Hailey Moskowitz

Advisor Relationship Management Support Associate at Capital Wealth Planning, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Naples, Florida, United States, US

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Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Advisor Relationship Management Support Associate
      • May 2023 - Present

  • Catstealers LLC
    • Naples, Florida, United States
    • Sales Order Coordinator
      • Jun 2021 - Present

      ● Point of contact for customers regarding sales orders and requests ● Ensure accuracy in drafting and inputting purchase orders ● Serve as a liaison for coordinators of multiple projects to ensure purchasing goals and timelines are met ● Maintain organization and accuracy of customer relationship management database. ● Point of contact for customers regarding sales orders and requests ● Ensure accuracy in drafting and inputting purchase orders ● Serve as a liaison for coordinators of multiple projects to ensure purchasing goals and timelines are met ● Maintain organization and accuracy of customer relationship management database.

    • United States
    • Real Estate
    • 100 - 200 Employee
    • Notary Support Analyst
      • Jun 2022 - Nov 2022

      Coordinated communication between over 500 clients and agents daily Accelerated the input of data in an efficient and organized manner through the use of Customer Relationship Management software Analyzed and corrected more than 200 contracts and legal documents daily Trained new employees in using company software, Snapdocs and customer service to increase quality and efficiency Coordinated communication between over 500 clients and agents daily Accelerated the input of data in an efficient and organized manner through the use of Customer Relationship Management software Analyzed and corrected more than 200 contracts and legal documents daily Trained new employees in using company software, Snapdocs and customer service to increase quality and efficiency

    • United States
    • Retail
    • 700 & Above Employee
    • Barista
      • Apr 2019 - Aug 2021

      Demonstrated teamwork skills while maintaining quality and efficiency in food and beverage preparation Maintained a clean and cheerful environment while interacting with customers and performing cash management duties Trained new hires on beverage and food preparation routine Demonstrated teamwork skills while maintaining quality and efficiency in food and beverage preparation Maintained a clean and cheerful environment while interacting with customers and performing cash management duties Trained new hires on beverage and food preparation routine

Education

  • Florida Gulf Coast University
    Bachelor of Arts - BA, Integrated Studies
    2019 - 2023

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