Experience

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  Tricia Senzel Coaching & Consulting, LLC

  • Professional Training and Coaching
  • 1 - 100 Employee

  • Leadership Coaching for Business and Life

    • 2018 - Present

    THROUGH COACHING, MY CLIENTS EXPERIENCE ▪️ An improved sense of accomplishment generated by the achievement of their goals. ▪️ A greater sense of financial, emotional, and mental resilience from the implementation of new strategies in these areas. ▪️ Greater goal achievement as a result of a system of accountability ▪️ A stronger sense of being seen and heard due to working with a coach ▪️ An improved sense of purpose and direction brought about through the self-reflection process

  • Business Consultant

    • 2018 - Present

    I ASSIST CLIENTS WITH: ▪️ Policy and procedure development and updates ▪️ Cost and budget analyses ▪️ System implementation ▪️ Conflict resolution ▪️ Communications planning▪️ Financial statement preparation and analysis▪️ Recruitment and candidate vetting▪️ Employee Handbook▪️ GSD: Get Stuff Done!

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  Tricia Senzel

  • Captain: US Coast Guard 50-Ton Master Merchant Mariner

    • 2015 - Present

    50-Ton Master Merchant Mariner, June 2023Ocean Passage, round trip Tortola to Bermuda, 1900 NM, June 2017Ocean Passage, Tortola to Bonaire, 450 NM, June 2018BVI International Spring Regatta, March 2019Sailboat Delivery, Tortola to Annapolis, 1600 NM, May 2023HealingWindsUSA Crew, 2015 to 2019Sail Beyond Cancer Captain, 2019 to present.ASA 101 Basic Keelboat Certification, July 2015ASA 103 Coastal Cruising Certification, July 2015ASA 104 Bareboat Cruising Certification, August 2015ASA 105 Coastal Navigation & Piloting Certification, in progress

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  Aon Risk Solutions

  • Burlington, Vermont Area

  • Account Executive

    • 2017 - 2018
    • Burlington, Vermont Area

    Managed the day-to-day activities of a portfolio of captive accounts, ensuring that client, service provider, and manager needs were met; insurance needs included general and professional liability, workers compensation, and property and casualty in professional service, healthcare, and manufacturing market segmentsLeadership: Led client meetings and provided direction for three to six-member client and financial service teamsFinancial Management: Maintained client accounting and regulatory compliance requirements in collaboration with team

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  Burak Anderson & Melloni PLC

  • Burlington, Vermont Area

  • Chief Operating Officer

    • Jun 2012 - 2018
    • Burlington, Vermont Area

    Managed business functions of a 17-person law firm comprised of 5 partners, 5 associates, and 7 staff; ensured accurate and timely compliance with federal, state, and local filing deadlines and legal requirementsLeadership: Oversaw implementation of Firm plans, actions, and general operations; supported and established policies and goals for the Firm in consultation with the Managing Member; liaison to members and staffFinancial Management: Successfully managed Firm financial operations, systems, reporting and viability; co-managed Firm dissolution after 28 years of service, negotiated multiple early-termination contractsHuman Resources: Managed company-wide human resource program including recruitment, talent development, performance advancement systems, personnel policies, and comprehensive benefit and compensation programsCommunications and Culture: Composed and facilitated Firm internal communications and inspired engagement; co-led, with managing member, workplace culture improvement initiative with support of outside consultantMarketing: Implemented promotion and advertising activities, promoted Firm within professional community networks, and managed news media relationships; prepared marketing materials and maintained Firm on-line presenceOperations and Facilities: Maintained facility, equipment, and library resources, managed risk, negotiated contracts; completed 6,200 sf leasehold improvement project; maintained vendor relationships and monitored client file systemsInformation Technology: Managed Firm’s ProLaw (accounting), Tymetrix T360 (e-billing), Copitrak (cost recovery), and Worldox (document management) systems and collaborated with outside service provider on high-level IT items

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  Opportunities Credit Union

  • Burlington, Vermont Area

  • Chief Financial Officer

    • Feb 2010 - Mar 2012
    • Burlington, Vermont Area

    Oversaw and managed finance department of financial institution with $1.4M budget and $33M balance sheetLeadership: Co-led home office branch relocation project; recruited new Directors and Committee members within the volunteer business community; promoted organizational missionFinancial Management: Managed financial recording systems, regulatory and compliance reporting, maintained and expanded vendor relationships Human Resources: Managed recruitment, compensation and benefit programs; established initial employer-sponsored qualified retirement plan

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  SMARTvt.org

  • Burlington, Vermont Area

  • Chief Sustainability Officer

    • May 2009 - Jan 2010
    • Burlington, Vermont Area

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  UBS Wealth Management

  • Burlington, Vermont Area

  • Financial Management Consultant and Business Advisor

    • 2007 - 2009
    • Burlington, Vermont Area

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  National Life Group

  • Sentinel Funds, Montpelier, Vermont

  • AVP Sales & Marketing/Team Leader/Financial Consultant

    • 1998 - 2007
    • Sentinel Funds, Montpelier, Vermont

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  Ameriprise Financial Services, Inc.

  • Burlington, Vermont Area

  • Personal Financial and Investment Advisor

    • 1994 - 1998
    • Burlington, Vermont Area

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  HerrickGlobal

  • Senior Accountant

    • 1992 - 1994

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  John A. Lamson & Associates, Inc.

  • Senior Tax and Audit Accountant

    • 1990 - 1992

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  KPMG Peat Marwick

  • Tax Specialist

    • 1989 - 1990