Megan Denae Anderson Email & Phone Number

Longmont, CO, US

Loveland, Colorado, United States

-Business consultant working with small businesses seeking better strategies for scaling their operations-Specialist in internal operations and strategies development-Consult and guide companies through development and implementation of processes-Provide assistance to organizations seeking a better way to hire, train and retain their key employees through.

Fort Collins, Colorado Area

• Increased business profits 36% through business development of internal processes and anoperations manual.
• Facilitated over $750,000 in annual business for 2+ years in insurance and financial services.
• Interviewed, hired, supervised and motivated 2 staff members and an intern to achieve optimal productivity.
• Created compliance procedures achieving a successful passing of a state regulatory audit.
• Responsible for development and management of CRM, client databases, and sales funnels utilizing cloud based applications

Fort Collins, Colorado Area

I work closely with small business owners to help them optimize their internal business administration.. By utilizing a mix of both support and consultation services, my goal is to assist each client with meeting and exceeding their professional and personal goals. My ideal client is a small business who needs less than 10 hours of administration per month.

Fort Collins, Colorado Area

• Administration
• Worked with CFP to increase assets under management by 100% over a 5 year period
• Created and processed standardized company forms with focus on details and accuracy
• Managed mass mailings to new and existing clients for communication and marketing
• Created and maintained an extensive customized customer database utilizing Redtail CRM
• Worked closely with financial institutions to ensure proper processing of financial transactions

Fort Collins, CO

*Process requests for insurance verification*Scan and electronically file all communications*Prepare new and renewal policies for mailing or presentation to clients

Pismo Beach, CA

• Manage client database using Advisor’s Assistant CRM. Process new and renewal software orders, averaging about 25 per week. Maintain, modify, and print all marketing and packaging materials, also work with vendors to.
• Prepare for tradeshows; manage materials, ship materials, follow up on customer response at show
• Create, manage, print, and distribute all marketing and packaging
• Create and monitor email campaigns to over 500 clients and prospects for software company
• Record and monitor effectiveness of marketing campaigns

San Luis Obispo, California Area

Assistant manager for multiple locations of an in home medical supply company. Created a new organization system to monitor supplies in warehouse which lead to a decrease in company supply expenses by 10% per year for three years. Played a key role in improving company compliance to pass JHACO accreditation inspections.

Grover Beach, CA

• new hire orientations in English and Spanish 3-10 per week
• Trained managers in state and federal regulations for hiring
• Completed all required forms for new hires
• Increase personal and company knowledge about labor laws and relationships

Grover Beach, CA

• Manage a 1.2 million dollar McDonald's Restaurant
• Confidently hire, train, review and terminate employees
• Supervise & train additional managers and assistants
• Perform periodic employee reviews
• Prepare financial reports for upper management