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Financial Advisor Resume

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Radford, VirginiA

SUMMARY:

  • A highly accomplished and results - oriented business leader with a demonstrated record of expertise in property management, retail operations, capital and operations expense budgeting, commercial leasing, market analysis, multi-unit store operations, HR, facilities, merchandising, shipping/receiving, personnel scheduling, and P&L management.
  • Leverages excellent leadership, communication, and interpersonal skills to develop and manage high-performing teams as well as interface with internal leaders, media organizations, political and regulatory officials, vendors, and other diverse stakeholders. An adaptable leader with a history of reducing operational costs and driving increased profitability.

PROFESSIONAL EXPERIENCE:

Confidential, Radford, Virginia

Financial Advisor

Responsibilities:
  • Currently serving as the day-to-day financial advisor to both individual and business clients focusing on providing guidance regarding a variety of financial products and services ranging from preparing for retirement, living in retirement, paying for education, preparing for the unexpected (i.e., insurance), and saving money on taxes.
  • Partners with clients to prepare financial plans based upon the long-term investment goals of the client; current client wealth and assets under management consists of $17,000,000 servicing 100+ client households.

Confidential, Columbus, Georgia

General Manager

Responsibilities:
  • Served as General Manager for 900,000-square-foot regional shopping center consisting of four anchors, 100 specialty retailers, and several outparcels.
  • Ensured property’s financial success through the creation and management of annual capital and operations expense budgets. Directly responsible for oversight of annual contracted services such as mall security, housekeeping, interior/exterior landscaping along with oversight of temporary projects such as tenant buildouts or repairs.
  • Served as Chamber Ambassador assisting new and existing members.
  • Partnered with Regional VP to secure capital funding for several value-added projects designed to decrease operating expenses, increase revenue, and improve aesthetics of property, increasing annual revenue by $48,000 and decreasing annual operating expenses by $45,000.
  • Ushered property through three incidents involving onsite shootings, serving as local point of contact for all media inquiries, issuing press releases, and improving partnerships with mayor, chief of police, and local political leaders.

Associate General Manager

Confidential, Baltimore, Maryland

Responsibilities:
  • Served as interim General Manager for mixed-use property consisting of 400,000-square-foot retail center, 250,000-square-foot Class A office tower, 620-room hotel, and 1,200-space parking garage.
  • Created and maintained annual capital and operations expense budgets. Oversaw $2,500,000 redevelopment project converting poor-performing retail space into higher-use office space, including coordinating termination/relocation of retail tenants, developing construction schedule, partnering with city for permitting, and handling all media inquiries regarding project details. Assisted with commercial leasing for 30-story Class A office tower, including lease negotiation/execution, management of applicable landlord work, delivery of leased premises, and setup of accounts payable for tenant.
  • Decreased expenses by $800,000 versus previous year.
  • Elected to serve on Board of Directors for Downtown Partnership of Baltimore and The Inner Harbor Project; chosen as member of Economic Development Committee for Greater Baltimore Area.

Confidential, Seattle, Washington

Vice President, Store Manager

Responsibilities:
  • Served as VP and Store Manager leading team of eight executives overseeing 200 associates in merchandising, selling, visual presentation, loss prevention, operations, and human resources to include determining staffing needs, recruiting, interview/screening, performance evaluations, and developing actions plans to address performance/behavior concerns. Ensured achievement of productivity and profitability goals through proper scheduling, expense control, as well as consistent coaching and challenging of associates to meet company standards for sales. Utilized coaching sessions coupled with observations to develop leadership team’s ability to effectively lead their respective teams and analyze and manage their respective retail departments.
  • Utilized local market analysis to partner with New York buying office and district planners to exploit existing up-trending businesses and capitalize on emerging businesses, adding status vendors that included Michael Kors (handbags, fragrance, and shoes), Carlos Santana, and Marc Jacobs to store’s assortment, representing $600,000 sales opportunity.
  • Used business relationship with local Florida Hospital Fish Memorial to cofound “Pink by Design” event at Seminole Towne Center mall to provide breast cancer screenings for underserved members of local community, coordinating two successful events that resulted in pickup of over $20,000 in sales and led to future events in partnership with Florida Hospital Fish Memorial.
  • Developed partnership with local car dealership to increase brand exposure within Seminole Towne Center mall, leading to multiple successful ventures between company and local dealership and enabling store to greatly exceed fourth-quarter sales/gift card sales plan and win $5,000 in incentives from corporate due to performance.

Confidential, Kahului, Hawaii

Store General Manager, Multi-Unit Store Operations Manager

Responsibilities:
  • Served as Store General Manager for $20,000,000 location. Managed business operations, including annual budgeting and forecasting, HR, facilities maintenance, payroll and expenses, as well as receipt and shipment of all merchandise. Served two years as Multi-Unit Store Operations Manager directly overseeing three distinct locations, including full-line store, auto center, and remote warehouse. Led day-to-day operations of all three locations, with full P&L accountability, including HR, facilities maintenance, and operations.
  • Ranked as one of few stores in south-central region to meet company standards in all key metrics.
  • Reduced inter-island shipping charges by $480,000 annually.

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