Fidelity Investments

Project Manager, Consultant, Client Satisfaction, Subject Matter Professional, Process Improvement, Employee Benefits, Financial Services, Problem Resolution

Leads promotional aspects and supporting presentation materials across all events to drive participant engagement goals while handling budgetary considerations

Responds to client requests for investment education and provide additional consultation on client needs

Subject matter expert for workplace education offering and delivery strategies
Uses consultative techniques to engage and collaborate with client

Drives client satisfaction through effective execution of client educational requests, responsible for all logistics while uncovering additional valuable services

Identifies process improvement opportunities within the operational execution of workplace education strategy and works with appropriate business partners to implement changes

Workplace Education Manager 

Hope's Door New Beginning Center

Domestic Violence Victim Nonprofit 
Director of Human Resources and overseer of the daily operations across six locations, two women’s shelters, three administrative offices, and a resale store, as well as overseeing a seven-phase shelter renovation project

Responsible for comprehensive Human Resources processes, including employee relations, compensation and benefits, Workers’ Compensation claims, personnel files, new hire onboarding, separations, pay increases, promotions, and title changes
 
Oversee facilities management for equipment/phone systems, petty cash, utilities, supplies, invoice approvals, inventory, purchase orders, and both operations and maintenance of all facilities, including bidding out the scope of work, contracts, etc.

Manage a budget through weekly monitoring of equipment usage, utilities, and supplies
 Compiled data, organized documents for executives and committees, and serve as the Corresponding Secretary to the Board of Directors

Determine staffing requirements, recruit and interview potential new hires, and spearhead the completion of employee performance reviews

Set up and maintained a security card system at two locations, improving access and increasing security

Developed new HR policies during the COVID pandemic that provided for staff and client safety while continuing to serve all agency needs, including hybrid, work-from-home

Director of Administration

The Client 4 Life Group,LLC

Supported wealth management advisors by scheduling appointments, researching, setting client expectations, and working through complex situations by defining the actions needed for problem resolution

Prevented client attrition by training clients on the benefits of utilizing the Salesforce platform to maximize ROI, and maintained 100% of the client base as part of a team that increased production by an average of 176% over six years

Built and developed key B2B relationships with new and existing client accounts; met 100% of annual quota for four years 

Utilized a Salesforce platform, monitoring and supervising appointment managers, ensuring accuracy on calendar appointment scheduling, proactively tweaking schedules, prioritizing calls, and implementing new business strategies

Coordinated multiple calendars covering the activities of the Appointment Management team to ensure the achievement of monthly activity and appointment goals

Ensured prioritization of tasks, handling issues and concerns through ongoing coaching and support to promote sales pipeline results

Business Development Manager - Lead Financial Advisor Support Coordinator

Met daily and monthly targets by following up on warm leads from interested clients and setting up meetings

Facilitated the CRM pipeline, including Gorilla, Salesforce, Outlook, and Google calendars

Appointment Manager

Cruise Planners Travel Agency

Advised clients on travel options, processed paperwork and travel payments, resolved customer complaints, monitored travel activity, successfully handled cancellations, itinerary adjustments and other unexpected circumstances, Marketed for vacations online and at trade shows, processed sales, payment remittances, other forms of bookkeeping, accounts payable, accounts receivable booking accommodations through the CRM for cruises, international travel, resorts, , car rentals, flights, cruises, trains, buses and tours. Also, notarized docs.

Certified Travel Specialist-Owner

State Farm ®

Developed insurance leads, scheduled appointments, identified customer needs, and marketed appropriate products and services

Met marketing goals and weekly/monthly quotas by using a customer-focused, needs-based review process to educate clients on insurance options

Area Marketing Representative -Licensed Life & Health Agent and Licensed Property & Casualty

Atmos Energy

Supported the VP of Marketing by coordinating the development of new and enhanced tools and programs for customers to add value, expand the client base, and increase retention

Acquired and reported data from public and private sources on economic activities, with emphasis on building and construction for the business unit; recorded metrics on sales, construction, and meter data to support sales performance

Identified and modified new or existing reports to enhance the understanding and representation of sales and marketing effectiveness, including all sales and marketing programs

Sr.  Marketing Analyst

Adjusted bills using the SAP billing system, processed payment exception items, and determined the proper account for payments lacking complete posting information, transferring funds from suspense to client accounts as needed

Processed bank drafts, including all changes, additions, and deletions of information, and resolved client inquiries about misapplied payments or billing issues using sensitivity and tact

Aligned with field personnel on the information needed for corrections and handled both US Mail and electronic correspondence

Revenue Management Coordinator

Enterprise

Early Career- Management Trainee, Assistant Manager, Interim Branch Manager, Call Center Team Manager

Assistant Branch Manager

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