Avery Green
State College
Summary
Proven Operations Manager with a track record of enhancing operational efficiency and fostering client relationships at Revelxp. Skilled in problem-solving and team leadership, I've spearheaded process improvements that increased productivity and reduced costs. My expertise in staff relationships and communication has consistently delivered projects within budget, achieving significant performance outcomes.
Overview
11
11
years of professional experience
Work History
Operations Manager
Revelxp
06.2023 - Current
- Supervised and worked with installation crew and kept employees compliant with company policies and procedures.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Managed inventory of equipment and supply chain operations to achieve timely and accurate delivery of goods and services.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed and maintained relationships with external vendors and suppliers.
- Developed systems and procedures to improve operational quality and team efficiency
- Managed budgets effectively, consistently delivering projects on-time and within financial constraints.
- Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
Operations Coordinator
Revelxp
05.2022 - 06.2023
- Collaborated with manager to evaluate needs and optimize operational plans.
- Helped hire and train installation crew members
- Helped with inventory management and warehouse upkeep.
- Was in control of operations at three properties across the company
- Planned and executed budgets for all events, tailgates and services
Client Services Associate
Mariner Wealth Advisors LLC
06.2021 - 05.2022
- Built and maintained client relationships aimed at client retention; manage new client implementation process, coordinate and direct client activities with other team members, and assist as necessary
- Maintained client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees
- Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed
- Participated in client meetings and supports action items post meeting
- Understood the client's overall business needs and help identify value-added services that Mariner Wealth advisors provided
- Developed strong rapport with clients, fostering long-term relationships and ensuring repeat business.
Trade Operations Representative
Mid-Atlantic Capital Group
04.2020 - 05.2021
- Monitored daily internal systems to ensure that all trades are being routed and executed properly
- Worked with mutual fund companies and firm's clients to ensure that any trade rejects are resolved to the client's satisfaction
- Along with external firms, processed and verified share transfers between internal accounts
- Monitored cash and balance reconciliation reports to ensure that all accounts are in
- Provided research assistance to account administers and relationship managers. Working with mutual fund companies to ensure that new accounts are set up correctly.
- Monitored internal systems and reports to ensure that all scheduled tasks have been successfully processed
Retirement Operations Specialist
AssetMark Inc.
07.2019 - 04.2020
- Managed Data and proposal paperwork for both retirement plans and 403b participant offerings
- Assisted with SalesForce administration and maintenance
- Generated and processed proposals for financial advisors
- Ran benchmarking reports and assist financial advisors with prospecting tools
- provided back-up support to the 403b participant trading and operations function
- Assisted in sales coordinator with on-boarding new plans and participants
- setup users on black diamond platform as needed
- Aided in setting up models/elections/targets in black diamond and wealth central for analyst
- Worked with the 1099R's year end production for payouts processed
- Helped with invoicing mailings for daily Val sponsors quarterly
Command Post Controller
United States Air Force National Guard
03.2013 - 03.2019
- Managed and executed activities within fixed-ground, mobile and airborne command and control C2 facilities.
- Demonstrated adaptability in managing multiple priorities simultaneously while maintaining focus on mission-critical objectives under tight deadlines.
- Coordinated multi-agency responses to crises by effectively communicating with all relevant parties and delegating tasks as needed.
- Implemented innovative solutions to streamline data management processes, reducing administrative workload while enhancing overall record accuracy.
- Operated and monitored voice, data and alert systems.
- Contributed to a positive work environment by fostering collaboration among team members and promoting open communication channels.
- Maintained high levels of professionalism at all times, serving as a positive representative for the organization both internally and externally.
- Provided valuable input during strategic planning sessions, offering insights based on experience as a Command Post Controller.
Education
Bachelor of Science - Recreation, Park And Tourism Management
Penn State University
University Park, PA 12.2018
Associate of Science - Emergency Management
Community College of The Air Force
Montgomery, AL04.2014
Skills
- Problem-Solving
- Team Leadership
- Operations Management
- Customer Service
- Emergency Management
- Operational Efficiency
- Client Relationships
- Staff Management
- Staff Training
- Risk Management
Accomplishments
- Reduced Operation expenses by 56% through employee management.
- Promoted to Operations manager after 1 year with the company.
- Supervised team of 19 staff members.
- Achieved number 1 ranked warehouse by completing self created checklist with accuracy and efficiency.
- Achieved a company record for Penn State property in revenue at 1.3 Million
Timeline
Operations Manager
Revelxp
06.2023 - Current
Operations Coordinator
Revelxp
05.2022 - 06.2023
Client Services Associate
Mariner Wealth Advisors LLC
06.2021 - 05.2022
Trade Operations Representative
Mid-Atlantic Capital Group
04.2020 - 05.2021
Retirement Operations Specialist
AssetMark Inc.
07.2019 - 04.2020
Command Post Controller
United States Air Force National Guard
03.2013 - 03.2019
Bachelor of Science - Recreation, Park And Tourism Management
Penn State University
Associate of Science - Emergency Management
Community College of The Air Force
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