Stephen Irving Email & Phone Number

Phoenix, Arizona, United States

Phoenix, Arizona, United States

Gilbert, Arizona, United States

I was employed to problem solve and finish a stalled inventory system project. Using and extending my extensive IT skills, I analyzed company workflows, physically rearranging stock, and became proficient in Odoo inventory app. Collaborated with tech partners to migrate data, implement the new system, and processes. The project was finalized (July 2021).

Gilbert

Inspiring inhabitants of planet earth to rise above the challenges that hold us.

Gilbert, Arizona, United States

Gilbert, Arizona

I was employed to build relationships and lead men aged 18-30. Demonstrated written and verbal communication skills. Worked within a fast paced, high pressure team with highly diverse team members. My role consisted of doing what needed to be done for the group to succeed, which included everything from public speaking, social media posts, and maintenance.

Perth, Australia

Attracted new clients through strategic questions, rapport, and effective execution. Implementedand managed complex financial planning including investment, estate planning, and legal strategiesrelated to the client’s individual circumstances. Met all administrative, AML, and KYC compliance expectations. Built successful relationships with all members of.

Perth, Australia

Created strategies and wrote financial advice documents (Paraplanning) and maintainedadministrative excellence. Managed the implementation of multi-stage strategies, ensuring allapplications were lodged on time. Used my extensive knowledge of Google Suites and MS Office todesign strong administrative practices. Researched and implemented new CRM. Writing.

Canberra, Australian Capital Territory, Australia

Provided strategic financial advice related to retirement, insurance, and estate planning strategies. Completed all administrative tasks. Managed the implementation of all strategies. Leveraged my ITdegree to design and implement systems to improve my administrative efficiency.

Canberra, Australia

Provided specialist administration (Paraplanning) to the Financial Planning team. Wrote advice documents, liaised with clients, and implemented all strategies. Met all AML, KYC, and compliance expectations.

Canberra, Australia

Worked in several Branches. Built rapport with regular customers, managed branch cash levels, updated branch marketing, and AML & KYC requirements. Built relationships with Financial Advisers, Personal Bankers, Business Bankers, and Bank Executives. I was able to work quickly in a structured environment.

Master Of Arts - Ma, Divinity/Ministry

Associate'S Degree, Financial Planning And Services, Pass (Pass/Fail)

Associate'S Degree, Information Technology