Roberto Moran

B.A. in Anthropology

San Diego, California, United States

About

I have had a lot of hands on experience in working as a team and hearing everyone’s perspective from my many volunteering opportunities. These experiences having certain responsibilities. Like applying teamwork and having to be adaptable to every single person in attendance at a specific given event as everyone is different. My writing skills, curiosity of the world and perseverance to answer all of my unanswered questions among other skills would make me an ideal candidate for a position in your company. I am a hard working, determined, and very organized individual who will do my part to meet the needs of what I am expected to do as a part of this establishment while representing your company and everything it stands for with nothing other than the utmost professionalism and respect.

Experience

  • Recovery Coach at Crestwood Behavioral Health, Inc.
    Mar 2025 - Present · 1 yr 4 mos

    Responsibilities include monitoring and communicating with clients Provided rehabilitation groups under supervision Supported client ADLs if needed Assisted in crisis intervention. This is a critical part of the team that ensures proper care for our clients, which includes appropriate documentation per policies and procedures. Maintained client confidentiality and adhered to HIPAA guidelines. Supported clients with compassionate, empathetic face-to-face counseling. Displayed sensitivity to the cultural and linguistic needs of clients and families served. Provided counseling and support to clients with drug and alcohol abuse issues. Provided comprehensive case management services, created treatment plans, and connected clients and families to appropriate resources. Developed and implemented individualized treatment plans.

  • Licensed Financial Professional at World Financial Group (WFG)
    Sep 2024 - Oct 2025 · 1 yr 2 mos

    Generated sales through phone calls and emails with a variety of clients. Managed quality communication, customer service, and product representation for each client. Recommended, selected, and helped customers decide on a product based on their needs and desires. Furnished requested financial data and reports to auditors, regulators, and investors, and prepared analysis to support risk management. Initiated conversations with clients to uncover financial needs, cross-sell products and services, and make referrals to business partners to meet sales goals. Met with customers to provide information about available products and policies. Analyzed customer needs to provide customized insurance solutions. Analyzed risk factors to recommend appropriate coverage levels. Worked with the sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas. Took special orders in person and over the phone to generate sales. Generated leads for new sales through references provided by previous satisfied customers. Generated a high volume of referrals. Informed customers of special sales. Executed financial assurance audits and implemented new control points and metrics

  • Sales Representative at Vector Marketing/Cutco Cutlery
    Aug 2024 - Oct 2025 · 1 yr 3 mos

    Generated sales through phone calls and emails with a variety of clients. Managed quality communication, customer service and product representation for each client. 3 day training seminar Achieved $2,300 in sales within a two week time period. Recommended, selected and helped customers decide on a product based on their needs and desires. Took special orders in person and over the phone to generate sales. Generated leads for new sales through references provided by previous satisfied customers. Generated high volume of referrals. Informed customers of specials sales.

  • Front Desk Agent at Motel 6
    Jun 2022 - Jun 2025 · 3 yrs 1 mo

    Welcomed customers and answered their questions in a friendly manner. Handled phone calls, messages, and check-ins/outs. Processed payments accurately and dealt with complaints politely. Provided information about hotel services and local attractions. Kept the lobby clean and maintained records of guest transactions. Managed reservations, handled cash, and worked with the team to ensure smooth operations. Monitored security cameras, performed light housekeeping, and collaborated with housekeeping and maintenance staff to resolve issues.

  • Cashier at Rubio's Restaurants, Inc.
    Jun 2022 - Jan 2024 · 1 yr 8 mos

    Operated the cash register or POS system to process payments by cash, check, or credit card. Handled payments, issued receipts, and provided change. Answered customer questions and provided store information. Kept areas clean and organized for efficiency. Worked with front-end staff and trained new team members. Maintained store appearance by arranging and restocking displays. Provided information on products, sales, and promotions. Assisted with purchases, signed customers up for rewards, and used suggestive selling techniques.