Kara Stone
Rockford
Summary
Dynamic professional with a proven track record at Wells Fargo Advisors, excelling in financial analysis and client relationship management. Recognized for exceptional teamwork and organizational skills, I effectively streamlined processes, enhancing operational efficiency. Committed to community engagement, I successfully led volunteer initiatives, fostering collaboration and support within diverse teams.
Overview
29
29
years of professional experience
Work History
Sets Team & Greenroom Volunteer
The Studio Rockford
10.2021 - Current
- Volunteer my time to bring their various sets to life by painting and decorating.
- Complete a demanding task list in a short period of time.
- Oversee the actors backstage to make sure they don't miss their cue and their costumes are intact.
Homemaker
Self
04.2009 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Organized and detail-oriented with a strong work ethic.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Proved successful working within tight deadlines and a fast-paced environment.
President
Gregory School PTO, Inc.
11.2017 - 06.2021
- Incorporated the PTO and made it a 501(c)3 Tax Exempt organization.
- Recruited and trained volunteers with over 1,500 volunteer hours documented. I created a volunteer pipeline by using former Gregory students so that parents could be free to enjoy school events with their child.
- Successfully raised over $20,000 per year.
- Efficient in Microsoft and Google applications, like Excel and Google Sheets.
- Led strategic planning initiatives to enhance school community engagement and support programs.
- Fostered collaboration among parents, teachers, and administration to implement effective fundraising activities.
- Developed budgets and financial reports to ensure transparency and fiscal responsibility within the organization.
- Coordinated volunteer efforts to maximize participation in school events and programs for student enrichment.
- Oversaw organizational policies and procedures, ensuring compliance with local regulations and best practices.
- Mentored board members and volunteers, promoting leadership development within the parent-teacher organization.
- Evaluated program effectiveness through feedback mechanisms, leading to continuous improvement of PTO initiatives.
- Prepared annual budget forecasts and monitored performance to meet organizational objectives.
- Monitored financial performance and implemented measures to enforce compliance with budgetary standards.
- Delivered operational excellence by optimizing resources, processes, and overall cost structure.
Financial Associate
Wells Fargo Advisors
03.1997 - 04.2009
- Analyzed financial data to support investment strategies and client recommendations.
- Prepared comprehensive reports on market trends and portfolio performance for clients.
- Collaborated with senior advisors to enhance client relationship management processes.
- Streamlined workflow for processing client transactions, improving efficiency and accuracy.
- Mentored junior associates on compliance procedures and best practices in financial services.
- Led initiatives to improve operational efficiencies in account management and reporting systems.
- Developed training materials to educate staff on new financial products and tools.
- Oversaw risk assessment protocols to ensure adherence to regulatory requirements and internal policies.
- Assisted clients in achieving their financial goals with tailored savings plans and investment strategies.
- Opened accounts for new and existing customers and assisted customers in completing application forms.
- Developed strong relationships with clients through consistent communication and exceptional customer service skills.
- Prepared detailed reports for executive management, highlighting key performance indicators and areas for improvement.
- Provided training to junior associates on industry best practices, enhancing overall team productivity and performance.
- Participated in regular meetings with senior leadership to discuss progress towards company objectives relating to finance and growth.
- Prepared vouchers, invoices, checks, account statements, reports and other records and reviewed paperwork for accuracy.
- Administered account transactions with customers and assisted in generating sales opportunities.
- Developed and maintained database of records to facilitate smooth transactions for financial processes.
- Streamlined internal auditing processes, significantly reducing errors in financial reporting.
- Input financial data and produced reports using internal software and excel.
- Coordinated and planned branch client appreciation events.
Education
No Degree - Business
Rockford University
Rockford, ILSkills
- Positive attitude
- Teamwork and collaboration
- Organized and efficient
- Problem-solving
- Attention to detail
- Team collaboration
- Community service
- Time management
- Adaptability and dependability
- Computer skills
- Customer service
- Community engagement
- Event setup
- Answering phones
- Event planning
- Volunteer recruitment
- Data entry
- Administrative support
Timeline
Sets Team & Greenroom Volunteer
The Studio Rockford
10.2021 - Current
President
Gregory School PTO, Inc.
11.2017 - 06.2021
Homemaker
Self
04.2009 - Current
Financial Associate
Wells Fargo Advisors
03.1997 - 04.2009
No Degree - Business
Rockford University