Experience

Box Financial Advisors Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Operations Team Lead

  • Sep 2022 - Present

  Minneapolis, Minnesota, United States As the Operations Team Lead, I manage and create strategic processes, train employees, solve problems, and coordinate communication between teams as well as strategic partners. I am also responsible for creating and managing strategic partnerships specifically with IT support, CRM partners, equipment suppliers, project managers, and financial advisors. I am our internal IT support, and I am responsible for making sure our tech is set up, onboarding and offboarding employees, managing… Show more As the Operations Team Lead, I manage and create strategic processes, train employees, solve problems, and coordinate communication between teams as well as strategic partners. I am also responsible for creating and managing strategic partnerships specifically with IT support, CRM partners, equipment suppliers, project managers, and financial advisors. I am our internal IT support, and I am responsible for making sure our tech is set up, onboarding and offboarding employees, managing software licensing, equipment research and procurement, and coordinating our tech needs with our IT partners. I am currently working on setting up workstations and tech equipment at our new location. I am also on our Business Development Team, and I am responsible for firm publications, website, newsletters, event invitations, and general client communication pieces. I manage our creative projects and work to coordinate with design partners.

• Brand Coordinator

  • Jan 2015 - Sep 2022

  Minneapolis, Minnesota


Bethel University - Company
• Student

  • Aug 2013 - Jan 2016

Target
• Mexico
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee
• Sales Associate

  • Aug 2010 - Jan 2016