Dana Wilkes

Vice President - Client Services at Sawyers & Jacobs, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Austin, Texas, United States, US

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5.0

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Neil Stanley

As a speaker in sessions coordinated by Dana, I quickly recognized that Dana was the consummate professional. If she planned it, I could rest assured that we were in good hands. I recall observing that everyone involved clearly respected the preparations and execution of any plans Dana put in place. She is sensitive to individuals while very much intent upon achieving the goals of the group. Dana is approachable, knowledgeable, purposeful, and effective in all she does. Thanks for the help you have given me Dana!

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Experience

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Vice President - Client Services
      • Mar 2023 - Present

    • Client Care Coordinator
      • Feb 2021 - Mar 2023

      Serves as the personal connection and vanguard for the firm’s ongoing quality service program. Involved with client projects on multiple levels, with a high level of focus on reviewing client deliverables to ensure they meet and exceed every professional expectation.

    • United States
    • Banking
    • 1 - 100 Employee
    • Senior Affiliation Manager
      • Jul 2018 - Dec 2020

      Managed, developed and planned conferences for The Affiliation Program, an executive peer group forum for community bank CEOs, Senior Lending Officers, and Technology & Operations Officers that focuses on a free exchange of ideas in a non-competitive environment.Served as the lead onsite conference manager/coordinator for the CEO program, ensuring that needs of these C-suite members were met efficiently and with a personal touch.Managed complex event logistics at renowned US luxury resorts and hotels, including flow of onsite sessions and networking events, coordination with speakers, and quality control/distribution of materials.Maintained customer relationship and meeting management system in Salesforce.com, including custom field development and overall system administration.Contributed written articles and updates for monthly company newsletter (distributed to all clients). Show less

    • Affiliation Manager
      • Jan 2018 - Jun 2018

      Assisted the Associate Director of The Affiliation Program with development, planning and execution of all member events, continuing to serve as the lead onsite contact for the Senior Lending Officer and Technology & Operations Officer programs and training for a more extensive role with the Chief Executive Officer program.Ensured timely creation and distribution of pre- and post-event member communication, to include scheduling and invoicing of membership fees in QuickBooks.Assisted with all aspects of meeting logistics, including complex planning tasks and professional onsite interaction with hotel conference services staff, session speakers, and Affiliation members at event venues.Coordinated and executed mass email campaigns for the Affiliation division.Managed the members of the Affiliation division support team. Show less

    • Affiliation Coordinator
      • Jun 2012 - Jan 2018

      Provided client liaison and administrative support assistance for the Affiliation division, also serving as the lead onsite contact for the Senior Lending Officer and Technology & Operations Officer programs.Coordinated and provided onsite and offsite assistance at events and conferences sponsored by the firm.Designed marketing materials for corporate email and print campaigns, as well as industry publications.Coordinated the layout and distribution of weekly e-newsletters to Affiliation members. Show less

    • Research & Development Coordinator, Risk Management Services
      • Apr 2010 - May 2012

      Provided proposal writing, editing, and contract development and negotiation assistance for Risk Management Services (80+ field consultants).Provided editing and final document layout assistance for client deliverable reports, using secure, encrypted delivery, if necessary.Facilitated web-based surveys for a variety of products and services, to include information security risk assessments, strategic planning, and Board of Directors evaluations.

    • Financial Services
    • 1 - 100 Employee
    • Austin Office Manager, Research & Development Coordinator
      • May 2005 - Apr 2010

      Managed the Austin corporate headquarters, including the support staff, and served as executive assistant to the President of the company. Provided proposal writing, editing, and contract development and negotiation assistance for all company divisions (30+ field consultants). Gathered industry research and articles from available resources and provided daily email research updates to company executives and consultants. Assisted with monthly website article series, to include research, copywriting, and editing. Show less

    • United States
    • Banking
    • 1 - 100 Employee
    • Senior Support Associate
      • Sep 1997 - May 2005

      Served as team leader of administrative support team for the Consulting division (40+ field consultants). Managed consultant proposals and provided editing and document layout assistance for client deliverables. Served as meeting and event planner for the divisions, to include scheduling and coordinating meetings, events, interviews, appointments, and other similar activities for supervisors, which included coordinating travel and lodging arrangements. Served as team leader of administrative support team for the Consulting division (40+ field consultants). Managed consultant proposals and provided editing and document layout assistance for client deliverables. Served as meeting and event planner for the divisions, to include scheduling and coordinating meetings, events, interviews, appointments, and other similar activities for supervisors, which included coordinating travel and lodging arrangements.

    • Education Administration Programs
    • 1 - 100 Employee
    • Secondary Education Teacher
      • Aug 1994 - Aug 1997

      Taught Language Arts classes in the middle and high school, to include an elective in Creative Writing. Taught Language Arts classes in the middle and high school, to include an elective in Creative Writing.

Education

  • Baylor University
    MA, English
    1992 - 1994
  • Baylor University
    BA, English
    1988 - 1992

Community

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