Experience

Moran Wealth Management®

• United States
• Financial Services
• 1 - 100 Employee

• Human Resource and Finance Officer

  • Mar 2023 - Present

• Human Resource Officer

  • Feb 2023 - Present

• Human Resource Officer and Client Associate

  • Aug 2022 - Feb 2023



Process Research & Optimization

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Director, Marketing and Sales

  • Jan 2022 - Aug 2022

  • Creating strategies to generate traffic and attraction to PRO • Collaborating and supervising social media sites • Managing and ensuring the successful distribution of marketing campaigns • Reviewing content for company website, social media and SharePoint sites • Forming strategic relationships and partnerships with vendors • Establishing and continuously managing marketing budget • Measuring and providing reports on performance of marketing campaigns • Executing new… Show more • Creating strategies to generate traffic and attraction to PRO • Collaborating and supervising social media sites • Managing and ensuring the successful distribution of marketing campaigns • Reviewing content for company website, social media and SharePoint sites • Forming strategic relationships and partnerships with vendors • Establishing and continuously managing marketing budget • Measuring and providing reports on performance of marketing campaigns • Executing new intellectual property by working with operational directors and sales executives • Supporting and monitoring knowledge database for sales development calls • Reviewing and executing Master Service and Statement of Work Agreements • Gathering and submitting procurement packages and coordinate vendor systems • Facilitating teams in order to meet marketing needs • Monitoring Sales Pipeline for accuracy of prospect information • Strategically automating processes with the use of Salesforce • Responsible for all administrative tasks relating to the close of new business • Established and streamlined roles and responsibilities for direct reports • Finalized Management Reporting Tracker to track sales performance and revenue

• Director, Shared Services

  • Sep 2019 - Jan 2022

  • Led entire hiring process from beginning to end • Accountable for job descriptions, recruiting pipeline, and corporate policy maintenance • Executed and developed succession planning • Responsible for international transactions regarding taxation, work-visas, and travel for our employees • Developed partnerships with college universities to recruit talent • Managed Human Resource related concerns • Continuously developed and provided training to new hires and… Show more • Led entire hiring process from beginning to end • Accountable for job descriptions, recruiting pipeline, and corporate policy maintenance • Executed and developed succession planning • Responsible for international transactions regarding taxation, work-visas, and travel for our employees • Developed partnerships with college universities to recruit talent • Managed Human Resource related concerns • Continuously developed and provided training to new hires and all team members • Focused on developing technology solutions that helped our team-oriented environment • Worked directly with managing partners to execute organizational strategies to build our project teams • Performed corporate insurance and accounts receivable audits while monitoring record-keeping • Assisted in payroll transactions, including tracking and review of commissions and bonuses, stipends, expense reimbursements, and benefits deductions • Processed and administered corporate and employee insurance renewals • Completed yearly 401k compliance testing and account maintenance • Responsible for Accounts Receivables and ensuring all invoices submitted aligned with project schedule • Followed up on outstanding invoices and established relationships with Accounts Payable departments • Supported informational technology infrastructure in developing robust solutions • Successful completion of email and data migration for entire firm • Executed new intellectual property by working with operational directors and sales executives • Supported and monitored knowledge database for sales development calls • Reviewed and executed Master Service and Statement of Work Agreements • Gather and submitted procurement packages and coordinated vendor systems • Oversaw all back office administrative functions • Supported Partner Development activities, as well as the review of marketing collateral

• Shared Services Manager

  • Jan 2019 - Sep 2019

  • Led entire hiring process from beginning to end • Accountable for job descriptions, recruiting pipeline, and corporate policy maintenance • Responsible for international transactions regarding taxation, work-visas, and travel for our employees • Developed partnerships with college universities to recruit talent • Managed Human Resource related concerns • Continuously developed and provided training to new hires and all team members • Performed corporate… Show more • Led entire hiring process from beginning to end • Accountable for job descriptions, recruiting pipeline, and corporate policy maintenance • Responsible for international transactions regarding taxation, work-visas, and travel for our employees • Developed partnerships with college universities to recruit talent • Managed Human Resource related concerns • Continuously developed and provided training to new hires and all team members • Performed corporate insurance and accounts receivable audits while monitoring record-keeping • Assisted in payroll transactions, including tracking and review of commissions and bonuses, stipends, expense reimbursements, and benefits deductions • Processed and administered corporate and employee insurance renewals • Completed yearly 401k compliance testing and account maintenance • Executed new intellectual property by working with operational directors and sales executives • Supported and monitored knowledge database for sales development calls • Reviewed and executed Master Service and Statement of Work Agreements • Gather and submitted procurement packages and coordinated vendor systems • Oversaw all back office administrative functions

• Executive Administrator

  • Aug 2015 - Jan 2019

  • Participates in corporate systemic design to maximize client process efficiency • Manages accounts payable • Charge of supply management and order processing for back office • Manages the corporate credit card portal • Conducts research for optimization • Closely monitoring company calendars to ensure they are congruent with executive meetings • Setup corporate vendor contracts • Trains staff on expense procedures, payroll processes, corporate filing storage cloud… Show more • Participates in corporate systemic design to maximize client process efficiency • Manages accounts payable • Charge of supply management and order processing for back office • Manages the corporate credit card portal • Conducts research for optimization • Closely monitoring company calendars to ensure they are congruent with executive meetings • Setup corporate vendor contracts • Trains staff on expense procedures, payroll processes, corporate filing storage cloud, and virtual meeting functions • Responsible for maintaining inventory • Creates and distributes all marketing materials to clients and prospects • Tracks executive partners’ travel expenses • Reduce costs by eliminating unnecessary usage and expenses • Oversees adherence for implemented expense policy • Administers technology infrastructure, including new employee computer setup, installation of mandatory company applications, technology assignment tracking, and providing solutions to technological issues with virtual meeting centers, corporate filing storage cloud, email system telephone, internet, hotspot, and printers • Works closely with Human Resources department as a special assistant • Performs pre-employment background checks • Supports the onboarding process by providing HR paperwork, insurance documentation, and creating employee business cards • Responsible for the insurance broker communication for new employee benefits enrollment • Assists with the employee tracking list • Provides communication for new hire setup in our payroll system • Assist with recruiting and resume seeking



Longhorn Steakhouse

• Restaurants
• 700 & Above Employee

• Head Server

  • May 2012 - Aug 2015

  Fort Myers, Florida • Provided motivation and support to the staff when presented a job-related issue • Supervised wait staff and represented staff to upper management • Supervised money management • Showed commitment by working overtime and on days off • Managed guest related issues • Establish client relationships as a team player



Shellpoint Pavilion

• Social Work Intern

  • Sep 2014 - Apr 2015

  Fort Myers, Florida Area • Interviewed and assessed resident’s cognition, mood, and needs • Developed care plan goals • Coordinated discharge planning and setup home evaluations • Assisted in documenting social assessments for Medicare purposes • Performed follow-up calls and made referrals if needed • Developed constructive relationships with residents and families