Client Services Associate

• Aug 2022 - Present

Teaching Artist

• Jun 2022 - Aug 2022

Client Services Associate - Finance & Wealth Management

• Oct 2021 - Apr 2022

•Manage Brewer Private Wealth of Raymond James's data and information entry, analysis, and reports in Microsoft Office, RJ Advisor Access, DocuSign, Practice Center, and CRM on diverse topics including tax reporting, RMD status, Goal Planning & Monitoring, Alerts, and Prudent Process. •Leverage CRM and database experience to increase office efficiency, streamline processes, and generate reports (daily, weekly, monthly, and on-request) to help advisors remain informed and clients achieve their financial goals. •Assist clients with financial requests such as transferring funds and assets (both cash and in-kind), distributing RMDs/QCDs, and capital additions, as well as answering questions regarding IRA contributions, SBL payments/requests, and account information. •Regulate incoming and outgoing correspondence, send documents for e-signature via DocuSign, and submit completed forms for back-office approval, including Client Onboarding worksheets, Letters of Authorization, Power of Attorney forms, and other financial-related documents as necessary. Show less

CRM Data Management – Open to Opportunities

• Dec 2020 - Mar 2022

•CRM and Data Management professional seeking to utilize my comprehensive experience (10 years) in database management, design, and revision. •Available for remote, contract, and temporary full/part time positions. •CRM and Data Management professional seeking to utilize my comprehensive experience (10 years) in database management, design, and revision. •Available for remote, contract, and temporary full/part time positions.

Music Department Head

• Aug 2018 - Aug 2020

•Managed music department data and information entry, tracking, analysis, and reports in Microsoft Office, G-Suite, and PowerSchool for students, parents, families, donors, and other stakeholders. •Researched, designed, developed, and implemented a comprehensive music education program for PK3-Grade 8. •Results included a full 11 year (PK3-Grade 8) curriculum, seamless transition to virtual learning, and successful public engagements (radio performances, professional collaborations, etc.). Show less

Administrative Assistant & Music Minister

• Aug 2016 - Aug 2018

•Performed administrative and clerical tasks, including CRM work such as data entry, verification, and database work; managed parish website and calendar; and coordinated with donors and vendors to prepare and process financial statements. •Designed, developed, and implemented a new parish music database including information from the previous two decades to streamline music purchases, vendor coordination, and hymn selection. •Coordinated multiple teams of adult volunteers to successfully implement bilingual (English/Spanish) music and youth programming. •Results included *new* music database (developed from the ground up), G-Suite implementation to enable remote work, greater coordination with local vendors/musicians, development of parish music and youth programming, greater cooperation between English- and Spanish-speaking communities. Show less

Graduate Assistant

• Aug 2014 - Apr 2016

•Managed data for Music History I & II, including lesson plans, grades, and student information across multiple databases and online portals including Microsoft Office, G-Suite, and Canvas. •Copy-edited two professional manuscripts: "Program Music" by Dr. Jonathan Kregor (Cambridge University Press) and "Recasting Folk in the Himalayas: Indian Music, Media and Social Mobility" by Dr. Stefan Fiol (University of Illinois Press). •Results included improved student success (measured by grades and pass/fail rates) and publication of the two manuscripts. Show less

Admissions Student Worker

• Aug 2009 - Jan 2012

•Developed and leveraged Concordia's CRM and data management software to support Admissions Staff in prospective/incoming student/family communication and alumni/donor relations. •Revised and updated CRM components and data management layout/visualizations based on specific criteria to facilitate ease of use and function. •Results included improved coordination between Admissions staff regarding development efforts and events, prospective and incoming student communication, and alumni relations. Show less