Kate DeForest

Office Manager at Financial Voyages
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Contact Information
us****@****om
(386) 825-5501
Location
Collegeville, US
Skills

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Bio

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Experience

  • Financial Voyages, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Office Manager
      • Feb 2006 - Present

      Harleysville, PA My primary role is office manager, directing and monitoring workflow and processes from the advisor team to our administrative team. Monitoring the aesthetic needs of the office. I oversee all aspects of marketing our company to our clients and the public - educational events, social media, client appreciation events, print materials, etc. I maintain records for our company to satisfy our broker/dealer's compliance requirements.

Education

  • Eastern University
    Bachelor of Arts (B.A.), Organizational Management
  • Goldey Beacom College
  • Manheim Township

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