Evan Coffman

Experience

• 

  MARC Financial

  Sept 2020 - now

  Registered Administrative Assistant

  • Attended client meetings, recorded action items, and logged key client information into the CRM system, ensuring thorough follow-up and accurate documentation to support personalized wealth management strategies.• Executed trades, rebalanced client portfolios, and processed fund transfers upon request, ensuring timely transactions and maintaining alignment with clients' financial goals• Estimated taxes and conducted financial projections for clients, providing personalized strategies to optimize tax liabilities and enhance long-term financial planning at a wealth management firm Show less

• 

  Parking Management Company

  May 2022 - Sept 2023

  Guest Services Associate

  • Cultivated and nurtured enduring, trust-based relationships with a diverse clientele, ensuring their continued satisfaction and loyalty, ultimately driving sustained repeat business• Ensured a safe and secure work environment through vigilant monitoring of customers' vehicles and property, promptly reporting any concerns to the appropriate authorities for immediate action• Collaborated seamlessly with fellow valet drivers to optimize parking operations, demonstrating strong teamwork and effective communication to enhance the overall customer experience. Show less

• 

  Chipotle Mexican Grill

  Oct 2022 - Mar 2024

  Crew Member

  • Consistently upheld stringent cleanliness, sanitation, and health code standards by meticulously cleaning and maintaining building interiors during every shift• Efficiently managed order taking and streamlined payment processing, effectively minimizing wait times and enhancing overall customer satisfaction• Expertly operated as a cashier in the fast-food industry, handling financial transactions accurately and providing exceptional customer service while maintaining cash register integrity Show less