Experience

• 

  The Warner Companies

  • Director - Private Client
• 

  The Warner Companies

  • United States
  • Insurance
  • 1 - 100 Employee

  • Director - Private Client

    • Oct 2023 - Present

    Primarily responsible for managing our client service and operation team within the investment and insurance Private Client area. Including overseeing onboarding new clientele as well as servicing the firms existing clientele as it relates to the both the investment and insurance lines of business. Maintain and operate performance reporting software (Tamarac), client billing and clients portals. Design and implement new processes and procedures across the company.

  • Associate Director - Private Client

    • Jan 2020 - Oct 2023

    Primarily responsible for managing our client service and operation team within the investment and insurance Private Client area. Including overseeing onboarding new clientele as well as servicing the firms existing clientele as it relates to the both the investment and insurance lines of business. I maintain and operate performance reporting software (Tamarac), client billing and clients portals.

  • Coordinator - Private Client

    • May 2016 - Jan 2020

    Responsible for insurance service and assistance on daily tasks and special projects for the Investment and Planning Department, including client account reconciliations and data management, research and data gathering, maintenance of compliance logs, preparation of materials for client meetings and quarterly statements, and coordination of the annual tax return process.

  • Administrative Assistant/ Receptionist

    • Dec 2013 - May 2016

    Greeting and directing all vistiors, handling incoming calls. Open and distribute mail to appropriate departments, log delivers. Schedules conference rooms reservations and requests. Compiles and distributes mass mailings. Additional special adminstrative projects.

• 

  British Embassy

  • Passport Examiner

    • Jul 2011 - Dec 2013

    Managed and coordinate Passport Clerk to ensure the speed and accuracy of applications. Examined British passport applications to determine British nationality. Analyzed international government documents for fraud. Corresponded with UK Departments and other Global Posts for relative case work. Liaise with customers regarding the status of applications. Used problem solving skills to analyze complex applications. Completed daily clerical duties including fielding phone calls, and responding to written queries

  • Passport Clerk, Escalations Team

    • Jul 2011 - Jun 2012

    Streamline process for escalations service to increase speed by 3 weeks. Trained team of clerks to understand and execute new escalation service. Contact applicants for information pertaining to their applications. Global Correspondence throughout the consular network. Worked with and complied data entry in British government databases and Microsoft Office. Opened and dispatch mail to appropriate departments. Served as accounts payable representative for applicants

• 

  Washington Nationals

  • Game day Ticket Sales

    • Mar 2011 - Sep 2011

    Actively use Tickets.com ticketing systemGame day and advanced ticket salesCash transactions

• 

  Roundtop Mountain Resort

  • Learning Center Information and Sales

    • Nov 2010 - Mar 2011

    Served as customer service representative, greeting and providing guests with information about Learning Center and Roundtop Mountain Resort. Serve as point of contact for an average of 30 customers enrolling in ski school on a daily basis. Manage weekly schedule for students and instructors. Ass...

• 

  York Revolution

  • Client Services Assistant/ Video Board Director

    • Apr 2010 - Oct 2010

    Analyzed, drafted, executed corporate contracts and insure sponsorship elements are in place. Coordinated and advertised weekly sponsored events and giveaways. Created and designed video board commercials and advertisements for in game entertainment and information. Managed complete controls of v...