Quinn McCarthey
Financial Professional
Olivehurst
Summary
Dynamic professional with solid experience in financial analysis and operational coordination. Known for developing effective training programs and crisis management plans, ready to drive organizational success through strategic planning and team leadership.
Overview
4
4
years of professional experience
4
4
Certifications
Work History
Lead Campus Supervisor
John Adams Academy
08.2022 - Current
- Ensured compliance with state regulations regarding school safety through regular audits of procedures and documentation.
- Assisted in the development of comprehensive crisis management plans for various potential scenarios at the campus.
- Developed and implemented training programs for new supervisors, improving team cohesion and performance.
- Coordinated daily operations, ensuring compliance with school policies and fostering a positive environment.
- Maintained thorough documentation of all reported incidents, allowing administration to track trends effectively over time and respond accordingly.
Financial Advisor
WFG
06.2022 - 06.2024
- Developed customized financial plans for clients, enhancing their investment strategies and portfolio performance.
- Conducted comprehensive financial analyses, ensuring compliance with regulations and improving client satisfaction.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Education
Associate of Science - Business Administration
Sierra College
Rocklin, CA 05.2001 -
Skills
Operational coordination
Staff supervision
Team leadership
Staff training facilitation
Client relationship building
Budget management
Resource allocation
Risk management
Compliance auditing
Data analysis
Operational reporting
Incident response coordination
Certification
Financial Markets- Yale University
Timeline
Financial Coach- IAP College
06-2026
Behavior Finance- Duke University
12-2024
Financial Markets- Yale University
05-2024
Life & Health Insurance
12-2022
Lead Campus Supervisor
John Adams Academy
08.2022 - Current
Financial Advisor
WFG
06.2022 - 06.2024
Associate of Science - Business Administration
Sierra College
05.2001 -