Experience

Definiti LLC

• United States
• Financial Services
• 100 - 200 Employee

• Relationship Management Consultant

  • Oct 2016 - Present

  Strategic account management: Advisor-focused relationship management, acting as liaison between top-tier advisors and Definiti internal departments. Prepare quarterly reporting, proactively deliver industry-related news, regulatory updates and trends. Coordinate with external sales to effectively provide conduit for leads to and from strategic partners. Strategic account management: Advisor-focused relationship management, acting as liaison between top-tier advisors and Definiti internal departments. Prepare quarterly reporting, proactively deliver industry-related news, regulatory updates and trends. Coordinate with external sales to effectively provide conduit for leads to and from strategic partners.



Panagiotu Pension Advisors (Now Definiti LLC)

• University Place, Washington, United States

• Front Desk/Receptionist

  • Oct 2011 - Oct 2016

  Provided excellent client care; maintained professional front office environment; operated multi-line phone system; effectively managed multiple responsibilities to include: receiving clients, scheduling appointments for partners, typing financial reports, mail distribution, purchase of office supplies, assist with planning and execution of annual client seminar, assist professional staff with entry of financial data for plan participants and all other duties as assigned. Provided excellent client care; maintained professional front office environment; operated multi-line phone system; effectively managed multiple responsibilities to include: receiving clients, scheduling appointments for partners, typing financial reports, mail distribution, purchase of office supplies, assist with planning and execution of annual client seminar, assist professional staff with entry of financial data for plan participants and all other duties as assigned.



Panagiotu Pension Advisors (Now Definiti, LLC)

• Office Manager

  • Sep 2000 - Jul 2005

  Managed office operations; A/R: process daily deposit; responsible for invoicing 2,500+ tax and pension clients, ensure A/R kept up-to-date and payments received timely; entry of timekeeping for all staff; responsible for supervising support staff; project management of annual client seminar; maintain calendar for company president; arrange travel as needed.

• Front Desk/Receptionist

  • Jul 1998 - Sep 2000

  Provided excellent client care and maintain professional front office environment; operated multi-line phone system; effectively managed multiple responsibilities to include: receiving clients, scheduling appointments for partners, typing financial reports, mail distribution, filing, purchase of office supplies, and all other duties as assigned.