Stephen Irving Email & Phone Number

Gilbert, Az, Us

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) after: labeling all stock, implementation of KanBan System, and creating a Bill of Materials for all manufactured products. The completion of this project is a major factor in my current job search.Managed vendor & invoice relationships. Negotiated, influenced & collaborated with vendors to build successful relationships. Designed and redesigned inventory processes. Managed supply chain processes and tools to ensure sufficient stock levels to maintain operational excellence. Created training videos to pass on critical knowledge of inventory processes and systems to other staff.

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 projects when needed. I consistently demonstrated a positive, can-do attitude.This role required me to immigrate to the US, where I adapted quickly to new legal and cultural situations. I have developed exceptional multicultural skills and communication.

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 the PSZ team and licencingcompliance officers.

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 these advice strategies provided an opportunity to learn about business administration and processes. Built strategic relationships with all PSZ staff.

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