Richard Rivera
Catonsville
Summary
Experienced Salesperson, Coach, and Operations manager. Proficient in customer service and relationship building with exceptional leadership and analytical problem-solving skills. Diplomatic in resolving disputes and coordinating diverse teams. Extremely efficient, empathetic, and driven professional.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Director of Operations & In House Mindset Coach
Reveal Wealth LLC
02.2022 - 05.2024
- Oversaw daily operations across multiple departments, ensuring seamless coordination and efficient execution of tasks.
- Developed systems and procedures to improve operational quality and team efficiency.
- Oversaw day-to-day production activities in accordance with business objectives.
- Provided weekly 1:1 and group mindset coaching for the team
- Mentored and coached team members to foster productive and engaging work environment.
- Analyzed business operations and implemented strategies to improve operational cohesiveness.
- Delivered exceptional customer experiences by implementing strategies focused on meeting evolving needs and expectations.
Financial Advisor
NYLIFE Securities LLC
01.2019 - 06.2021
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Worked with clients to support understanding of rationale and details of financial strategies.
Financial Services Professional
Foresters Financial Services
01.2017 - 12.2018
- Conducted detailed financial reviews for clients to sell appropriate products to fit clients needs.
- Developed strong relationships with clients, leading to consistent referrals and a growing client base.
- Increased client satisfaction by providing comprehensive financial advice and personalized investment strategies.
- Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences.
- Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
Server/Bartender
Buffalo Wild Wings
10.2015 - 12.2016
- Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
- Consistently met or exceeded performance goals related to sales targets, customer satisfaction ratings, and order accuracy.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Cultivated warm relationships with regular customers.
Server
Red Lobster
01.2013 - 09.2014
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
Checker/Produce Stock Clerk
Safeway
08.2010 - 12.2012
- Aided in training new employees, sharing best practices for efficient job performance.
- Contributed to inventory management efforts by assisting in stock counts and ensuring product availability on shelves.
- Exceeded performance targets consistently, demonstrating strong multitasking abilities under pressure.
- Assisted customers with bagging their purchases, providing swift and attentive service.
Education
Coaching Certification - Life/Mindset Coaching
Elite Coaching University
Online04.2022
Bachelor of Science - Supply Chain Management
University of Maryland - College Park
College Park, MD12.2016
Skills
- Operational Efficiency
- Strategic planning and execution
- Operations Management
- Teamwork and Collaboration
- Team Leadership
- Staff training/development
- Customer Service
- Effective leader
- Customer Relations
- Relationship Building
- Client Account Management
- Networking
- Sales Presentations
Certification
- Certified Life/Mindset Coach, Internally Rich Coaching - July 2021-Present
Timeline
Director of Operations & In House Mindset Coach
Reveal Wealth LLC
02.2022 - 05.2024
Financial Advisor
NYLIFE Securities LLC
01.2019 - 06.2021
Financial Services Professional
Foresters Financial Services
01.2017 - 12.2018
Server/Bartender
Buffalo Wild Wings
10.2015 - 12.2016
Server
Red Lobster
01.2013 - 09.2014
Checker/Produce Stock Clerk
Safeway
08.2010 - 12.2012
Coaching Certification - Life/Mindset Coaching
Elite Coaching University
Bachelor of Science - Supply Chain Management
University of Maryland - College Park
- Certified Life/Mindset Coach, Internally Rich Coaching - July 2021-Present
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