Summary
Overview
Work History
Education
Skills
Languages
Timeline
BusinessAnalyst

Sean Mortensen

Lethbridge ,AB

Summary

Dynamic leader and strategic thinker with a proven track record at Macleods Restaurant and WFG, World Financial Group. Excelled in staff management and wealth management, boosting team efficiency and client portfolio growth. Known for exceptional relationship building and mentoring, adept at driving both culinary and financial success. Achieves results through creative thinking and attention to detail, ensuring client satisfaction and team development.

Overview

10
10
years of professional experience

Work History

Head Cook

Macleods Restaurant And Lounge
01.2014 - Current
  • Efficiently handled high-volume service periods without sacrificing quality or consistency in food preparation.
  • Managed kitchen staff, ensuring proper training and adherence to safety protocols for a safe working environment.
  • Trained and mentored new staff members in kitchen safety, sanitation, cooking techniques, and to perform various preparation tasks under pressure.
  • Oversaw scheduling, inventory management, and supply ordering to maintain fully stocked kitchen.
  • Mentored junior cooks, fostering professional growth within the team
  • Maintained high standards of cleanliness and sanitation in the kitchen, meeting or exceeding health department requirement.
  • Adhered to strict dietary restrictions when creating customized meal options for guests with allergies or preferences.
  • Enhanced kitchen efficiency by streamlining cooking processes and implementing time-saving techniques.
  • Mentored kitchen staff to prepare each for demanding roles.
  • Collaborated with dining room staff to ensure seamless communication between front-and back-of-house operations.
  • Set up and broke down kitchen for service.
  • Trained and managed kitchen personnel and supervised related culinary activity.

Finacnce Advisor

WFG, World Financial Group
06.2019 - 06.2024
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Assisted clients in navigating life transitions such as retirement, estate planning, or business succession by providing clear guidance and tailored recommendations.
  • Provided market insights and expert advice on portfolio management, enabling clients to make informed decisions about their investments.
  • Developed customized investment portfolios to maximize returns and minimize risk exposure based on individual client needs.
  • Mentored junior team members in best practices for financial advising, contributing to overall team success and development of new talent.
  • Streamlined financial planning processes for increased efficiency, resulting in higher client satisfaction rates.
  • Conducted thorough research on investment opportunities to recommend optimal choices aligned with client goals and risk tolerance levels.
  • Increased assets under management by actively prospecting new clientele and nurturing existing relationships through targeted outreach efforts.
  • Cultivated lasting relationships with clients through regular communication, personalized service, and consistent followup.

Education

Bachelor Of Accounting - Accounting And Finance

Lethbridge College
Lethbridge, AB
04.2019

Skills

  • Meal Preparation
  • Verbal and written communication
  • Food Storage
  • Training and mentoring
  • Staff Management
  • Team Leadership
  • Team Collaboration
  • Coaching and Mentoring
  • Relationship Building
  • Creative Thinking
  • Attention to Detail
  • Workflow Optimization
  • Staff Supervision and Coordination
  • Delegating Work
  • Prioritization and Organization
  • Accounting and bookkeeping
  • Accounts Payable and Receivable
  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Retirement planning
  • Debt management
  • Risk Assessment
  • Client Relations
  • Wealth Management

Languages

English
Native or Bilingual

Timeline

Finacnce Advisor

WFG, World Financial Group
06.2019 - 06.2024

Head Cook

Macleods Restaurant And Lounge
01.2014 - Current

Bachelor Of Accounting - Accounting And Finance

Lethbridge College

Similar Profiles

CREATE PROFILE
Sean Mortensen