Zack Carter Email & Phone Number

Atlanta, Georgia

Griffin, Ga

Operations manager over a staff of 8 people including 4 office administrators and 4 front line employees. Responsible for daily activities of the entire business as well as the finances of the company. Responsibilities included reducing overall expenses as well as increasing production. Reported to the owners of the company. •Reduced payroll by 10% by modifying job descriptions and maximizing office potential.•Led an initiative that drastically reduced errors in tracking receivables and ensuring all invoices were delivered properly.•Reduced fuel expense by 15% through implementing new monitoring procedures.•Managed compliance and relationships with 40+ representatives from 8 companies.•Redesigned operations and increased overall company production by 20%.

Hampton, Ga

Worked closely with clients to build a personal financial plan. Prepared retirement, tax savings investments, as well as college savings plans. Managed daily activities as well as a branch assistant. •Managed 50 million in assets as interim financial advisor for multiple branch offices simultaneously.•Built personal portfolio of over $750,000 by meeting potential clients face to face and strategically assisting them with their finance management.•Successfully managed multiple clients at various stages of life and investment experience.

Mcdonough, Ga

Processed transactions for clients, while uncovering and suggesting additional products and services. Controlled cash on hand at the branch of $300,000. Focused on deepening relationships with clients.•Scored 90+ percent on all branch audits by offering first class customer service.•Consistently received 4 and 5 star ratings on random client surveys by steadily going above and beyond to ensure the satisfaction of all clients.•Received annual salary increase based on overall growth of branch.

Bachelor'S Degree, Business/Finance

Finance, Finance