Heather Litt
Lead Client Service Manager at Annex Wealth Management- Claim this Profile
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Bio
Experience
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Lead Client Service Manager
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Oct 2020 - Present
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Client Service Manager
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Mar 2019 - Sep 2020
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Client Service Associate
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Dec 2017 - Feb 2019
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District Manager Intern
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May 2017 - Jul 2017
-Researched, compiled data, and presented plan to increase sales through superior service and conditions-Coordinated hiring events and screened potential candidates in the job application process-Worked with district and store managers to understand overall store operations
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Networking Director
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May 2016 - May 2017
-Arranged guest speakers for the student chapter meetings and served as a point of contact for all communications-Coordinated visits and tours with area businesses-Maintained positive relations with area business people through a networking role
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Residential Lending Intern
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May 2016 - Aug 2016
-Researched social media marketing for loan officers to create and distribute an instructional deck-Developed and conducted process for builder information searches-Participated in specialized development sessions and volunteer opportunities
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Tutor
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Sep 2015 - Oct 2015
-Trained 7 students in Macroeconomics and Finite Math for Business course material-Professionally addressed and worked through conflicts-Explained, listened, and questioned effectively with client
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Education
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University of Wisconsin Oshkosh
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Waukesha South High School