Rob Taylor
*********@*****.*** 719-***-****
**** ********* *****, ******** *******, CO 80923
PROFILE
Dedicated to hard work, a person of integrity, self-starter and ambitious professional. I am a quick learner, pay attention to detail and am good at multi-tasking. Have successfully worked with Fortune 500 companies to analyze business systems and build teams. As a team leader I have accomplished company goals by improving production and performance. I am a collaborator and team player. My greatest successes have come from training others and seeing them thrive and grow. I am an active listener and help others attain life goals, personal goals.
EXPERIENCE
11/21 – 4/22 Front Desk Manager, Tax Pro Supervisor, H&R Block, Colorado Springs, CO. Team Lead of Tax Office from scheduling to customer satisfaction. Front Office manager to increase productivity and work with Tax Pro's to accomplish daily goals.
1/16 – 12/20 Caregiver Employee of A-to-Z Home Care, Inc, Aurora, CO.
Daily Healthcare manger for wife with Alzheimer's / Dementia.
3/15 – 1/16 Sales Associate, DISH Network, Littleton, CO
Learned the DISH business model and matched services to client needs. Enjoyed a 38% close rate and was in the top 10% in Internet Sales in the first month on the floor.
2010- 2014 Senior Pastor, Green Mtn. Christian Church, Lakewood, CO
Public speaking, preparation / presentation of messages. Made an obvious career change for 3 years while helping the church back to financial solvency. Supervised a team of 6 to meet the needs of children, youth and adults to grow individuals, marriages and families. 32% growth.
2010-2011 Financial Advisor, USAA, Colorado Springs, CO
Stockbroker, investments and sold life insurance and annuities to USAA members. Provided comprehensive financial advice to the military and their families. Handled Deployment Response for Soldiers and gave advice concerning managing life while deployed.
2006- 2009 Stockbroker/Retirement Advisor, JP Morgan, Englewood, CO
Assisted retirees to accomplish their retirement goals via 401-K offerings and IRA rollover strategies, generating $70M in business in first 2 years. Developed new strategy to streamline sales process and was instrumental in growing the company business to over $670M in less than three years. Top Ten in rollovers for three years while training new hires for success.
Prior Career Related Experience:
1987-2001 Stockbroker/Tax & Business Development, Charles Schwab, Englewood, CO
Had Chairman’s Club status for four years, top 10% for performance. Won Sales Competition for Help & Advice, leading the #1 team and winning a trip to Disney World. Recognized for business development in earning trust to rollover Multiple Million Dollar Accounts. Team Leader in stats.
KEY SKILLS and CHARACTERISTICS
Attention to Detail
Problem Resolution
Project Management
Experienced Office Manager
Training Manager
Relationships with People Focus
Recruiter and Planning Team Experience
Experienced Communicator
Active Listener / Focus on task & people
Large Event Organizer
Sales/Marketing
Microsoft Office Suite
PeopleSoft
EDUCATION
Lincoln Christian University, Lincoln, IL / B.S. Degree / 2 Education Awards & Student Body President
Wheaton Graduate School, Wheaton, IL
Previously licensed for Series 7 & 63 Stockbrokers, Life Insurance and Annuities
EXPERIENCES AS ADMINISTRATOR /ORGANIZER
Follow-Up Chairman for Evangelism / Billy Graham Crusade Denver Mile High 1987
Camp Como Board Chairman, Como, CO
Garden of the God's Easter Sunrise Service Chairman / Gathered 10,800
Promise Keepers Conference Recruiter for Detroit, D.C., Los Angeles and Denver
REFERENCES
Mike Lash – Denver Advertising (27 yrs.)
5281 Gould Circle
Castle Rock, CO 80109
303 – 777-6253
****@*****************.***
Keith & Karen Peterson (12 yrs.)
19 Hunters Run
Mt. Ida, AR 71957
719-***-**** Keith/ 719-***-**** Karen
*****@*******************.***
*****@*******************.***
Gene Barron (37 yrs.)
9890 Bathurst Way
Highlands Ranch, CO 80130
303-***-**** / *********@*****.***
Zachary Crane (2 yrs.)
3372 Capstan Way
Colorado Springs, CO 80906
*************@*****.***