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.
• 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