Christa Repas
Director of Operations at Wernick Spear Wealth Managers | Financial Planning, Business Operations Management
- Role
- Director of Operations at Wernick Spear Wealth Managers
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Christa Repas
I work with individuals and families to bring clarity, structure, and confidence to their…
Experience
Director of Operations
Jul 2019 — Present · Cleveland/Akron, OH, US
Strong focus on the intersection of operations and business strategy with the goal of optimizing workflows, reducing costs, and enhancing the overall operational performance of the firm-Oversee day-to-day management, identify areas of process enhancement, and drive business efficiency-Develop, implement, and monitor processes that align with the firm’s objectives, are compliant with industry regulations, and are scalable for future growth-Ensure effective recruiting, professional development, performance management, as well as onboarding, client satisfaction and business retention-Build and maintain a highly inclusive culture that allows team members to thrive and that organizational goals are met.
Education
Kaplan University
CFP® - CERTIFIED FINANCIAL PLANNER™
2016 — 2017
Syracuse University - Maxwell School
Bachelor of Arts - BA
2009 — 2013
Syracuse University
Bachelor of Arts - BA
2009 — 2013
Skills
- Investment Strategies
- Alternative Investments
- Fixed Income
- Retirement Planning
- Microsoft Office Suite, Spss
- Client Relations
- Data Analysis
- Community Outreach
- Asset Allocation
- Mutual Funds
- Insurance
- Equities
- Social Media Marketing
- Etfs
- 401k Rollovers
- Strategic Communications
- Financial Services
- Debt Management
- Estate Investment Planning
- Networking
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