ANGELA ROMANO
Carmel
Summary
Forward-thinking team leader with 10+ years of experience skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement and driven to raise service standards for clients.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Vice President of Client Services
Crown Haven Wealth Advisors
Carmel, IN
09.2020 - Current
- Initiate client onboarding process which consists of moving millions of dollars, under Crown Haven Management until accounts have issued.
- Prepare and run daily Operations Meeting to review department goals and upcoming client appointments.
- Onboard and train all employees & manage Client Service Department.
- Worked collaboratively with functional leaders to implement new procedures and corrective actions to improve quality.
- Oversaw day-to-day production activities in accordance with business objectives.
- Handle service requests for 900+ clients, including beneficiary changes, address changes, etc.
Office Manager
Crown Haven Wealth Advisors
Carmel, IN
12.2019 - 09.2020
- Maintained computer and physical filing systems of 900+ clients.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Managed office operations while scheduling appointments for department managers.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
Assistant Manager
Massage Luxe
Carmel, IN
05.2017 - 12.2019
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Managed over 50 client calls per day.
Education
AAS - Psychology
Ivy Tech Community College
Bloomington, IN08-2012
Skills
- Microsoft Office 10 years
- Salesforce 6 years
- Organization
- Able to communicate effectively and persistently
- Able to effectively collaborate with teammates and clients
- Strong time management skills
- Attention to detail
- Process Improvement
Certification
- Life & Health Insurance Certificate
- Notary Public Certificate
Timeline
Vice President of Client Services
Crown Haven Wealth Advisors
09.2020 - Current
Office Manager
Crown Haven Wealth Advisors
12.2019 - 09.2020
Assistant Manager
Massage Luxe
05.2017 - 12.2019
AAS - Psychology
Ivy Tech Community College