and maintained a highly respected reputation for superior client satisfaction, resulting in a full waiting list for 27 years through personal referrals and without any reported complaints. Conducted extensive research into various pedagogical approaches, identifying strategies to increase individual and collective development. Actively participated in professional organizations in the ELC field. Show less

Efficiently managed calendar and task operations for five accountants, resulting in timely completion of deliverables for legal and federal deadlines. Achieved zero data breaches or privacy violations and received positive feedback and referrals from clients. Developed a new standard operating procedure (SOP) to achieve a 20% increase in productivity and improved client satisfaction.

Achieved 95% colleague retention rate and a 90% client service satisfaction rate, surpassing company benchmarks and contributing to the overall success of the branch. Developed and implemented detailed procedures and wrote manuals for all branch operations which became the company’s county-wide standard and improved overall efficiency and consistency.