Experience

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  Lexington barbecue

  Jun 2018 - Oct 2020

  Operations manager

  I oversaw daily operations, leading to a sustained 8% annual growth in sales. I was instrumental in implementing key performance metrics, developing forecasting tools, and managing costs, which significantly reduced labor and food expenses. My strategic initiatives included integrating catering into our business model, boosting monthly revenue by 5% and achieving notable sales increases in catering services. I also fostered community engagement and ensured swift, positive responses to customer feedback, contributing to enhanced local reputation and profitability. Show less

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  New york life insurance company

  Dec 2020 - Feb 2022

  Agent

  I consulted with clients to develop tailored financial solutions that focused on wealth building and protection. I successfully prospected clients and managed relationships through various platforms, including phone, email, and LinkedIn, using Salesforce to manage the pipeline. My efforts generated over $7M in Whole Life protection in less than 18 months, surpassing office averages. I also collaborated closely with underwriting and claims departments to optimize sales projections and client satisfaction. Show less

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  Pelora advisors

  Apr 2022 - Jun 2024

  Client associate/paraplanner

  I specialized in crafting personalized financial plans and strategies for high-net-worth clients. My responsibilities included financial analysis, client relationship management, and the effective use of tools like eMoney, Advisor 360, and Envestnet to align financial goals. I ensured diligent follow-through with underwriting processes and maintained proactive communication with clients to adapt to their evolving financial needs. Additionally, I organized client appreciation events, enhancing service delivery and client engagement. Show less

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  Sparta wealth partners

  Sept 2024 - now

  Planning coordinator and advisor