13 D Sephora Crescent Cypress Ridge Union Hall, SanFernando, Trinidad
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Financial Advisor
Maritime Financial Group
09.2015 - Current
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Delivered strategic investment advice for individual and corporate clients.
Inventory Control Specialist
Repsol E&P T&T Ltd
05.2012 - 05.2015
Completed physical inventory counts each month.
Audited and corrected discrepancies in inventory numbers.
Completed daily cycle counts to maintain accuracy of records.
Recorded information, shortages, and discrepancies to keep records current and accurate.
Verified incoming products and checked delivery totals to keep system records current and accurate.
Worked with supervisors and team members to understand supply needs and bring levels within desired tolerances.
Managed inventory control for high-volume warehouses with accurate, timely stock replenishment.
Completed logs and reports detailing production data such as volume, materials used and quality assurance results, helping management make accurate operational decisions.
Built strong vendor relationships for timely goods and materials deliveries.
Developed and implemented a system to track and monitor incoming, outgoing and on-hand inventory.
Completed inventory accounts to keep records current and promote accurate ordering.
Received new stock and input values into computer system.
Volunteered to assist with projects, demonstrating willingness to learn new tasks and increase skill levels.
Logistics Officer
Bewil And Company Ltd
11.2011 - 04.2012
Managed logistics assets for timely and cost-effective delivery of cargoes.
Delivered logistic support to leverage existing resources with cost-effective savings.
Supervised logistics functions and operations.
Advised logistics management and structures for staffing levels to maintain adequate numbers.
Detected and enforced improvement opportunities in supply chain.
Collaborated with project managers to discuss procurement, logistics and service requirements for optimized purchasing power.
Inventory Assistant
Industrial Plant Services Limited
12.2008 - 11.2011
Created databases and spreadsheets to improve inventory management accuracy
Completed stock inventories to identify and address issues negatively impacting controls.
Recorded information, shortages, and discrepancies to keep records current and accurate.
Collaborated with the procurement team to establish steady supply of inventory.
Developed inventory reports to provide management with comprehensive data on inventory levels.
Implemented systems for tracking and managing stock levels with accuracy and precision.
Kept documentation and records accurate and up-to-date with latest data to prevent errors in processing or delivery.
Completed physical inventory counts each month.
Performed data entry and completed proper paperwork.
Analyzed inventory trends to identify and prepare for potential issues and discrepancies.
Business Analyst/Management Trainee
Cudjoe Construction And Industrial Services Ltd
12.2007 - 12.2008
Attended department meetings to report on findings and to brainstorm and share new ideas with other team members.
Worked with IT team members on systems automation and advancement initiatives.
Prepared business overview reports for clients.
Analyzed market, technology and industry to keep current on trends.
Gathered and documented requirements for projects.
Reviewed product utilization processes and developed optimization strategies.
Education
Postgraduate Diploma - Sports Management
University Of West Indies
St. Augustine
09.2013
Postgraduate Diploma - Management Information Systems
University of West Indies Institute of Business
St Augustine
09.2005
No Degree - CAPE
Presentation College
San Fernando
07.2004
Bachelor of Science - Management Studies
University of West Indies
St Augustine
06.2004
No Degree - CXC Subjects
Presentation College
San Fernando
07.2000
Timeline
Financial Advisor
Maritime Financial Group
09.2015 - Current
Inventory Control Specialist
Repsol E&P T&T Ltd
05.2012 - 05.2015
Logistics Officer
Bewil And Company Ltd
11.2011 - 04.2012
Inventory Assistant
Industrial Plant Services Limited
12.2008 - 11.2011
Business Analyst/Management Trainee
Cudjoe Construction And Industrial Services Ltd
12.2007 - 12.2008
Postgraduate Diploma - Sports Management
University Of West Indies
Postgraduate Diploma - Management Information Systems
Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)