Experience

• 

  Commonwealth Fincl Group

  • Client Relations Manager
• 

  Commonwealth Financial Group

  • Worcester, MA

  • Client Relations Manager

    • Jul 2015 - Present
    • Worcester, MA

    Assist Kerri Melley, a most professional, dedicated and caring financial advisor, in all aspects of office management and client relations. Marketing, event planning, scheduling and calendar management, office organization and client interaction are of particular interest and specialization.

• 

  Aimtek, Inc.

  • Auburn, MA

  • Inside Sales Account Manager

    • Jan 2012 - Mar 2014
    • Auburn, MA

    Responsible for all direct communication with customers in the aerospace industry including promoting company products and policies, processing of orders and problem resolution. Develop sales communications to promote goals of the company.

• 

  Strategic Financial Partners

  • Worcester, MA

  • Office Manager

    • Nov 2008 - Nov 2010
    • Worcester, MA

    November 2008 ­ November 2010 Assisted top producer team in all aspects of client management and client relations Prepared marketing materials for corporate education meetings and seminars ...

• 

  The Interface Group

  • Needham, MA

  • Financial Analyst

    • Sep 1989 - Oct 2008
    • Needham, MA

    Worked independently to manage client lists focusing on timeliness and efficiency of filings Prepared tax returns and supporting documentation for corporations, partnerships, trusts, individuals and non-profit ...

• 

  Shawmut Bank

  • Consolidations Manager

    • Sep 1984 - Aug 1989

    Prepared annual and quarterly shareholders' reports and Forms 10K and 10Q filed with the SEC Prepared monthly financial statements and earnings reports for Senior Management and Executive Committee ...

• 

  Alexander, Aronson, Finning & Co

  • Staff Accountant

    • Aug 1983 - Aug 1984

    Completed field assignments for client audits of corporations, partnerships and non-profit organizations Prepared and proofread client financial statements prior to issuance to client Organized and prepared clien...