Kevin Boe, PCC

Experience

• 

  Finish Line

  Jan 2010 - Feb 2011

  Assistant Store Manager
• 

  Complete Nutrition

  Feb 2011 - Feb 2013

  Store Manager

  * Hired, trained, and developed all store sales personnel which resulted in being a top performing store in the Colorado region*Performed accounting tasks for retail stores including marketing and revenue forecasting

• 

  Efficient Business Solutions

  Jun 2012 - Aug 2014

  Regional Sales Director

  * Created a standardized CRM and sales lead process to track efficiencies from lead development all the way through project completion* Lead all marketing efforts for Midwest region* Developed and trained sales associates and managers, while meeting personal sales goals * Performed accounting for multi state projects and co- treasurer for Colorado market

• 

  Charles Schwab

  Aug 2014 - Oct 2019

  • Talent and Organizational Development Manager

    Dec 2016 - Oct 2019

  • High Net Worth Specialist

    Jan 2016 - Dec 2016

  • Financial Service Representative

    Jan 2015 - Dec 2015

  • Associate Financial Service Representative

    Aug 2014 - Jan 2015
• 

  Fidelity Investments

  Oct 2019 - now

  • VP, Regional Coaching Consultant

    Dec 2022 - now

  • VP, Regional Planning Consultant

    Oct 2019 - Dec 2022