Experience

Williams Financial, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Operations Manager

  • Apr 2018 - Present

  Bennington, VT • Establish accounts for clients, including account transfers • Process transactions (e.g., trading, wires, journals) • Deliver superior client service—troubleshoot problems, serve as liaison between Advisor and client as needed • Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update CRM • Compile and maintain back office records and activities • Generate quarterly client reports and review with firm… Show more • Establish accounts for clients, including account transfers • Process transactions (e.g., trading, wires, journals) • Deliver superior client service—troubleshoot problems, serve as liaison between Advisor and client as needed • Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update CRM • Compile and maintain back office records and activities • Generate quarterly client reports and review with firm management • Calculate quarterly client fees • Supervise operations staff • Work closely with advisors in maintaining client accounts • Respond to direct client requests • Communicate with clients, verbally and in writing Show less



Bassett Furniture Industries, Inc.

• Furniture and Home Furnishings Manufacturing
• 700 & Above Employee

• Design Consultant

  • Aug 2017 - Feb 2018

  Buffalo/Niagara, New York Area One on one consultations with clients to assess needs and create spaces using design rationale Room planning - floor plans, color and pattern, scale and traffic flow Money management : Budgeting. Payments. Deposits. Finance application and management Order entry with extreme attention to detail Customer updates until time of delivery - post follow up for customer maintainance/satisfaction



Daniela

• Germany
• 1 - 100 Employee

• Business Development Assistant

  • Jan 2017 - Feb 2018

  Buffalo/Niagara, New York Area



Keller Williams - Bringing Home Happiness Team

• Director Of Operations

  • Sep 2015 - Dec 2016

  Buffalo/Niagara, New York Area * Handle all contracts from point of execution through closing. This includes attorney and vendor communication as well as weekly and daily client care via email and telephone *Answer all emails and telephone inquiries - lead follow up *Manage client database, create operations manual of all systems used in team business to use for training new employees. Plan all client appreciation events. *Schedule showings, open houses, offer presentations etc.- overall daily schedule for lead… Show more * Handle all contracts from point of execution through closing. This includes attorney and vendor communication as well as weekly and daily client care via email and telephone *Answer all emails and telephone inquiries - lead follow up *Manage client database, create operations manual of all systems used in team business to use for training new employees. Plan all client appreciation events. *Schedule showings, open houses, offer presentations etc.- overall daily schedule for lead agent *Prepare listing paperwork and comparative market analysis reports for listing consultations. Enter listings and producing all marketing materials to promote listing *Maintain financials. Track quarterly and yearly goals Show less



First Source

• Iran
• IT Services and IT Consulting
• 1 - 100 Employee

• Buyer

  • Jul 2013 - Sep 2015

  Buffalo/Niagara, New York Area • Maintain movement, inventory levels for multiple products across various lines • Consistently provide enough lead time for product to reach customers on time and in full • Provide mock ups, sales samples, and marketing material of new product to customers • Retain relationships with brokers and vendors to build new business • Utilize analytical,negotiating and math skills when setting pricing to ensure the highest margins



Warrior Sports

• United States
• Sporting Goods Manufacturing
• 100 - 200 Employee

• Associate Product Manager

  • Aug 2011 - May 2013

  Warren MI Maintained and updated data line plan containing various information such as pricing, margin, FOB, standard costing etc. Kept current with domestic and international factory influences. Created and updated a competitive analysis document to stay current with other manufacturers Worked with regional sales representatives to increase product volume in retail locations as well as drafted and executed collegiate and professional sponsorship contracts Communicated with design and… Show more Maintained and updated data line plan containing various information such as pricing, margin, FOB, standard costing etc. Kept current with domestic and international factory influences. Created and updated a competitive analysis document to stay current with other manufacturers Worked with regional sales representatives to increase product volume in retail locations as well as drafted and executed collegiate and professional sponsorship contracts Communicated with design and development teams to create new product designs, as well as the marketing team to promote products and grow market share percentage Show less