Experience

Essex Partners - a division of Keystone Partners

• United States
• Professional Training and Coaching
• 1 - 100 Employee

• Executive Services Coordinator at Essex Partners

  • Mar 2022 - Present



Usborne Books & More

• Individual and Family Services
• 200 - 300 Employee

• Educational Services Representative

  • Apr 2021 - Present



Poofy Organics

• United States
• Retail Health and Personal Care Products
• 1 - 100 Employee

• Direct Sales Consultant

  • Feb 2019 - Present



Growing Ambition

• Tewksbury, Massachusetts, United States

• Organic Gardening Educator

  • Jan 2019 - Present



Reconditional Love

• Tewksbury, Massachusetts, United States

• Artisan

  • Dec 2014 - Dec 2017



John Hancock Financial Services

• EVP Assistant

  • Jun 2010 - Aug 2012



AXA Advisors

• Branch Marketing Coordinator

  • Feb 2008 - Apr 2010



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Customer Research and Resolution Specialist

  • Jan 2005 - Nov 2007

  Chosen to lead the India migration project to transition 99 Research and Resolution processes to 16 associates onsite in Bangalore India for 2 months. Project work included: Creation of transition project plan encompassing: Timeline, Staffing, Systems, Procedures, Training, and Support. Designed, reviewed and updated processing procedures and training materials required for migration. Acted as a liaison and mediator between the India and US Systems Groups to successfully certify the 31 applications on the Metaframe System required for daily account processing in India. Investigated and resolved complex client, vendor and participant issues while meeting internal and external audit and compliance guidelines. Streamlined the mitigating control process to beat our 2 day deadline to audit 1500 accounts, accomplishing a successful and award winning completion of our external audit requirements. Show less