Experience

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  Vector Wealth Management

  • Greater Minneapolis-St. Paul Area

  • Client Services Specialist

    • Feb 2017 - Present
    • Greater Minneapolis-St. Paul Area

    Kate Poley serves as a Client Services Specialist at Vector Wealth Management. She is also a member of Vector’s Client Services Group, which is responsible for the steady maintenance, documentation, and integrity of client accounts.

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  The Sales Board

  • Greater Minneapolis-St. Paul Area

  • Executive Administrative Assistant

    • Mar 2016 - Jan 2017
    • Greater Minneapolis-St. Paul Area

    Sales support for team of 7 that install comprehensive sales initiatives inside organizations to drive revenue and profit.Provided management weekly revenue reports for each salesperson to determine Year to Date sales and percentage to goal. Managed ecommerce orders on actionselling.com and Amazon.com. Initiated daily email correspondence with international leads and managed all referrals. Maintained client information and tutored clients on the applications on the online continued learning website LearningLink™

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  Mueller-Yurgae Associates

  • Minnetonka, MN

  • Sales Support Specialist

    • Jun 2012 - Jan 2016
    • Minnetonka, MN

    Mueller-Yurgae Assoc represents sales of numerous manufacturers (American Licorice, CeDe, Spangler, Lavazza Coffee, Swiss Colony,and Little Duck Organics) across the food/beverage, baby and confections categories at Target Stores. Responsibilities included detailed reporting for each of the manufacturers on a weekly basis. Well versed with all of Target's systems in Partners Online, including MerchIQ, AVP, IMN, PIM, VDT, Accounts Payable and Microstrategy reporting. Other responsibilities included setting up new vendors and items in Targets's system and acting as liaison between our manufacturers and Target Corporation. Other duties include managing chargebacks, reconciling commission statements in MCS, generating labels, ASN's and invoicing via SPS Commerce.

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  AIMIA - Incorporating Carlson Marketing

  • Plymouth, MN

  • Meeting and Event Planner- Contract Position

    • Aug 2011 - Nov 2011
    • Plymouth, MN

    Responsible for coordinating all aspects of the CenturyLink Business Markets Leadership Meeting in Tucson, AZ. Acted as liaison between Account Executive, client, internal support departments and all external vendors. Managed registration and program communications, food and beverage, function space and audio visual production within budget.

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  Carlson Marketing

  • Plymouth, MN

  • Meeting & Event Planner - Contract Position

    • Jan 2011 - Mar 2011
    • Plymouth, MN

    Responsible for the coordination of Executives, Home Office and the South Business Unit attendees for the Walmart 2011 Year Beginning Meeting in Orlando, FL. Coordinated all Corporate Jet itineraries for Executives and relayed that information to internal departments as well as the ground transportation company to assure seamless transfers to area hotels. Also responsible for Catering aspects at four area hotels.

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  Carlson Marketing Group

  • Account Coordinator - Chrysler International

    • Jan 1993 - Jan 1996

    Successfully operated numerous incentive travel programs and motor shows worldwide. Responsible for coordinating all aspects of sold travel programs with clients, internal departments and suppliers. Improved profit through effective purchasing negotiations and effective work habits. Conducted client meetings to review and finalize program details and developed on-going client relations. Wrote travel program copy for letters, social schedules and other support documents by collecting information on destinations, program content and specific client needs. Prepared trip kits with comprehensive scheduling and vendor information for use by Trip Directors. Held pre-program briefing sessions to ensure seamless transfer from operations to on-site.