Elizabeth Larson *******@*****.*** • 805-***-****
Santa Barbara, CA 92101
Retail Sales Management Professional
Accomplished and performance driven leader with extensive experience in retail sales, marketing, store operations management, training and development, tax/insurance administration, and business banking. Proven success in developing and executing consistent and ambitious sales and marketing plans, achieving all set KPIs and goals, and enhancing business profile and commercial growth. Proven track record of success in identifying new business opportunities, conducting market and competitor analysis, determining needs of potential clients, and delivering appropriate solutions and products accordingly to ensure maximum satisfaction. Passionate and resourceful recruiter/trainer with solid history of success in hiring, training, mentoring, and leading high-performing teams to achieve shared visions and goals. Skilled in creating and implementing innovative sales and marketing techniques as well as planning and executing community marketing campaigns to increase business awareness. Adept at developing profitable banking relationships/partnerships through positive rapport, tailored solutions, and client engagement to drive business growth.
Areas of Expertise
Retail Store Management
Accounting & Financial Operations
Regulatory & Compliance Management
Vendor & Supplier Management
Contract Negotiations & Administration
Campaign Planning & Execution
Profit & Revenue Optimization
Product & Brand Management
Team Training & Leadership
Event Planning & Organization
Client Relationship & Loyalty
Client Acquisition & Retention
Leadership Development
Loan Administration
Reporting & Documentation
Career Experience
Pottery Barn, Santa Barbara, CA 2021 to Present
Talbot’s, Santa Barbara, CA 2018 to 2021
Retail Store Manager (Sales and Service)
Managed and managed compliance and training modules of Pottery Barn to reach maximum adherence.
Attained highest sales records through the development and execution of strategic sales strategies.
Accelerated store (Pottery Barn) revenue from $3.2M to $5.5M.
Designed and executed recruiting strategy for new designers with UCSB and the City College of Santa Barbara Interior Design departments that enhanced sales.
Improved new credit cards percentage from 8% to 22%, which led to increase in revenue growth.
Accomplished over 100% goals by planning and executing St Judes and No Kid Hungry charity campaigns. Larson Family Tax and Insurance, Tucson, AZ 2004 to Present Chief Executive Officer General Management
Prepare taxes for individuals and sole proprietors in compliance with regulatory standards and company policies/regulations. Generate significant business revenue by increasing sales of medical supplements, life, and final expense for seniors. Formulate and control company budget with a focus on reducing additional costs and boosting revenue growth. Conduct interviews of clients to maximize refund while registering paid preparer with IRS and implementing yearly client information changes. Evaluate and review insurance needs to enhance coverage and identify savings opportunities. P a g e 2 2
Recognized as top performer for individual life plans for TransAmerica, Mutual of Omaha, Lincoln Memorial, and Senior American Benefit.
Established and directed business from scratch, delivering excellent tax and insurance services.
Organized, managed, and executed seminars on taxes and retirement products for seniors.
Built and expanded new market for seniors with reverse mortgages for final expense insurance to achieve business objectives.
Planned and led successful execution of strategic leadership development program for seniors’ medical supplements via free tax preparation seminars at Seniors Centers
Additional Experience
Technical Support Agent at Intuit, Tucson, AZ
Leveraged in-depth knowledge of Federal and State filing forms and regulatory requirements to deliver technical and tax related support to CPA firms and professional Tax Preparers.
Managed Account Payable/Account Receivable (AP/AR) and conducted bank reconciliation as QuickBooks advisor. Vice President/Branch Manager at Business Bank of California, Irvine, CA
Delivered strategic leadership to a team of nine employees and encouraged them to achieve set business goals.
Arranged effective training and development programs for staff members to boost knowledge and performance.
Oversaw all operations of small business development department with a focus on identifying and securing new opportunities.
Built community engagement and organized services to promote and grow new business. Assistant Manager at Union Bank of California, Menifee, CA
Headed overall operational aspects of in-store banking outlet of seven employees to streamline workflows.
Developed in-store promotions features to accomplish branch and bank sales goals.
Drove home equity/home repair promotion, which featured in in-store banking newsletter as most innovative.
Achieved 4th ranking in Inland Empire region by leveraging eight new products daily with cross-sell ratio of 3.8 per customer. Banking Center Manager at Wells Fargo Bank, Palm Desert, CA
Grew in loan portfolio to $27M for branch while managing SBA and USDA lending, underwriting, and loan documentation. Education
Associate of Paralegal Studies in Human Resource Law Muir Technical College, Palm Desert, CA
Bachelor Degree in Art History and Archaeology
Brigham Young University, Provo, UT
Professional Development
Wells Fargo Management Program, San Leandro, CA
Arizona School of Insurance