Experience

Williams Financial, LLC

• Operations Manager

  • Apr 2018 - Present

  • 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… • 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 more Show less



Bassett Furniture Industries, Inc.

• Design Consultant

  • Aug 2017 - Feb 2018

  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 managementOrder entry with extreme attention to detail Customer updates until time of delivery - post follow up for customer maintainance/satisfaction



Daniela

• Business Development Assistant

  • Jan 2017 - Feb 2018



Keller Williams - Bringing Home Happiness Team

• Director Of Operations

  • Sep 2015 - Dec 2016

  * 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… * 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 more Show less



First Source

• Buyer

  • Jul 2013 - Sep 2015

  • 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

• Associate Product Manager

  • Aug 2011 - May 2013

  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 manufacturersWorked with regional sales representatives to increase product volume in retail locations as well as drafted and executed collegiate and professional sponsorship contractsCommunicated with design and… 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 manufacturersWorked with regional sales representatives to increase product volume in retail locations as well as drafted and executed collegiate and professional sponsorship contractsCommunicated 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 more Show less