Joanna Mosenson
Director of Operations & Business Management at J&G Associates- Claim this Profile
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Bio
Credentials
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Google Analytics Certification
GoogleDec, 2022- Nov, 2024
Experience
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J&G Associates
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United States
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Financial Services
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1 - 100 Employee
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Director of Operations & Business Management
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Feb 2020 - Present
I create and implement business policies, procedures, and strategic plans to ensure the company and its staff members run effectively and efficiently with optimal outcomes. In addition, I am responsible for all of the marketing and technology for the business including managing our CRM system. I create and implement business policies, procedures, and strategic plans to ensure the company and its staff members run effectively and efficiently with optimal outcomes. In addition, I am responsible for all of the marketing and technology for the business including managing our CRM system.
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Jo Mo On The Go Consulting
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Remote
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Founder and CEO
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Feb 2020 - Present
I provide business consulting for small businesses. I help company executives analyze their business goals and plans and then work with them to create procedures, and a strategy to help them reach their goals. We start from the ground up and take a hollistic approach. Prioritizing tasks is key and making sure the most important matters are being addressed first. I have a very people centric approach. I believe companies are only as good as their employees and happy employees produce better results. Show less
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University of South Australia
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Australia
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Higher Education
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700 & Above Employee
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Administrative Assistant: Strategic Partnerships, International Graduate School of Business
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May 2019 - Aug 2019
Worked with course managers, facilitators and corporate clients to manage what was needed for each workshop/course developed for high level CEOs and executives. This included but was not limited to arranging catering, course materials and presentations, technology requirements etc. I also ensured course managers kept on top of their requirements and held them accountable for the tasks required of them. In addition, I created procedures for standards of practice for the executive education department to ensure consistency and efficiency in the courses, the work being done and how strategic partners were being managed. Show less
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AnglicareSA
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Australia
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Non-profit Organizations
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500 - 600 Employee
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Fundraising Assistant
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Nov 2017 - May 2018
Responsible for taking, processing and managing all donations made via the phone, website, email, direct deposits, bank transfers etc. Once donations are received I am responsible for entering them into our system called ThankQ, batching them and making sure the money is allocated to the correct programs or appeals and then generate and send out tax receipts to all donors. Responsible for taking, processing and managing all donations made via the phone, website, email, direct deposits, bank transfers etc. Once donations are received I am responsible for entering them into our system called ThankQ, batching them and making sure the money is allocated to the correct programs or appeals and then generate and send out tax receipts to all donors.
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Make-A-Wish Metro NY and Western NY
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Lake Success, New York, United States
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Wish Coordinator
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Jun 2012 - Aug 2017
Coordinated all aspects of granting wishes to children with life threatening medical conditions including but not limited to transportation, accommodations, medical equipment rentals, creating itineraries, managing staff and volunteers as well as overseeing all of wish day operations. Built and maintained relationships with volunteers, vendors, and medical professionals. Updated and kept current wish records in the online database and equivalent paper files to ensure compliance with National Standards and Chapter guidelines. Trained and delegated wish granting tasks to volunteers, interns, and new staff as well as facilitated in-person and webinar trainings to prospective and current volunteers Show less
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Kutsher's Sports Academy
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United States
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Spectator Sports
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1 - 100 Employee
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Program Director
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May 2011 - Mar 2012
Plan events such as corporate retreats, family reunions, weddings etc., recruit campers, staff members and clients. Plan events such as corporate retreats, family reunions, weddings etc., recruit campers, staff members and clients.
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Education
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Miami University
Bachelor of Science (B.S.) in Athletic Training, Athletic Training/Trainer