Kaitlyn Roberts

Experience

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  Camp Merrie-Woode, The Merrie-Woode Foundation, Inc.

  Jun 2012 - Jun 2014

  Mountaineering Staff

  • All-girls summer camp, 3wk, 5wk, and 2wk long sessions; Adventure Staff Counselor responsible for the well-being of campers of all-ages in high-risk situations to both challenge and encourage growth and confidence• Advanced Wilderness First Aid Certified - 72 hour course on back country medical emergency procedures• Specialties: Leading trips in rock climbing and backpacking, gear and food distributions, general outdoor knowledge educator, Leave-No-Trace

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  University of the South

  Mar 2013 - May 2014

  Stirling's Coffee House
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  Perpetual Motion

  Aug 2013 - May 2014

  Fundraiser

  • Nicknamed the “Do-er” for high energy, get things done approach to overcoming road blocks• Lead P.Mo’s most successful fundraising event, “P.Mo. Costume Sale”, raising over $200 for the organization• Re-elected for a second term, April 2015-2016

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  Sewanee Community Health & Wellness House

  Apr 2014 - May 2015

  Director
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  DaoCloud

  May 2015 - Oct 2015

  Wellness Ambassador

  Intern for emerging social wellness network, specialized in on the ground networking and expansion in the Greater Denver Area

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  Capital Financial Group, LLC

  Sept 2016 - Dec 2016

  Financial Services Professional

  -Business development and planning representative internship for comprehensive financial planning group.-Trained and mentored as a financial services professional.-Cultivated new clients through networking and cold calling.Sandler Sales Training TN Life and Health

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  Fidelity Investments

  Jun 2017 - Jul 2019

  -Developed business opportunities through identification of client needs, increasing overall sales.-Assessed individual clients' financial situations to develop strategic financial planning solutions.-Delivered informational sales presentations for clients to help enhance relations.-Utilized Salesforce CRM to identify new business opportunities, manage pipeline, and set appointments.Registered Investment Advisor RepresentativeSeries 66 July 2018 -Consulted with customers to understand needs and provide exceptional service.-Escalated customer satisfaction ratings by advocating for client interests and needs.-Assisted with creating process improvements to reduce workloads and bolster efficiency.Excellence In Action Winner Q4 2017, Q1 2018Leader's ChoiceDream Team Associate

  • Investment Solutions Representative

    Jul 2018 - Jul 2019

  • Financial Representative Full Trader

    Feb 2018 - Jul 2019

  • Customer Relationship Advocate

    Jun 2017 - Feb 2018
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  AK Farms LLC

  Jul 2019 - Mar 2020

  Business Development Leader

  -Cultivated and bolstered strong, professional client and investor relationships focused on improving sales.-Developed new consultive strategies which effectively drove an increase in both relations and sales.-Continually built new client business within markets by pursuing strategic targets.-Examined and produced financial reports, helping to highlight areas of profit and loss.

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  Angi

  Jul 2020 - Oct 2021

  Angi (formerly HomeAdvisor) Leadership Development Program Q3 Friendly and energetic sales professional skilled at uncovering and articulating client needs to provide problem resolutions. Highly effective in attracting new business, progressing relationships, and generating sales.

  • Leadership Development Program

    Jul 2021 - Oct 2021

  • Online Marketing Consultant

    Jul 2020 - Jul 2021
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  Club Pilates

  Sept 2021 - Nov 2024

  • Manager Club Pilates Downtown Jacksonville

    Jan 2022 - Nov 2024

  • Sales Lead Club Pilates Downtown Jacksonville

    Sept 2021 - Jan 2022
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  The Collective Source

  Nov 2024 - now

  Freelance Writer