Hire, manage, motivate and supervise employees for sporting events and traffic control. Manage up a team of 70+ employees to include training, evaluations and scheduling.Auditor for payroll and Kronos management.Meet with clients to access needs and offer solutions.Strategize solutions, create collaborative teams, problem resolution.Documentation, evaluation, promotion and discipline process.Employee scheduling and maintaining client event calendar.Implement processes and procedures, SOPsManage department team supervisors (6) including reconcile cashier sales.Budget and forecast event income and expenses.

*Lead a team of 5 directors that includes marketing, client services, events planning, operations and sales. *Responsible for annual reviews, goal setting (individual and team), approvals, coaching, mentoring and HR functions.*Identify, plan and implement best processes for customer satisfaction, retention and problem solving solutions.*Financial results and reporting processes*All aspects of hiring (including Onboarding) and outsourcing special projects. Employee development including plans of action, discipline and termination procedures.*Compliance Officer*Escalation officer for client/ employee grievances and complaints.*White paper review and editor, exceptional proofreading skills*Meeting facilitation, dynamic presentation skills in small and large settings*Canva, GHL, RedTail, Client portal and Website Development (creativity and review, not technical)*Ability to learn new processes and technology quickly, take initiative, and multi-task independently.*Implement office policies by establishing standards and procedures; measuring results against standards; making necessary adjustments*Develop client and employee training modules which include videos and written materials.*Developed employee manual including HR and compliance policies training and documentation. *Updated and maintained job descriptions and data base for outsourced projects.*Budgeting, negotiating, planning for events including introductory seminars, major client appreciation events and employee team building. Determining financials and ROI for these events.*Attends meetings and trainings for further role and corporate development.*All aspects of the new business processor role, as this position is not filled.

*In home sales (residential), offering windows, siding, roofing and other home improvement renovations.*Engaging customers with features, benefits and competitor comparisons.*Arranged financing by completing customer applications, gathering supporting documents, inputing information into our system and following through to approvals.*Ordered products with manufacturers and scheduling installations.*Maintained consistent communication to avoid client dissatisfaction and make changes when needed.

*Planned and presented monthly public investment classes, focusing on retirees, educating first time investors and women on the company's product portfolio, and investment vehicles.*Won the Ted Jones Prospecting Award (2009) for opening 125 new accounts in a calendar year, during a major recession.*Grew assets under management from start-up to $9.5 million.*Provide key investment strategies and analytics to clients, including portfolio analysis and development, ROI Analysis, diversification and strategies, and 529 plans.*Managed CRM, updated account notes and maintained customer profiles, scheduled client financial check-ups.*Research to find answers to customer needs*Compliance and audit training*Request and interpret insurance illustrations to uncover potential 1035 exchanges based on best interest of clients.

Provided group product and customer service training to new and experienced shareholder services associates.Some of the classes included: New accounts, RMD training, Transactions, Trades, Maintenance, Corrections, IRAs, 529Plans, Trust and other fiduciary accounts, Making business decisions, Processing paperwork, Making outbound calls, inbound calls, Wealth transfer, Account requirements, Types of accounts and Investments.Enhanced overall success of internal client group and training department through initiation and design of a new development program.Presented train-the-trainer workshops.Received Teamwork Award and numerous recognitions for leadership and attention to detail.Handled inbound calls, processing and escalated calls in the call center.Used internal research system to find solutions to questions and handle uncommon scenarios.