Experience

Trust & Will

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Voice of a Member Analyst

  • Feb 2022 - Jan 2023

  Trust & Will enables every family to leave their legacy with a fast, easy, and secure way to create and manage their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. Conceptualized as a methodology to maintain customer-led change, the Voice of Member program bridges the gap between customer feedback and internal teams. This… Show more Trust & Will enables every family to leave their legacy with a fast, easy, and secure way to create and manage their estate plan online. Since 2017, we've helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. Conceptualized as a methodology to maintain customer-led change, the Voice of Member program bridges the gap between customer feedback and internal teams. This cross-functional bridge ensures that product, marketing, sales, customer support and operations teams understand the user pain points they are solving for daily. Monica combines 3 years of customer-facing experience with a relentlessly curious discovery mindset that enables her to unpack complex data systems & translate them into actionable insights. More on Trust&Will: Trust & Will is backed by leading names in venture capital and is the estate planning provider for UBS, Fifth Third Bank, Northwestern Mutual, AARP, SoFi, and more, who all believe in our mission of helping every family leave their legacy. Get started today: https://trustandwill.com Join our team: https://trustandwill.com/careers

• Co-Founder & Chair of Employee Resource Group "Wellness from Within"

  • Sep 2022 - Dec 2022

  Some studies show that up to 62% of missed workdays can be attributed to mental wellness issues. That can look like $17B and 217 million days is lost in the U.S. in productivity each year. Employees whose mental health conditions are being attended to provide better customer service. They also have more favorable co-worker interactions, higher productivity, and less healthcare-related expenses. Every dollar invested in creating a mentally healthy workplace generates $2.30 in benefits to… Show more Some studies show that up to 62% of missed workdays can be attributed to mental wellness issues. That can look like $17B and 217 million days is lost in the U.S. in productivity each year. Employees whose mental health conditions are being attended to provide better customer service. They also have more favorable co-worker interactions, higher productivity, and less healthcare-related expenses. Every dollar invested in creating a mentally healthy workplace generates $2.30 in benefits to the company. To solve for these issues, Wellness from Within's mission is as follows: We aim to destigmatize mental health conversations in the workplace and foster a culture of psychological safety, creating a space where everyone can feel comfortable sharing openly, without judgment or fear, through connection-building in remote settings, resource sharing, and building a network of peer support. This ERG is made possible by Trust&Will's dedicated to the DE&I values. Trust & Will’s mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity in order to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members’ shoes.



Progrexion

• United States
• Financial Services
• 500 - 600 Employee

• Voice of the Customer Analyst (Speech Analytics)

  • Feb 2021 - Feb 2022

  Utah, United States

• Paralegal

  • Apr 2020 - Feb 2021

  North Salt Lake, Utah, United States



Indepedent Contractor

• Aviation and Aerospace Component Manufacturing
• 1 - 100 Employee

• Social Media Manager

  • Aug 2012 - Mar 2020

  Specializing in B2B marketing utilizing video, SEO & value content I grew our community of online entrepreneurs to over 4,000 and helped over 30 business owners make more than $200k combined revenue. I am responsible for sales calls, following up leads, and lead generation. Creating a strategic editorial calendar, from November 2018-May 2019 we collaborated with a minimum of 2 brands a month to spread brand awareness & promote synergy. I am a self-starter with the… Show more Specializing in B2B marketing utilizing video, SEO & value content I grew our community of online entrepreneurs to over 4,000 and helped over 30 business owners make more than $200k combined revenue. I am responsible for sales calls, following up leads, and lead generation. Creating a strategic editorial calendar, from November 2018-May 2019 we collaborated with a minimum of 2 brands a month to spread brand awareness & promote synergy. I am a self-starter with the philosophy that collaboration brings success. Show less



Christendom College

• United States
• Higher Education
• 100 - 200 Employee

• Resident Assistant

  • Aug 2015 - May 2016

  Virginia, USA

• Administrative Assistant

  • Jan 2015 - May 2016

  Front Royal, VA