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Financial Services Process Optimization

Location:
Cumming, GA
Salary:
50000
Posted:
July 04, 2025

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Resume:

SA

SUDHANVA ATHREYA

*********@*****.*** 470-***-**** Atlanta, Georgia

I'm a service-first leader with a passion for creating outstanding guest experiences and running efficient, people-centered operations. Over the last three years, I've built and led teams across multiple industries from launching my own client focused firm to managing front-line roles in fast-paced environments like Walmart and Chipotle. As the founder of Blitzwave Financial Services, I developed strong skills in team management, process optimization, and client satisfaction- skills I'm now excited to bring into the hospitality and hotel management world. I've led a distributed team of 25+ professionals, streamlined daily operations using CRM systems, and cultivated long-term partnerships that prioritized service quality and relationship-building. I am an Entrepreneurial leader with 3+ years of experience in business management, team development, and operational strategy. Proven ability to recruit, lead, and scale teams across multiple regions. Skilled in building efficient systems, improving client experience, and driving measurable growth. Adaptable, data-driven, and focused on delivering results through leadership, process optimization, and client-centric decision- making. Dynamic and service-focused professional with a strong background in team leadership, operations management, and high-volume customer interaction. Proven success in overseeing multi-regional teams, developing efficient systems, and consistently delivering excellent client experiences. Known for solving problems quickly, managing performance under pressure, and building strong relationships with both clients and staff. Looking to bring high standards of hospitality, organization, and guest satisfaction to the hotel and resort industry. Staff Training & Team Leadership

Guest Relations & Service Recovery

Conflict Resolution & Communication

Scheduling & Shift Planning

Multitasking in High-Pressure Environments

Sales & Upselling Techniques

Hospitality Workflow Optimization

Cleanliness, Appearance, and Safety Standards

Financial analysis

Project management

Market research

Cross-functional collaboration

Blitzwave Financial Services Cumming,

Georgia

01/2022 - Current

Built and led a scalable financial services firm specializing in insurance, retirement, and wealth strategies, with a customer-first philosophy. Recruited 25+ agents, scaling operations across U.S. and Canadian markets. Implemented simple, modular planning tools to help clients understand IULs, annuities, and retirement strategies quickly and clearly. Working towards Property and Casualty insurance licenses to broaden offerings. Drove $100K+ in revenue through strategic B2B partnerships, co-branded campaigns, and automated lead funnels.

Expanded and collaborated with local businesses across Boston, Atlanta, Chicago, Los Angeles, Pennsylvania, and Canada to boost brand presence and referrals.

Cumming, Georgia

Freelance Sports Analyst

01/2022 - Current

Provided strategic insights for private clients through trend analysis, market research, and data reporting.

Built dashboards and visual tools to explain complex data in a user-friendly way.

Delivered client-ready reports that supported decision-making, Summary

Skills

Experience

goal-setting, and performance forecasting.

Applied statistical analysis and predictive modeling to identify high-value betting trends.

Leveraged sports analytics tools and data to develop custom parlay insights and market outlooks.

EcoShield Pest Solutions Tampa Bay,

Florida

Sales Representative

01/2022 - 01/2023

Executed sophisticated door-to-door sales strategies, leveraging consultative selling and value-driven conversations to generate client trust and close high-value contracts.

Developed and refined territory mapping, lead qualification, and client engagement methods to optimize sales efficiency.

Utilized CRM systems to track progress, analyze data trends, and improve conversion rates, consistently exceeding sales goals. Chipotle Mexican Grill Cumming, GA

Customer Experience & Team Operations

Associate

01/2021 - 01/2022

Delivered fast, friendly service in high-volume environments, maintaining guest satisfaction under pressure.

Cross-trained across departments to support front-of-house and back-end operations including inventory and cleanliness.

Developed a deep understanding of hospitality standards including food safety, appearance, and time management.

South Forsyth High School Cumming, Georgia

High School Diploma

05/2022

Pearson, Life & Health Insurance Licenses, in 7 states: GA, TX, IL, WA, NV, CA, MA Pearson, Property and Casualty Insurance License

WebCE, Certified Annuity Sustainability & Anti-Money Laundering (AML) EdX, Sports Analytics: Moneyball and Beyond

LinkedIn, Customer Service Fundamentals - LinkedIn Learning Coursera, Time Management for Leaders

English, Spanish, Hindi, Kannada, Eligible to work in the U.S. with no restrictions, Staff Training & Team Leadership, Guest Relations & Service Recovery, Conflict Resolution & Communication, Scheduling & Shift Planning, Multitasking in High-Pressure Environments, Sales & Upselling Techniques, Hospitality Workflow Optimization, Cleanliness, Appearance, and Safety Standards

Education and Training

Certifications

Additional Information



Contact this candidate