Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Client Operations Specialist

  • Aug 2021 - Present

  United States

• Client Operation Specialist

  • Aug 2021 - Present

  United States

• Office Administrator

  • Nov 2020 - Aug 2021



Hermle USA, Inc.

• United States
• Machinery Manufacturing
• 1 - 100 Employee

• Administrative Assistant

  • Nov 2018 - Jul 2020

  Franklin, Wisconsin



Carma Laboratories, Inc.

• United States
• Manufacturing
• 1 - 100 Employee

• Executive Assistant

  • Oct 2017 - Nov 2018

  Franklin, Wisconsin



Tech Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Program Manager

  • Nov 2017 - Jun 2018

  Milwaukee, WI



MPI

• United States
• Advertising Services
• 1 - 100 Employee

• Relationship/Program Manager

  • Mar 2017 - Aug 2017

  Grafton, Wisconsin  Served as primary contact for a variety of MPI clients in the Banking, Financial, IT, and Manufacturing verticals  Maintained professional and productive relationship with clients  Conducted weekly client check-in meetings to review program results  Managed a team of Tele Sales Representatives and Lead Generation Specialist  Assisted with periodic employee reviews and development activities for struggling employee’s  Maintained employee’s weekly schedule  Support… Show more  Served as primary contact for a variety of MPI clients in the Banking, Financial, IT, and Manufacturing verticals  Maintained professional and productive relationship with clients  Conducted weekly client check-in meetings to review program results  Managed a team of Tele Sales Representatives and Lead Generation Specialist  Assisted with periodic employee reviews and development activities for struggling employee’s  Maintained employee’s weekly schedule  Support internal sales team with client renewals and ongoing communication  Assisted with onboarding new clients by preparing them for the program process  Recommend products and services to clients based on their needs and interest.  Managed monthly client billing Show less



iStream Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Manager/Sales Support

  • Mar 2007 - Mar 2017

  Sales Support July 2011 – March 2017  Delivered exceptional customer service to strengthen client loyalty  Addressed client questions and concerns about products, prices and availability  Determined the cost and pricing of proposals and bids  Gathered all relevant materials for onboarding and contract approval  Entered all customer information on to our boarding system  Recommended products and services to clients based on their needs and interest  Effectively… Show more Sales Support July 2011 – March 2017  Delivered exceptional customer service to strengthen client loyalty  Addressed client questions and concerns about products, prices and availability  Determined the cost and pricing of proposals and bids  Gathered all relevant materials for onboarding and contract approval  Entered all customer information on to our boarding system  Recommended products and services to clients based on their needs and interest  Effectively controlled the release of proprietary and confidential information to clients  Managed monthly billing and residual payments  Supported internal sales team  Conducted webinars for training  Conducted webinars of products/services for potential new clients  Liaison between IT and client for product integrations Customer Care  Handled high volume of inbound phone calls  Resolved customer issues regarding Social Security benefit payments  Communicated to client’s items needed to complete pending applications  Answered and resolved questions regarding billing and pricing  Trained customers on software program Administrative/Executive Assistant  Managed the reception area, including greeting visitors and responding to telephone and in-person requests for information  Planned meetings and prepared conference rooms  Planned travel arrangements for executives and staff  Organized files, developed spreadsheets, faxed reports and scanned documents  Received and screened a high volume of internal and external communications, including email and mail  Scheduled Board of Director meetings and assisted with meeting materials and agendas  Maintained and coordinated executive and senior management vacations and day to day meetings  Served as a professional representative of the CEO to executive clients, investors and board members  Collaborated with other administrative team members, human resources and the finance department on special projects and events Show less