Penny DeFoe
Marketing Coordinator at Lake Point Advisory Group- Claim this Profile
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Bio
Experience
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Mercer Advisors, Formerly Lake Point Advisory Group
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United States
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Financial Services
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1 - 100 Employee
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Marketing Coordinator
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Jan 2019 - Present
Work with a team to coordinate and process financial seminars to ensure optimal opportunities for our Financial Advisors. Work with a team to coordinate and process financial seminars to ensure optimal opportunities for our Financial Advisors.
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NEI Global Relocation
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United States
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Business Consulting and Services
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200 - 300 Employee
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Assistant Account Executive, International Services
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Mar 2008 - Jun 2018
Managed global assignment services for relocating international employees. Ensured a high level of customer and client satisfaction by proactively identifying potential problems and quickly resolving issues, both internally and externally, to deliver world class service. Provide back-up support for four account executives with a caseload ranging from 60 to 200 employees. Served as a liaison and coordinator to partners and Account Executives in Europe, Asia-Pacific and the Americas. Administered global mobility services through NEI’s supplier partner alliances. Reviewed and audited supplier partner invoices for accuracy and compliance with NEI expense tracking procedures. Organized services from third party suppliers in a timely manner, while guaranteeing a high level of customer satisfaction. Evaluated relocation offers and approved eligible expense reimbursements and allowances for relocation employees. Generated cost estimates for individual relocation assignments and provided the estimates to each client for generating an accurate relocation budget. Generated Letters of Understanding based assignment cost estimates. Input data into the NEI Global Relocation database system. Show less
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Office Manager
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Feb 2007 - Feb 2008
Managed the office for Real Estate agent who listed foreclosures. Completed Broker Market Analysis , Set up property management. Managed accounts payable and accounts receivables. Managed the office for Real Estate agent who listed foreclosures. Completed Broker Market Analysis , Set up property management. Managed accounts payable and accounts receivables.
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Education
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Saint Leo University
Associates, General -
Argosy University
Associates, General