Kennedy Gerard
Finance-focused professional with experience in financial planning, cash-flow management, business operations, and investment analysis
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About
Finance-focused professional with experience in financial planning, cash-flow management, business operations, and investment analysis. Small-business owner with hands-on experience managing pricing, revenue, expenses, invoicing, and financial decision-making. Creator of Saverr, a financial planning application designed around paycheck-based bill allocation and cash-flow forecasting.
Self-directed investor utilizing long-term investment and swing options strategies. Currently pursuing a Bachelor of Science in Management with a Minor in Finance and seeking an opportunity to apply analytical, Excel, and business skills within the financial industry.
Experience
Executive Service Representative at Terminix Pest Control Company (2025-09 – Present)
Promoted based on strong KPI performance and quality evaluation scores. Support customer account management with a focus on accuracy, documentation, service planning, and retention strategy.
- Process account updates, service changes, and payment activity with precision
- Research and resolve account discrepancies through CRM documentation
- Communicate plan options while maintaining strong service standards
- Achieve consistent retention performance by providing solution-based support
- Work with internal teams to ensure accurate customer account continuity
Sales Representative at Terminix Pest Control Company (2022-04 – 2025-09)
Consistently exceeded performance expectations and ranked as a top producer on the company. Maintained high ISQ quality scores while achieving strong monthly revenue results.
- Averaged $147,000 in monthly sales while maintaining above-target ISQ performance
- Maintained client relationships and provided service guidance based on needs
- Entered lead data with high accuracy in Mission CRM
- Supported appointment coordination and follow-up process
- Met and exceeded weekly performance goals in customer outreach and lead generation
- Ranked in top tier for productivity among team members
Personal Assistant at Life Matters Counseling (2020-10 – 2021-08)
- Organized schedules, documents, and communication for business operations
- Maintained confidential client records and documentation accuracy
- Improved office organization and workflow process
- Provided administrative support with attention to detail and time management
Administrative Assistant at Worrell Brothers Production Company (2019-07 – 2020-09)
- Performed high-volume data entry and documentation
- Maintained records and organized company documents
- Coordinated office communications and scheduling
- Provided reliable support in a fast-paced team environment
Front End Team Lead at Target (2017-10 – 2019-07)
- Led front-end team operations and coached new employees
- Handled customer escalations and resolved service-related issues
- Organized daily responsibilities to maintain efficiency and accuracy
Education
Bachelor of Science in Management - Minor in Finance – Athens State University (2027)
Some college in Psychology – University of Louisiana at Monroe
