Account Manager

• Jan 2023 - Present

Chief Operating Officer

• Jun 2016 - Present

I run the show. I run the show.

Customer Service Representative

• Jun 2021 - Dec 2022

Planning Assistant

• Oct 2020 - May 2021

Guarantee the Firm’s day-to-day business runs smoothly through operations management best practices. --- Constantly studying routine procedures and organically tweaking steps to achieve optimal performance. --- Ensure FINRA compliance across all social media outlets, client communication platforms, and internal workflows. --- Self-appointed learner of all things Salesforce CRM with an end-goal to onboard everyone in the Firm, creating common insight and efficiency. Facilitate technology implementations by researching and collecting front-end data, testing, and launching new tools. Manage social media to drive client interaction, increase awareness, and keep the Firm relevant & engaged. Bridge the gap between advisors and clients through administrative support, scheduling, planning, purchasing, etc. creating a best-in-class experience. Show less

Account Executive

• May 2013 - Oct 2016

Managed three accounts totaling $8 million in annual revenue: GE Healthcare (GEHC), Schneider Electric & AGCO Corporation. --- Increased annual revenue with GEHC by $500,000 within first year of employment. --- Worked closely with C-suite executives on account reviews, contract negotiations, on-time data analysis & A/R issues. Leader in developing process improvements and lean manufacturing practices. --- Improved GEHC’s on-time delivery metrics from 77% to 96% within first year of employment. --- Co-hosted kaizen events with GEHC to improve our processes & production floor layout. Directed two internal teams (totaling seven employees) in customer service best practices. --- Spearheaded training sessions involving the client & various internal team members to educate employees on the customer’s purchase order & A/P system, document control system, and quality & on-time data analytics. Effective liaison between the C-level, clients, and production. --- Scheduled and ran internal update meetings. --- Planned & hosted onsite client visits. --- Headed-up projects both independently and as a team leader. Show less

Volunteer

• Jan 2005 - Aug 2014

Served as a dedicated volunteer for the two local fine arts organizations. Worked closely with the Board of Directors in theater management and fundraising initiatives. Conceptualized, created, and managed the distribution of marketing collateral to promote awareness of both organizations and increase donations. Served as a dedicated volunteer for the two local fine arts organizations. Worked closely with the Board of Directors in theater management and fundraising initiatives. Conceptualized, created, and managed the distribution of marketing collateral to promote awareness of both organizations and increase donations.

Senior Executive Assistant

• Dec 2009 - Feb 2013

Provided 360-degree support to the owner & VP of the Company, including drafting correspondence, calendar management, company event planning, gate keeping, and discreetly managing both personal and professional matters. Wrote, proofread, and edited technical proposals for multi-million dollar U.S. government construction projects. Drafted legal contracts and purchase orders. Maintained office services: purchasing, mailings, inventory, filing, etc. Provided 360-degree support to the owner & VP of the Company, including drafting correspondence, calendar management, company event planning, gate keeping, and discreetly managing both personal and professional matters. Wrote, proofread, and edited technical proposals for multi-million dollar U.S. government construction projects. Drafted legal contracts and purchase orders. Maintained office services: purchasing, mailings, inventory, filing, etc.

Account Manager

• Apr 2007 - Dec 2009

Oversaw several of the Company’s largest accounts. Directly supported VP of Sales in business development. Worked closely with the owner & VP of Sales in developing initial sales proposals for prospective clients while serving as the primary contact for account support. Project managed clients’ marketing initiatives: scheduling, sourcing, negotiating pricing, monitoring inventory, holding update meetings, and delivering. Oversaw several of the Company’s largest accounts. Directly supported VP of Sales in business development. Worked closely with the owner & VP of Sales in developing initial sales proposals for prospective clients while serving as the primary contact for account support. Project managed clients’ marketing initiatives: scheduling, sourcing, negotiating pricing, monitoring inventory, holding update meetings, and delivering.

Prepress Specialist

• Sep 2003 - Apr 2007

Learned Omega Composer software through self-directed research and development to become solely responsible for operating and maintaining the digital press and plotter cutter. Assisted two managers of the prepress department in artwork layout and preparation for specific printing processes. Inspected and assessed the quality and accuracy of all final printed products. Served as a member of the continuous improvement team. Learned Omega Composer software through self-directed research and development to become solely responsible for operating and maintaining the digital press and plotter cutter. Assisted two managers of the prepress department in artwork layout and preparation for specific printing processes. Inspected and assessed the quality and accuracy of all final printed products. Served as a member of the continuous improvement team.