Shani Crookshanks
Senior Vice President, Associate Resident Director, Senior Portfolio Advisor
- Role
- Associate Resident Director, Senior Vice President at Merrill Lynch
- Location
- Visalia, CA, US
- LinkedIn followers
- 500 followers
About Shani Crookshanks
I am passionate about helping people and businesses achieve their goals through effective plans and strategies. As a Merrill financial advisor, I help my clients create comprehensive goals-based plans, tailored to their individual needs, risk tolerances and time horizons. As their circumstances and goals change over time, I strive to ensure that the strategy stays aligned with their end goal, giving them confidence and freedom to enjoy the lives they\'ve worked for. In this, I make a powerful difference in their lives. The 23 years I spent in the produce industry have given me an appreciation for well thought out goals and strategy, relying on the right sources for information, consistent execution, course-correction as needed - because no season is ever alike - and for regular reviews of results - to make the next season even better. I also learned the value of working with people I trust and respect. The six years I spent as a child living in South America taught me the value of respecting others despite the differences, and gave me a bit of an adventurous spirit, especially when it comes to trying new things, like wine & food! Lately, I\'ve been trying my hand at golf. Trying is the operative word. My first goal is to become passable enough to be able to play with others, and then to play well. I hear can be a lifelong struggle!
Experience
Associate Resident Director, Senior Vice President
Sep 2018 — Present
Education
Arizona State University
Bachelor's Degree
1987 — 1992
Thunderbird School of Global Management
Masters of Business Administration, MBA
1992 — 1993
Skills
- Business Strategy
- Account Management
- Microsoft Office
- Sales
- Logistics Management
- Food Safety
- Retail
- Agribusiness
- Food Industry
- Grocery
- P&L
- Fruit
- Management
- Team Building
- International Business
- P&L Management
- Agriculture
- Research Projects
- Marketing
- Logistics
- New Business Development
- Export
- Microsoft Excel
- Forecasting
- Continuous Improvement
- Supply Chain Management
- Fresh Produce
- Market Planning
- Strategic Planning
- Microsoft Publisher
- Sales Operations
- Customer Service
- Sales Management
- Pricing
- Supply Chain
- Product Development
- Spanish
- Business Planning
- Operations Management
- Cross-Functional Team Leadership
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