Experience

Anders CPAs + Advisors

• Accounting
• 200 - 300 Employee

• Strategic Growth Senior Coordinator

  • Jul 2023 - Present

• Strategic Growth Coordinator

  • Jul 2022 - Jul 2023

• Marketing Administrative Assistant

  • Oct 2019 - Jan 2023

  Anders is a single source for accounting and business consulting, specializing in tax, audit, valuation, fraud and forensic accounting, employee benefits and accounting and financial services. We serve privately held companies in the construction, real estate, manufacturing, distribution, health care, entertainment and sports industries. Our clients are also high net worth individuals, professional service firms, and not-for-profit organizations. Anders is affiliated with the Leading Edge Alliance and CPA Associates International. Show less



The Elder & Disability Advocacy Firm of Christine A. Alsop, LLC

• Law Practice
• 1 - 100 Employee

• Client Service Coordinator

  • Mar 2018 - Sep 2019

  The Elder & Disability Advocacy Firm is a private practice law firm specializing in Elder Law and Estate Planning. I, as the client service coordinator, am responsible for all client relations as well as office management. This includes client intake and scheduling, client follow up and resolution, overseeing marketing and educational events, maintaining the company website and social media. client billing and invoicing, referral source information and back up support for paralegals. The Elder & Disability Advocacy Firm is a private practice law firm specializing in Elder Law and Estate Planning. I, as the client service coordinator, am responsible for all client relations as well as office management. This includes client intake and scheduling, client follow up and resolution, overseeing marketing and educational events, maintaining the company website and social media. client billing and invoicing, referral source information and back up support for paralegals.



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Operations Project Specialist

  • Aug 2015 - Jan 2018

  The Private Client Reserve of US Bank is a Wealth Management division catering to affluent clients. The Banking, Investment, Trust and Wealth Managments services are provided to promote an overall and customized portfolio for their clientd to best fit their needs. As the Operations Project Specialist, I was internal support for the four branches of the Private Client Reserve. This included auditing for compliance, preparing data reports, information technology support, departmental growth projects planning and execution, client event planning and procurment, business coninutity planning and onboarding/offboarding employees. Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Service Specialist II

  • Aug 2012 - Aug 2015

  The Edward Jones internal office provides departments to support the Financial Advisors in the field so they can better serve their clients. I specifically worked in the Margin Loans division fielding calls and emails from Finacial Advisors accross the country to support and teach them about this and related products. This included teaching how to best speak to their clients about margin loans as well as calculating margin calls to put client investment portfolios back in good standing. The Edward Jones internal office provides departments to support the Financial Advisors in the field so they can better serve their clients. I specifically worked in the Margin Loans division fielding calls and emails from Finacial Advisors accross the country to support and teach them about this and related products. This included teaching how to best speak to their clients about margin loans as well as calculating margin calls to put client investment portfolios back in good standing.



The Leukemia & Lymphoma Society

• United States
• Non-profit Organizations
• 700 & Above Employee

• Marketing Intern

  • Sep 2011 - Feb 2012

  The Luekemia & Lymphoma Society is a nonprofit organization dedicated to raising funds and awareness for luekemia and lymphoma research. I worked as the Marketing Intern to assist on tasks such as developing partnerships with local business, public relations efforts including press releases and media advories, social media and blog postings, vendor comparisons for cost effectiveness and budget management. The Luekemia & Lymphoma Society is a nonprofit organization dedicated to raising funds and awareness for luekemia and lymphoma research. I worked as the Marketing Intern to assist on tasks such as developing partnerships with local business, public relations efforts including press releases and media advories, social media and blog postings, vendor comparisons for cost effectiveness and budget management.