Sam Lacy Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, Us

Atlanta, Georgia, Us

Cleveland, Oh, Us

Cleveland, Oh, Us

• Conducted financial and operational trainings for Store Managers and District Managers for interim and physical inventory• Provides inventory trend and sales reporting to Division Vice Presidents, Controller, District Managers, and Sales Managers• Analyzes and corrects variances in billing/receiving, costing, and shipping to save the company money in book inventory losses. • Liaison for Store Managers and District Managers for billing, merchandise control, and store operation problems. Collaborates with those internal departments to find a solution to the problems.

Cleveland, Oh, Us

• Conducted financial and operational internal audits for Sherwin-Williams stores and branches in Florida, Illinois, Tennessee, Georgia, and Kentucky.• Provide guidance and advice to Store and District Management focused on improving operational efficiencies• Analyzed store reports to identify and explain areas of risk through trend and variance analysis• Conducted training and provided guidance to other field auditors

New York, Ny, Us

• Managed assigned portfolio and proactively meets with customers - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations• Made lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week• Partnered with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs• Licensed for SIE, Series 6, Series 63, and Life Insurance

Dallas, Tx, Us

• Completed Credit College by learning underwriting and risk analysis trainings. • Worked in U.S. banking group to assist with recaps, portfolio management, and financial spreading. • Actively researched market trends and companies to present in loan committee meetings.

Plano, Texas, Us

• Hired back after my internship to be a seasonal specialist in the finance department. • Worked with the Finance Director and banks close deals and register them.• Provided customer sales and service and learned financial advising skills/program skills in an agile environment.

Plano, Texas, Us

• Learned how to communicate with banks to approve customers, finalize deals, run credit, and register deals/products.• Learned cross selling tactics. • Serviced customers from a sales and financial standpoint to find the best deal possible.

Cleveland, Oh, Us

• Trained on how to run and operate a store as if it was my own business• Ordered inventory, reviewed and improved upon margins, and reviewed areas to make improvements on the P&L• Learned how to find customers in different market segments and service their needs.