Angelica Meister
Waynesboro
Summary
I am looking to be an asset for a fastpaced, high energy working environment that produces exceptional output, and white-glove service to clients and associates while coaching, encouraging and growing as a team. Servant leadership should be an expectation not an exception.
Seasoned Vice President of Operations with proven leadership in overseeing company operations, streamlining processes, and driving business growth. Proficient at implementing operational policies and strategies to achieve organizational goals. Demonstrated ability to lead diverse teams, manage large-scale projects, and improve overall efficiency. Notable success in transforming underperforming operations into successful enterprises.
Overview
22
22
years of professional experience
Work History
VP of Operations/Executive Assistant
Rauch Financial and Rauch Advisory LLC
01.2007 - 01.2022
- Oversaw and managed all Relationships for the success of the firm.
- Led operational strategy for financial services and advisory functions.
- Streamlined processes to enhance efficiency across multiple departments.
- Oversaw compliance with industry regulations and internal policies.
- Developed training programs for staff to improve operational competencies.
- Collaborated with executive leadership on strategic planning initiatives.
- Maintained regulatory processes, completed pre audits for agents to maintain all SEC regulations, onboarding all Registered Representatives, created and executed contracts with brokerage firms, financial institutions and service firms to support our CEO and organization growth.
- Maintained all advisory licenses and compliance for all agents, completed audits of procedures, and was the Point of contact for all agents, regulators, and A+ high net worth clients.
- Helped create the CEO's book of business of over $30 million, oversaw all ACATS and transfers, respecting ERISA rules where applicable.
- Maintained all firm budgeting, profit and loss, and sales tracking as well as managed commissions for distribution.
Manager/Traveling Trainer
L.A. Weight Loss Center
01.2000 - 01.2006
- Began as a counselor then worked my way to Training Manager, Assistant Manager and finally Manager/Traveling Trainer.
- Responsible for record sales production and building a team that pushed profits to the #5 center in the country within a year.
- I was then tasked with traveling to other centers to train, restructure and promote sales, productivity and morale.
- Oversaw daily operations of weight loss programs and client services.
- Managed staff training to enhance service delivery and client engagement.
- Coordinated client assessments to tailor weight loss plans for individual needs.
- Implemented health and nutrition workshops to educate clients on healthy living.
- Monitored compliance with health regulations and company policies in all operations.
- Facilitated team meetings to address challenges and improve service quality.
- Monitored staff performance and addressed issues.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Coached, mentored and trained team members in order to improve their job performance.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Trained employees on additional job positions to maintain coverage of roles.
Education
High School -
Chancellor High School
01.1994 - 01/1998
Skills
- Regulatory compliance
- Operational strategy
- Training development
- Process optimization
- Relationship management
- Strategic planning
- Team leadership
- Sales tracking
- Customer engagement
- Conflict resolution
- Effective communication
- Problem solving
- Performance monitoring
- Audit preparation
- Strategy development
- Operations management
- Organizational development
- Business process reengineering
- Leadership training
- Budget control
- Operations oversight
- Strategic planning and execution
- Cost analysis and savings
- Cross-functional team management
- Performance analysis
- Business development
- Succession planning
- Growth management
- Business administration
- Vendor management
- Excellent communication
- Adaptability and flexibility
- Recruitment
- Contract negotiation
Hobbies and Interests
- Traveling
- Volunteering
- Watching my son play soccer
Specialty Clerical
- Answering phones
- Schedule appointments
- Manage travel
- Maintaining filing systems
- Inventory
- Editing correspondence
- Scheduling and confirming events, appointments and calendar
Timeline
VP of Operations/Executive Assistant
Rauch Financial and Rauch Advisory LLC
01.2007 - 01.2022
Manager/Traveling Trainer
L.A. Weight Loss Center
01.2000 - 01.2006
High School -
Chancellor High School
01.1994 - 01/1998