MARY ANN DAYAGBIL
Yellowknife,NT
Summary
Motivated business professional bringing 20 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating and supporting staff members.
Creative Business Owner with exceptional background spent in Financial Industry. Proven leader with engaging demeanor and success working in most demanding environments. Talented in training and mentoring successful teams.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Business Owner/Operator
Maria's Place
12.2021 - Current
- Oversaw end-to-end business processes to maintain proficiency and profitability.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Served as primary point-of-contact with suppliers and contractors to achieve inventory expectations.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Kept all building areas and equipment functional and well-organized to promote business performance.
Business Partner/Customer Service Manager
3D Management And Financial Services
09.2013 - Current
- Oversaw end-to-end business processes to maintain proficiency and profitability.
- Consulted with customers to assess needs and propose optimal solutions.
- Trained and motivated employees to perform daily business functions.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
- Assisted with hiring process and training of new employees.
- Supported business management projects by monitoring and tracking risks, issues and action items.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Financial Advisor
Experior Financial Group
05.2018 - 05.2022
- 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.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
- Presented financial plans and investment recommendations to clients.
- Advised clients on investments, retirement and estate planning.
- Monitored and updated financial plans to comply with client goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on financial topics and best practices.
- Informed clients of strategies for reducing debt and maximizing savings.
- Studied financial documents to identify potential areas needing improvement.
Financial Advisor
Greatway Financial
09.2014 - 04.2018
- 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.
Office Manager/Branch Manager
A1 Financing And Loans
09.2004 - 04.2013
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Reported to senior management on organizational performance and progress toward goals.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Education
Bachelor of Science - Medical Technology
Silliman University
Dumaguete City, Philippines05.1989
Skills
- Cleanliness Standards
- Manage Programs
- Effective Communicator and Public Speaker
- Market Trend Analysis
- Equipment Replacement
- Sales Tactics
- Defining Company Vision
- Business Process Optimization
- Business Planning and Strategy
- Inventory Control
- Microsoft Office 365
- Mission and Vision
- Sales Growth
- Operations Management
Certification
- Licensed Financial Advisor - 2004-2023
Timeline
Business Owner/Operator
Maria's Place
12.2021 - Current
Financial Advisor
Experior Financial Group
05.2018 - 05.2022
Financial Advisor
Greatway Financial
09.2014 - 04.2018
Business Partner/Customer Service Manager
3D Management And Financial Services
09.2013 - Current
Office Manager/Branch Manager
A1 Financing And Loans
09.2004 - 04.2013
Bachelor of Science - Medical Technology
Silliman University
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