Experience

BMG Advisors | Plan Your Story

• United States
• Financial Services
• 1 - 100 Employee

• Practice Administrator

  • May 2023 - Present

  Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. BMG Advisors and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less


Commerce Bank
• United States
• Banking
• 1 - 100 Employee
• Account Support Representative

  • Jun 2022 - May 2023

Flourish for Life Coaching
• United States
• Wellness and Fitness Services
• 1 - 100 Employee
• Virtual Assistant

  • Jan 2022 - Jun 2022


NorthPoint Development

• United States
• Real Estate
• 1 - 100 Employee

• Executive Assistant

  • May 2021 - Jul 2021

  NorthPoint Development is a Kansas City based real estate development, management and leasing firm that is principally focused on industrial, multi-family, and self storage markets across the United States. The firm is guided by the principal that taking care of their customers is their number one priority. Their motto: “Beyond The Contract” embodies the concept that no contract can ever be written to reflect everything that will occur in a complex real estate transaction. Our approach in all of our business relationships is to be fair and to operate by the “Golden Rule.” As an Operations Manager I lead administrative and operations matters including, but not limited to documenting the businesses processes as they changed and evolved to ensure alignment across teams and easier administrative and operational outcome for staff officials. Additionally, I built and managed services capacity processes to provide leadership visibility to resource utilization and availability. Outside of operational matters I worked cross functionally to establish and manage key operational processes to deliver organizational success. Accomplishments Include: - Collaborated with 4+ cross-functional teams to implement communication management strategies throughout the firm, including the marketing and leasing team; suggested the implementation of an operations management strategy to drive cross collaborative work. - Supervised the coordination and enactment of internal and external meetings including, but not limited to staff meetings, client centered meetings, and ad-hoc meetings; led the coordination and oversight of 9+ large external and internal meetings within two (2) months. Show less



The Bar Method

• United States
• Wellness and Fitness Services
• 100 - 200 Employee

• Client Account Manager

  • Apr 2017 - Mar 2018

  The Bar Method is an industry leader in the rapidly growing barre-based fitness niche; it has been transforming lives since 2001. Bar Method classes are built on the practice of dance conditioning, the science of physical therapy and the pace of interval training, making it the most targeted and effective body-sculpting workout. As a Client Account Manager I helped management officials establish processes to strengthen operations run seamlessly. Operations and administrative oversight included, but were not limited to supporting the cross-functional services staffing assignment process, cadence, and tools. Furthermore, I was tasked with establishing fiscal reporting measures to drive financial incentives and outcomes across the business. Said requirement allowed me to develop expense reports, client communication, meeting agendas, and spreadsheet strategies for managerial approval to warrant error-free process throughout the business. As a result of my proactive planning and implementation management strategies I successfully ensured a 100% error-free process rate across client, administrative, and fiscal operations. Accomplishments Include: - Managed financial, administrative, and communication matters across 430+ new and existing client accounts within the businesses’ internal Customer Relationship Management (CRM) software to strengthen client satisfaction; warranted a +97% client satisfaction rate. - Provided 3+ cross-functional teams with logistical, administrative, and fiscal support to strengthen internal reporting rates and client facing matters; directed to serve as head figure of operations due to performance and lead new client onboarding for 120+ clients. Show less