Experience

Commonwealth Financial Group

• United States
• Financial Services
• 100 - 200 Employee

• Client Relations Manager

  • Jul 2015 - Present

  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. 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

  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. 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

• United States
• Financial Services
• 1 - 100 Employee

• Office Manager

  • Nov 2008 - Nov 2010

  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 Executed client service model through various mailings, event planning and coordination Identified marketing event opportunities within the community Promoted effective utilization of technology tools to assist representatives in their practice Ensured Worcester office met or surpassed company standards for compliance Assisted Director of Recruiting with all aspects of scheduling for interviews and performed due diligence process for prospective candidates



The Interface Group

• Needham, MA

• Financial Analyst

  • Sep 1989 - Oct 2008

  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 organizations Filed tax returns electronically and via traditional methods Prepared correspondence with Federal and state tax agencies on behalf of clients Professional interaction with owners and partners of company and other non related clients



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 Prepared special projects in concert with Budget and Audit departments 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 Prepared special projects in concert with Budget and Audit departments



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 client tax returns 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 client tax returns