Maddie Dean
@maddiedean
I manage financial services operations and trusted relationships for 200+ families.
United StatesWhat I'm looking for
I manage financial services operations and client support for more than 200 active families at Community Financial Group and Financial Community Educational Funding Services.
As the primary FAFSA Coordinator, I guide families from documentation through submission and follow-up while coordinating college planning, retirement planning, insurance, and administrative processes. I maintain confidential records and workflows in Wealthbox CRM, manage executive calendars, and resolve incomplete client information accurately.
I'm licensed in Life and Health insurance and write indexed universal life and annuity products. My earlier Starbucks leadership experience strengthened my ability to lead high-volume operations, train teams, manage inventory and cash procedures, and deliver responsive customer service.
Experience
Work history, roles, and key accomplishments
Director of Financial Services
Community Financial Group & Financial Community Educational
Jun 2024 - Present (2 years 3 months)
Established strong relationships with key clients, overseeing financial services operations for over 200 active families. Managed executive calendars, coordinated financial planning processes, and served as primary FAFSA Coordinator guiding families through the financial aid application process.
Led daily operations in a high-volume customer service environment, ensuring service quality and operational standards. Managed cash handling, inventory, and staff allocation during peak hours while enforcing company policies and compliance.
Trained new baristas in beverage preparation and customer service best practices. Developed comprehensive knowledge of coffee beans, brewing methods, and flavor profiles to enhance customer experience.
Operated and maintained commercial espresso machines and brewing equipment to ensure consistent product quality. Created customized coffee drinks and maintained cleanliness and organization in compliance with health and safety regulations.
Education
Degrees, certifications, and relevant coursework
South Piedmont Community College
Associate of Arts, Business Administration and Community Entrepreneurship
2021 - 2022
Grade: Summa Cum Laude
Activities and societies: Dean's List
Earned an Associate of Arts in Business Administration and Community Entrepreneurship, graduating Summa Cum Laude and making the Dean's List.
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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