Trip Prindle: Retirement Consultant in York

• Built client relations through longform conversations on their retirement outlook and future. • Worked within a team to meet production goals and create opportunities. • Retained assets through careful education of all available financial options to participants. • Developed an understanding of multiple complex systems and financial products

• Generated reports in SalesForce, detailing clients and their information. • Produced Insurance Illustrations through NYLIC and delivered to clients. • Created file sharing platform for advisor. • Constructed new digital database, consolidating all client information into one location.

• Educated customers on facility, detailing brewing equipment and the distilling process • Generated bottles sales through tastings and other sales strategies • Trained new employees on sales strategy, and touring information • Provided bar service, promoting products, and engaging customers

• Engaged customers both in the store and at off-site tours, educating them on paddleboards and related products, and ensuring their experience reflects our five-star rating. • Lead Merchandising for store front, planned seasonal events and sales • Implemented new scheduling software, leading to greater flexibility both on and off site. • Designed group events ranging from family gatherings of twenty to corporate events with one hundred participants. • Educated new employees on sales strategy, teaching methods, and rental procedures.

Expanded and Clarified Treasurer Capabilities Created a Clear Picture of Past Unpaid Dues Incorporated Alumni into Financial Dealings Created Plan for Collecting Dues Internally for the Future Eliminated Cumbersome Payment Software Saving 12% Annually.

Helped to Expand Book of Business Sales Lead: Built Out Potential New Client Database Arranged Informational Offerings for Potential Clients Assisted in Marketing for New AI Advisor Platform Outbound Sales Calls for Team • Developed Cost Basis Reports Utilized Microsoft Excel Simplified Stock History with Customer in Mind Independently Researched for Missing Stock Info Assisted in Distributing to Clients

• Added new clients to roster through email and telephone marketing. • Built new proposal framework for small business customers. Implemented said plan through the summer, increasing small business interest. • Revamped visual elements of website. Photographed all boards, edited photos, and uploaded them to new digital advertising platform. • Created opportunities for product development in valuable and previously unattainable locations through networking.