Laura Gilbert
Operations Manager at Phyton Consulting- Claim this Profile
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Bio
Experience
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Phyton Consulting
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United States
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Business Consulting and Services
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1 - 100 Employee
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Operations Manager
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Jan 2022 - Present
New York, New York, United States Laura is the Operations Manager for Phyton Consulting (Formerly Linium Resources), a specialized professional services firm that empowers highly regulated and data intensive businesses.
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Director of Insurance Operations and Services
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Jan 2018 - Jan 2022
Greater Atlanta Area
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Associate Financial Representative
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Oct 2015 - Dec 2017
Greater Atlanta Area
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Operations Assistant
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Feb 2015 - Sep 2015
Greater Atlanta Area Operations Assistant for F. Mackey Schneider, CFA, Wealth Management Advisor www.mac-schneider.com +Coordinate all representative's appointments, client meetings and seminars +Assemble materials for client meetings and presentations including: printing account summaries, prospectuses, Morningstar reports and forms +Maintain client relationship management system and office logs +File, photocopy and stock investment and advisory related documents +Generate letters and… Show more Operations Assistant for F. Mackey Schneider, CFA, Wealth Management Advisor www.mac-schneider.com +Coordinate all representative's appointments, client meetings and seminars +Assemble materials for client meetings and presentations including: printing account summaries, prospectuses, Morningstar reports and forms +Maintain client relationship management system and office logs +File, photocopy and stock investment and advisory related documents +Generate letters and email to clients +Work with business partners to resolve client account issues +New account paperwork and submissions +Manage account servicing requests
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American Seniors Association
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United States
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Political Organizations
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1 - 100 Employee
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Director Of Operations
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Jan 2011 - Aug 2014
•Collaborated with vendors for email marketing to membership, implemented marketing program, including scheduling, design, content input, testing and statistics for email campaigns •Reviewed prospective agreements, proposals, and contracts for compliance with company policies •Implemented and maintained vendor services for member benefits program, included start-up, design, and marketing of services •Trained new employees, included tutorials on ASA software and programs, basic… Show more •Collaborated with vendors for email marketing to membership, implemented marketing program, including scheduling, design, content input, testing and statistics for email campaigns •Reviewed prospective agreements, proposals, and contracts for compliance with company policies •Implemented and maintained vendor services for member benefits program, included start-up, design, and marketing of services •Trained new employees, included tutorials on ASA software and programs, basic knowledge on member benefit providers and services, customer service expectations •Supervised customer service representatives to facilitate high service levels •Organized and maintained company files and documents •Monitored task management projects between ASA and 3rd party tech. team •Maintained social media marketing such as Facebook page and Twitter account to maximize member recruitment, engagement, and retention •Managed accounts payable/receivable until January 2012 •Organized and maintained company files and documents until May 2012
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Director of Member Services
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Jan 2010 - Dec 2010
•Managed member communications by responding to member and potential member inquiries •Distributed information to potential members via direct mail and email communications •Organized and executed events including outreach calls, material preparation, and set-up •Enhanced member relations by issuing member opinion polls, monitoring member profiles and accounts, and providing solutions to member inquiries •Researched strategic alliances and benefit partnerships to enhance member… Show more •Managed member communications by responding to member and potential member inquiries •Distributed information to potential members via direct mail and email communications •Organized and executed events including outreach calls, material preparation, and set-up •Enhanced member relations by issuing member opinion polls, monitoring member profiles and accounts, and providing solutions to member inquiries •Researched strategic alliances and benefit partnerships to enhance member benefits program •Administered office internship program and supervised intern staff
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Contractor
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Oct 2009 - Nov 2009
•Assisted office administrator in meeting deadlines for benefits registration •Prepared supply kits for benefits counselors •Prepared technology for offsite enrollment by assembling laptop/printer bags, installed software, downloading cases, and uploading information after the enrollment process •Recorded survey responses about enrollment process •Answered incoming calls to book appointments for open enrollment
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Assistant/Sales Associate
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Jul 2008 - Aug 2008
•Arranged showroom and window displays for markets, shows, and private buyers •Inventoried, hung, steamed, and arranged incoming shipments of new seasons line •Scheduled appointments for upcoming markets or private appointments •Showed and sold current clothing line to buyers •Communicated with buyers and manufacturers about purchases and shipments
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Education
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Auburn University
B.A., Psychology -
The Chicago School of Professional Psychology
Masters of Art, Industrial and Organizational Psychology