Experience

• 

  Morgan Stanley

  • Michigan, United States

  • Registered Client Service Associate

    • Apr 2022 - Present
    • Michigan, United States

• 

  Ancora Holdings Group

  • Bloomfield Hills, MI

  • Vice President, Client Operations

    • Mar 2018 - Mar 2022
    • Bloomfield Hills, MI

• 

  Prudential Financial

  • Troy, MI

  • Financial Services Professional

    • Aug 2017 - Mar 2018
    • Troy, MI

    -Consulted with clients regarding their financial goals and to gather information.-Analyzed client financial information provided.-Collaborated with joint work partners to develop financial plans.-Presented financial plan recommendations utilizing illustrations and product marketing brochures which include life insurance, annuities, IRA’s and 529 plans. -Designed a strategic marketing plan to penetrate target markets including social media and pre-approved marketing pieces (personal brochure, banner ads, on-line posts). -Analyze pipeline to forecast weekly, monthly, and quarterly sales.

• 

  New York Life Insurance Company

  • Southfield, MI

  • Agent

    • Nov 2016 - Aug 2017
    • Southfield, MI

    -Met with clients and discussed financial goals.-Gathered financial information and reviewed with supervisor.-Created and presented illustrations to aid in making insurance/financial recommendations.-Explained policy features, benefits and additional options.-Assisted clients in the application process.-Requested medical exams from outside vendor.-Worked with underwriting.-Delivered policies.

• 

  Media Assembly

  • Southfield, MI

  • Executive Assistant / Office Manager

    • May 2016 - Jul 2016
    • Southfield, MI

    -Supported multiple SVPs and Managing Partner including handling travel arrangements and completing/submitting expenses-Maintained company org charts-Managed day-to-day operations of the office including monitoring and ordering office supplies, approving and submitting invoices for payment, submitting work requests for office maintenance, shipping letters and packages-Managed vendor and service contracts-Managed relationships with vendors, service providers and building management-Collaborated with agency recruiter to schedule interviews-Prepared and organized new-hire needs including computer and log-in set-up, seating arrangements and supplies-Scheduled vendor lunch and learns and other various vendor meetings and events-Assisted in setting up vendor presentations-Resolved audio/visual equipment issues in conference rooms-Maintained meeting and OOO calendars-Facilitated catering for in-office events/meetings

• 

  Doner

  • Southfield, MI

  • Executive Assistant / Budget Coordinator / Account Executive

    • Feb 2012 - Nov 2015
    • Southfield, MI

    - Developed and tracked broadcast, print and digital projects from forecast through execution including managing project work starts with all appropriate teams and developing and maintaining project timelines. - Assisted SVP, Director of Operations with organization of on-going agency process sessions including scheduling of meeting rooms, preparing and organizing session specific documents, and updating/tracking session topics. - Created and managed status report and hot list updates and meetings.- Managed internal and external communications including memos and conference reports.- Analyzed competitive reports. - Managed and prepared year-end hours and donated services reports.- Worked with media, creative and production teams to complete projects.- Monitored client budgets including forecasting and tracking spend. - Managed and maintained the distribution of monthly billing documents such as invoices, memos, and billing summaries to clients.- Collaborated with departments to track and report studio revenue and project fees.- Managed client budgets for multiple accounts including monthly reviews and tracking of pre-bills and budgets independently, coordinated with necessary team members to confirm accuracy of invoices and costs and ensured that financials adhered to procedures and regulations.

• 

  Kaufman Insurance and Financial Group

  • Southfield, MI

  • Administrative / Financial Assistant

    • Apr 2011 - Feb 2012
    • Southfield, MI

    - Supported financial advisors in interoffice duties including generating health, life, and long term care insurance quotes and transactions, preparing and processing forms/documents, generating invoices, and possessing knowledge of basic insurance policies and procedures. Also, worked closely with other financial institutions to maintain and service client policies and financial needs. - Worked as a project manager overseeing the marketing materials for various insurance products offered in the agency including postcards and informational brochures.

• 

  Doner Advertising

  • Southfield, MI

  • Executive Assistant / Budget Coordinator

    • Jul 2006 - Apr 2011
    • Southfield, MI

    - Assisted departmental EVP with both internal and external functions including the management of organizing meetings, team travel arrangements and expense reports, development of PowerPoint presentations, preparation of organizational charts and related staffing documents, management of departmental supplies, plus distribution of departmental payroll and expense checks. - Assisted department teams with internal and external functions including creating seed lists, typing of scripts/copy decks, proof-reading of key advertising documents, maintaining and distributing hot lists. - Managed client budgets for various accounts including monthly reviews and tracking of job jackets and budgets with teams, collaborated with appropriate departments to confirm accuracy of invoices and costs and ensured that financials followed agency procedures and regulations.- Participated in various agency teach-outs for personal advancement including media, broadcast, print and digital classes.

• 

  Ajilon Professional Staffing

  • Southfield, MI

  • Administrative Assistant

    • Apr 2006 - Jul 2006
    • Southfield, MI

    -Managed data development, data entry and data analysis.

• 

  Insurance Advisors, Inc. Commerce

  • Commerce Twp, MI

  • Customer Service Representative

    • Jul 2005 - Dec 2005
    • Commerce Twp, MI

    -Direct contact with Clients including securing insurance quotes, presenting auto, home, and boat insurance options and the processing of customer claims.

• 

  Wolfpoff & Abramson

  • Senior Paralegal

    • Jan 2005 - Jun 2005

    -Negotiated and settled debts, coordinated docket, recommended courses of action to attorneys, and prepared pleadings for court.