Leroy Hewitt - Restaurant Manager Resume Simple
A highly motivated and results-driven professional with over 10 years of experience in the financial services industry. I have a proven track record of delivering top performance.
  • c, reports
  • retention, financial planning, securities, money management, net, tax, fixed income, mutual funds, clients, analytical skills, planning, analytical, estate planning, retirement planning, management, investments
  • 2017-12-262017-12-26

    Restaurant Manager

    Tulsa Technology Center

    • Prepared and analyzed weekly and monthly reports for C-level executives. Created and maintained a system of tracking and tracking all sales.
    • Manage the inventory of all products and services for the company. This includes the creation of a new product line, and the maintenance of the inventory.
    • Responsible for the sales of all products and services for the company. Worked with the sales team to develop a new customer base.
    • Managed and maintained all aspects of the company, including the creation of a new location, and the development of a new product.
    • Created and maintained a system of tracking and maintaining all customer accounts. This was a major retailer. The company had a reputation for the ability to make a positive outcome.
    • Created and implemented a new process to track and report on sales, gross margin, and profit. Analyzed and reported on the company's performance.
  • 2017-12-262017-12-26

    Investment Advisor

    Vitamin World

    • Successfully managed a portfolio of over $1.5 million in assets under the TIAA CREF umbrella. Worked with the investment Committee to develop a comprehensive financial plan.
    • Developed and implemented financial planning solutions for clients including mutual funds, stocks, bonds, annuities, insurance, and tax-exempt bonds.
    • Managed and organized client portfolios for the firm's portfolio management, investment, insurance, and mutual funds. Developed and implemented a comprehensive financial plan to help clients achieve their financial goals.
    • Built strong relationships with clients, including the investment services, insurance, securities, and retirement planning. Developed a comprehensive understanding of the client's financial needs and provided them with appropriate information.

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