Noah Welsh
Indianapolis
Summary
Dedicated retail and client-services leader with a BS in Secondary English Education, FINRA Series 7 & 63 licenses, and Certified Food Safety Manager credential. Over a decade of progressive management experience across education, finance, and hospitality. Proven ability to craft exceptional experiences, lead teams of 15+ staff, and forge community and alumni relationships. Seeking to leverage these skills in a role centered on alumni engagement and cultivating special interactions.
Overview
12
12
years of professional experience
1
1
Certification
Work History
General Manager
Storybook Play Café
12.2024 - Current
- Designed and deployed the Employee Handbook, Code of Conduct, inventory oversight system, and food safety program to comply with state/federal standards.
- Manage full employee cycle: hiring, training, performance management, and disciplinary actions for 15 staff.
- Oversee daily inventory, asset protection, staff scheduling, and weekly growth-strategy meetings.
- Initiate and coordinate monthly community outreach events via partnerships with schools/libraries.
- Serve as the Certified Food Safety Manager, ensuring legal compliance and maintaining a 100% inspection track record.
Private Client Services Representative
Charles Schwab, Inc.
11.2023 - 12.2024
- Served high-net-worth clients (>$1M–10M AUM), executing trades, managing cash flows, and securing accounts.
- Maintained 100% client-satisfaction ratings over an eight-month rolling period.
- Supported colleagues through peer mentoring, recognition programs, and ad hoc training.
- Fostered individualized, memorable client interactions through attentive listening and personalized follow-up.
Store Manager Trainer / Barista Trainer
Starbucks
11.2017 - 11.2023
- Directed store operations with a leadership team in high-volume locations; managed payroll, staffing, and customer relations.
- Trained employees on new systems, concepts, and technologies—stood in as dual store manager >7 times/year.
- Enhanced operational efficiency and customer satisfaction under pressure through active floor management and quality oversight.
Store Manager
Barnes & Noble
09.2017 - 11.2017
- Delivered daily operational leadership, coached staff through core principles, and led monthly promotional meetings.
- Recruited and mentored booksellers and café staff, elevating customer service and community engagement.
Store Manager, then Co-Manager
Books-A-Million
05.2013 - 09.2017
- Managed full store operations: payroll, ordering, scheduling, HR liaison, and staff performance.
- Achieved and maintained 5.45% magazine/discount-card uptake through daily coaching and upselling.
- Supervised store café operations, ensuring compliance with health standards.
- Supported and opened new stores in other locations, contributing to multi-site team coordination.
Education
B.S. - Secondary English Education
Indiana Wesleyan University
04.2013
Skills
- Alumni & Community Engagement
- Team Leadership & Staff Development
- Inventory & Food Safety Management
- Client Relationship Management
- Financial Services & Securities Trading
- Event Planning & Partnership Outreach
- Project Development via CAR Methodology
Certification
- Food Safety Manager Certification – Storybook Play Café, Mar 2025
- FINRA Series 7 & 63 Licenses – Charles Schwab, Nov 2023 – Apr 2024
Accomplishments
- Sustained 100% client satisfaction over 8 months at Schwab.
- Surpassed membership targets (5.45%) at Books-A-Million through strategic upselling.
- Established compliant food safety systems and launched community events at Storybook Play Café.
Awards
Lilly Endowment Scholarship Recipient – Northern Indiana Community Foundation, Apr 2009
Timeline
General Manager
Storybook Play Café
12.2024 - Current
Private Client Services Representative
Charles Schwab, Inc.
11.2023 - 12.2024
Store Manager Trainer / Barista Trainer
Starbucks
11.2017 - 11.2023
Store Manager
Barnes & Noble
09.2017 - 11.2017
Store Manager, then Co-Manager
Books-A-Million
05.2013 - 09.2017
B.S. - Secondary English Education
Indiana Wesleyan University
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