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AUBREY WILLIS Address 600 N Harbor Blvd Apt 87 La Habra CA 90631 Phone 314 971 5524 Email aubreyewillis gmail com www linkedin com in aubreywillis FINANCE MANAGER Marketing Sales Customer Relations Engagement Social Media Insurance Financial Planning Optimistic performer with diverse public contact experience and proven ability to build quality client relationships Poised persuasive communicator and presenter Patient listener Engaging rapport builder effective in building positive working relationships at all levels based on sincerity accurate needs assessment client commitment and trust Systematic planner adept at creating workflows and processes to optimize success Flexible problem solver Balanced negotiator Organized enthusiastic team contributor with a natural affinity for group projects and creating successful outcomes Technical Strengths Proficient in Microsoft Word PowerPoint Excel OneNote familiar with Adobe Creative Suite social media Facebook Instagram Pinterest LinkedIn and CareZone EDUCATION MS Gerontology University of Missouri St Louis GPA 3 7 December 2015 Coursework Social Aspects of Aging Money Management Educating on Medicare Selling Long Term Care Insurance Building Plans Product Development Sales Healthcare Reform BA Public Relations Webster University GPA 3 5 St Louis MO May 2012 Studied art history and European history at Regent s College London England Service New Student Orientation Leader Peer Mentor First Year Experience Program Volunteer Webster Works Worldwide community service projects 2008 2012 Raised awareness of world poverty hunger and water issues with regular social media Facebook postings 2008 2010 Public Relations Coordinator Delta Phi Epsilon Played a key role in organizing and publicizing recruitment events to establish new social sorority on campus Leadership Recognized with Mark Giovoni Emerging Leader Award based on academics attitude and involvement Elected Director of Public Relations Student Government Association Promoted school spirit and student involvement in the campus governance system Also chaired Communications Committee Presenter Webster University Delegates Agenda Advocated discussed student issues with administrators in an effort to obtain feedback and solutions Student Board of Directors Dining Services PROFESSIONAL EXPERIENCE Licensed Life and Health Insurance Producer EVA MACIAS AND ASSOCIATES LEGACY FULL CIRCLE Whittier CA 9 2016 Present Meet with clients to provide assistance and education regarding their personal finances Offer retirement and healthcare solutions with recommendations to support clients in making informed decisions Educate clients on employee benefits creating a budget understanding Social Security and pensions wealth building create emergency funds asset protection 403 b provider Gather personal information and data from client to synthesize and create personalized financial plan Generate quotes process applications through underwriting process
AUBREY WILLIS  Address  600 N. Harbor Blvd. Apt. 87 La Habra, CA. 90631  Phone  314.971.5524   Email  aubreyewillis gmail....
AUBREY WILLIS Page 2 Work with local school districts to provide information about teacher retirement benefits tax sheltered annuities and maximizing future income Create long term working relationships with clients to instill trust and loyalty with high quality customer service Server BASSO ITALIAN GASTRO PUB St Louis MO 7 2015 9 2016 Participated as a team player while managing a moderate sized server section Provided excellent customer experience and knowledge regarding the unique menu style and portion sizes Educated clientele about hand crafted specialty cocktails and wine list Executed bottle service as well as course table marking Functioned in high speed and intense environment Manage individual section of restaurant with several tables while contributing to team efforts of delivering food and cocktails Explained in detail the unique set up and style of Basso s menu of a shared experience concept Worked directly with chefs to coordinate guest health concerns and safety Managed large parties while maintaining a section take multiple guest orders and send orders to kitchen in timely manner Supported team by running food to guests supporting bar tenders by maintaining a clean service well polished silverware and tableware prepped for turnover Effectively communicated with hosts and managers regarding high profile guests Created a fun exciting and delicious Basso experience with an enthusiastic and upbeat personality Intern MISSOURI CLAIM St Louis MO 6 2015 12 2015 Provided unbiased advocacy education and assistance to seniors eligible for Medicare and those who help them make informed decisions about Medicare and related health insurance needs Helped Missouri residents understand analyze and resolve Medicare issues Educated Missouri residents on health care options and plans Developed individualized plan recommendations based on medication needs Orchestrated enrollment events for Medicare Advantage plans and Medicare Part D plans Designed planned and executed Welcome to Medicare seminar event Created documents useful in obtaining knowledge and feedback from program participants Created multifaceted program component educating social work students on key elements and benefits Activity Director ADAM S PLACE RETIREMENT COMMUNITY Kirkwood MO 6 2012 6 2015 Planned and executed on and offsite activity programming and special events for residents Oversaw scheduling and programming Coordinated employees and vendors Documented projects to assure seamless scheduling and execution Authored monthly electronic newsletter to keep residents and their families informed Conducted property tours for interested prospects Managed sizable budget for crafts materials and food Negotiated vendor pricing Played an integral role in planning and executing marketing and sales events Built and sustained a warm friendly environment and collegial relationships with residents and their families Coordinated transportation for shopping physician visits and other outings Hired teachers seamstresses and other professionals for specific needs and occasions Researched ordered and implemented new in house equipment and technology Advocated for residents intervened in disagreements with staff and other residents Served as pivotal point of contact during administrator s absences responded to onsite emergencies arranged medical intervention communicated with families and facilitated appropriate lifestyle changes Activities Intern
   AUBREY WILLIS   Page 2      Work with local school districts to provide information about teacher retirement benefits, ...
AUBREY WILLIS Page 2 THE WILLOWS AT BROOKING PARK Chesterfield MO 1 2012 5 2012 Participated in planning and executing programs activities and events for an independent living community of 200 residents Solicited involvement in board games movies holiday events birthday parties talent shows and cultural activities offered 3 days week Fostered and established relationships with residents Produced monthly newsletter and flyers advertising upcoming activities movies speakers book club and associated events Delivered instructional presentations on crafts and topical issues Encouraged social relationships to enhance residents mental acuity active lifestyles and overall health Events and Marketing Intern SAINT LOUIS SCIENCE CENTER Saint Louis MO 6 2010 12 2010 Prepared direct mail campaigns advertising the facility for onsite weddings receptions and social events Developed amenity and service packages and facilitated pre event walk throughs for prospective clients Contracted suppliers entertainment and aesthetics Created and delivered gifts to major donors and clients Contributed online content for special exhibit Assisted Events Coordinator in planning events and led breakfast and movie events for small groups coffee and donuts Additional customer service sales and staff training experience with Original Pancake House Clayton MO 2009 2016 VOLUNTEER SERVICE The Shepherd Center of Webster Kirkwood Arranged classes and activities for seniors Fall 2011 Head Start 2008 2009
   AUBREY WILLIS   Page 2   THE WILLOWS AT BROOKING PARK, Chesterfield, MO   1 2012   5 2012   Participated in planning an...