Experience

Cornerstone Financial Partners, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Client Services Manager

  • Feb 2017 - Present

Raymond James
• United States
• Financial Services
• 700 & Above Employee
• Client Services Manager

  • Feb 2017 - Present


Law Office of Julie Low, PLLC

• Client Services Manager

  • Jun 2012 - Sep 2016

  Managed full array of services for over 75 clients at any given time. Maintained constant communication and follow up with clients from initial intake to matter closing. Created and distributed documents and correspondence. Ensured the smooth operation and organization of 1200 square foot office. Acted as liaison with external contacts, including referral sources and vendors. Ensured accuracy of checking accounts and monitored accounts payable and receivable records. Managed full array of services for over 75 clients at any given time. Maintained constant communication and follow up with clients from initial intake to matter closing. Created and distributed documents and correspondence. Ensured the smooth operation and organization of 1200 square foot office. Acted as liaison with external contacts, including referral sources and vendors. Ensured accuracy of checking accounts and monitored accounts payable and receivable records.



Siemasko + Verbridge

• United States
• Architecture and Planning
• 1 - 100 Employee

• Operations Manager

  • Sep 2010 - Sep 2011

  Ran the firm's operations while preventing 'death by 1000 cuts' for the firm's Principals and design staff. Ensure all operations run smoothly. Oversee all IT and HR functions, as well as facility mananagment. Ran the firm's operations while preventing 'death by 1000 cuts' for the firm's Principals and design staff. Ensure all operations run smoothly. Oversee all IT and HR functions, as well as facility mananagment.



Bass River Golf Management

• General Manager

  • Apr 2008 - Nov 2009

  Managed all operations of the Beverly Golf & Tennis Club which included an 18-hole municipal golf course, 10 outdoor, clay tennis courts, 60-seat pub, 35-seat Italian restaurant and function facilities for up to 180 guests Hired and supervised 7 department managers including Director of Golf, Director of Tennis, Golf Course Superintendent, Function Manager; Created annual budget with focus on income enhancement and cost control Facilitated the addition of a 35-seat Italian restaurant opened in October 2008 Facilitated the promotion, marketing and advertising for all areas Attended networking events to promote the club Served as a liaison between Bass River Golf Management and the City of Beverly Handled all human resource responsibilities for staff of 50+ Maintained all operating systems including member management software, voice mail, credit card processing, restaurant software and club website Liaison to vendors to facilitate repairs as needed Supervised a summer intern in summer of 2008 and fall of 2009 Streamlined communication systems including phones, cable and internet Published monthly newsletters Show less



Bass River Tennis Club

• Spectator Sports
• 1 - 100 Employee

• Manager

  • Nov 1997 - Apr 2008

  Responsible for all operations of a 10-court, indoor tennis facility Hiring, training and firing of 20+ employees including tennis staff, member service representatives, maintenance staff, nursery staff and office staff Created annual budget with focus on income enhancement and cost control Facilitated addition of a 2-court tennis building in August 2003 Published 8 newsletters per year Implemented the addition of state of the art membership management software and an on line booking system Maintained all operating systems (voice mail, website, software and hardware) Liaison for all outside vendors (i.e. cleaning company, electricians, plumbers, HVAC, vending, phones, security company) Maintained inventory for pro shop and vending machines Promoted and maintained memberships and good public relations Maximized court usage Club security and safety implementation (CPR, liaison to insurance liability company, maintain visual inspection and snow removal logs, etc) Show less



Tara Club at Sheraton Hotel Braintree

• Manager

  • Apr 1997 - Nov 1997

  Managed all operations of a 500-member health club located in the former Sheraton Tara Hotel in Braintree, MA. Facilities included indoor and outdoor pools, fitness, racquetball courts and aerobics studio. Managed all operations of a 500-member health club located in the former Sheraton Tara Hotel in Braintree, MA. Facilities included indoor and outdoor pools, fitness, racquetball courts and aerobics studio.



Manchester Athletic Club

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Assistant Manager

  • Mar 1986 - Apr 1997

  I worked as a liaison between the general manager and 8 department managers to ensure the smooth operation of a 2000-member, multi-recreational facility that included tennis, fitness, aerobics, basketball/volleyball court, indoor and outdoor pools, food service and a nursery. Hired/trained all front desk staff to provide exemplarily member service. Published a monthly newsletter to keep all members informed of the latest activities and events. I worked as a liaison between the general manager and 8 department managers to ensure the smooth operation of a 2000-member, multi-recreational facility that included tennis, fitness, aerobics, basketball/volleyball court, indoor and outdoor pools, food service and a nursery. Hired/trained all front desk staff to provide exemplarily member service. Published a monthly newsletter to keep all members informed of the latest activities and events.


King's Grant Inn
• Wedding Reception Coordinator

  • Jan 1986 - Jan 1990

Pinebrook Country Club
• Canada
• Wellness and Fitness Services
• 1 - 100 Employee
• Banquet Services

  • Jan 1983 - Jan 1986