adrian rogalski

* Provided support to senior management, including consulting on financials, forecasting, billing, and more. * Assisted the COO in facilitating effective decision-making. * Coordinated the execution of strategic initiatives and streamline business processes. * Created pitch decks and sales collateral for prospective clients, investors, etc. * Helped build & maintain models to assess financial and business performance based on key metrics and historical results. * Assisted HR with the hiring process * Conducted analysis and generate reports on business plans, forecasts, and actual results. * Worked on market research and metrics projects for senior management on ad hoc basis.

* Delivered helpful service and always talked about value, design and style * Connected with multiple customers at a time, made things quick and easy * Utilized knowledge and skills garnered from requisite training and fit sessions to drive sales * Provided an engaging and efficient checkout experience * Multi-tasked, support to day-to-day daily business operations * Self-managed, completed daily with minimal supervision * Customer Service, dealt with any issues and concerns

* Attended daily meetings led by the National Securities Investment Executives to help build market knowledge and sales techniques * Advised clients on appropriate planning issues and techniques; submitted planning options to clients for consideration * Reviewed and assessed clients individual and family planning needs, including financial and family issues * Participated in in-house seminars and client group meetings, explaining the value of planning and our services; networked internally to foster relationships and ensure the value of all Trust services is promoted and well understood * Worked in conjunction with the Financial Consultants and Designated Leads to assist in developing client understanding and education of planning issues

* Provided support to customers needing help * Performed end of the day facility clean up and prep for the next day * Communicated with customers/members and answered any questions * Operated a mechanical machine to clean up the golf course and range * Locked up the facility after performing final nightly duties * Performed minor repairs to ensure proper operations of the machines * Checked in customers ensuring that proper payments were received * Used creative ways to resolve problems on hand * Verified client’s memberships

* Confirmed daily attendance during drop off and pick up * Ensured that the facility and activities were safe for all participants * Created and implemented a variety of fun and educational activities * Provided guidance and leadership to children during the camp hours * Communicated any concerns to parents in a timely manner