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Kennedy Gerard

Kennedy Gerard

Finance-focused professional with experience in financial planning, cash-flow management, business operations, and investment analysis

Talent
Round RockMember since September 26, 2026
Expense TrackingForecastingBusiness OperationsDocumentationCommunicationOrganizationTime ManagementFundamental Analysis
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Expense TrackingForecastingBusiness OperationsDocumentationCommunication

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

Skills

cash-flow managementbusiness operationsand investment analysis

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