Zachary McKibben

Operation Management

United States

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Resume File


Zachary McKibben
2401 Collins Drive, Sidney, Ohio 45365


Summary of Qualifications

Results-driven, detail-oriented, and hardworking professional, interested in pursuing a rewarding position in operations management
to utilize background in financial and business analysis honed from education and hands-on experiences. Recognized for the ability to
thrive under high-pressure and stressful work environments, consistently going above and beyond call of duty to exceed organizational
goals and expectations.


Areas of Expertise

Financial and Cost Analysis
Problem Resolution and Decision-Making
Operations Management
Interpersonal Relationship Skills
Strategic Planning and Implementation
Leadership and Team Building


Professional Experience

Edward Jones – Wapakoneta, OH
Financial Advisor: Mar 2014–Jan 2015
Demonstrated expertise in investment and retirement planning in assisting diverse clients, employing a personal approach to reach
their long-term financial goals
Exemplified interpersonal skills in working closely with clients to identify their investment needs and objectives as well as to
provide the appropriate services aligned to their needs
Expertly utilized a proven business model that required exceptional communication and self-management skills, to provide service to
an average of 25 clients each day
Earned distinction for successfully meeting the organization’s strict requirements; thereby receiving the Triple Crown Award, a
recognition awarded only to less than 10% of advisors throughout the company

LPL Financial Services – Columbus, OH
Financial Advisor Intern: Aug 2013–Dec 2013
Assumed the role of the financial advisor’s shadow, in charge of handling assets worth $50M
Expertly provided objective financial guidance to a wide range of clientele
Took part in client and internal meetings that referenced past, present, and future financial and economic news related to the
markets along with the impacts on clients’ investments
Regularly coordinated with mutual fund portfolio managers to address new investment opportunities


Additional Experience

Miami Control Systems – West Milton, OH
Operations Assistant: Jun 2009–Mar 2014
Proficiently utilized Excel worksheets to monitor the budgets for several projects ranging from $200K to $1M
Proactively involved in purchasing and reviewing of inventory units.
Identified and evaluated plans for errors and provided corrections as needed.
Initiated the development of new procedures for demand planning processes of all direct inventory; which included demand level
analysis, freight cost control, master inventory spreadsheet development, and volume cost analysis.
Conducted analysis of all data, necessary for inventory control through company sales forecasts.
Participated to forecasting and inventory planning meetings with engineering managers; as well as the Sales and Finance departments
in evaluating recommended sales forecasts and inventory goals through monthly Sales and Operations Planning (S&OP) meeting
Oversaw inventory targets which include safety stock levels; formulate, presented, and communicated forecast and inventory
measurements to the Management Team.

Bricks 4 Kidz LEGO® Franchise – Temecula, CA
Operations Manager | Teacher: May 2013–Aug 2013
Spearheaded efforts in developing and implementing a comprehensive business plan which served as the groundwork of successful
business operations
Took full charge of the analysis of weekly sales and expenses worth approximately $1K using QuickBooks


Education and Credentials

The Ohio State University – Columbus, OH
Bachelor of Science in Human Ecology, with Emphasis in Consumer and Family Financial Services: Dec 2013

Edward Jones – Wapakoneta, OH
Series 66 (The Uniform Combined State Law Examination): Jun 2014
Series 7 (General Securities Representative Exam): May 2014


Professional Development

Edward Jones – Tempe, AZ
Financial Advisor Career Development Program
(6-month program aiming to better understand the products, services, regulations of the industry in order to be a successful
financial advisor)

Relevant Courses
Course Introduction | Supply Chain Strategies I: Aligning Strategies; Efficiency and Cost Savings
Supply Chain Strategies II: Responsiveness & Advanced Topics | Internet Technologies and Supply Chain Management | Performance
Measures for Supply Chain Management
Product and Process Design for Supply Chain Management


Technical Acumen

Microsoft Office Suite (Word, Excel, and PowerPoint) – Microsoft Access – QuickBooks – C++ – Java