Alisa Rotfeld, Mba Email & Phone Number

London Area, United Kingdom

-Full recruitment life cycle from candidate outreach to placement and aftercare. -Developing long-lasting relationships with both candidates and clients. -Listening to and understanding our clients' recruitment needs, expectations, challenges and each need of the candidate.

San Francisco Bay Area

•Formed strong relationships with high net worth customers as the point client services professional for multiple teams •Operated efficiently and multi-tasked with high expectations, which significantly advanced client satisfaction and cultivated successful client retention•Fulfilled daily tasks from advisors and clients regularly, learning to problem solve and beat tight deadlines•Led a series of new hire training sessions with instruction focused on task management, company software usage and organizational guidelines•Highlighted as a mentor for new hire support and long-term career progression

San Francisco Bay Area

San Francisco Bay Area

Coleman Research is a leading expert networking service provider that prides itself on being first with knowledge. With over a decade of experience, Coleman excels in connecting leading investment firms, consultancies, and corporations with first-hand knowledge from specialized industry experts. Coleman's commitment to providing high-quality experts, personalized customer service, and rigorous compliance are the key drivers of its success. Coleman has offices in New York, London, Hong Kong, Raleigh, San Francisco, and Boston. My responsibilities include: -Identifying and recruiting experts that meet our client's specifications -Qualifying experts and preparing them for consultations -Organizing and monitoring various surveys to qualify experts-Keeping up-to-date with current events in the financial markets -Continually researching market & industry trends -Establishing reputable relationships with industry professionals and building upon existing ones

Orange County, California, United States

•Mastered various bank operations and procedures, while simultaneously servicing clients with personal accounts and related banking needs•Referred high balance customers to Private Client Banker and Financial Advisor, accordingly•Actively attended to client needs with focus on advancing banking experience and improving service satisfaction

Santa Clara County & Orange County, Ca

•Successfully created and developed a private tennis academy in both Northern and Southern California •Trained over 20 clients for major tournaments and helped them achieve their desired goals with the sport•Determined to help individuals succeed and continuously track their progress

Orange County, California Area

•Worked closely with qualified high-net-worth leads and Morgan Stanley team to cover personalized wealth management strategies•Built understanding of clients’ desired wealth distribution in terms of the asset class within the financial market •Accelerated inside sales and financial services knowledge

Orange County, California Area

•Maintained successful radio show all four years of college that received a highly engaged listener base each week •Winner of “Standout Radio Show” and “Best Hip Hop Radio Show” awards

San Francisco Bay Area

•Represented company at sponsored Bay Area events and developed visual sales to increase overall website traction, successfully expanded client base of business •Involved in analysis of company in which the focus was to observe, predict, and advance the performance of the website and business through the statistical data that was presented on site •Led analytics team to advance performance of the website and business through SEO and coding structure

Business Summit Career Institute, Chapman University

• Actively participated in elite 8-week program that develops professional business and leadership skills• Mentored by prestigious alumni, including CEO’s, CFO’s, and the president of Chapman University

Orange County, California Area

•Head of project that entailed building an elaborate financial and marketing plan for the company’s future business endeavors and partnerships •Established structured and successful future plan for the company •Collaborated on partnerships with major vendors to develop valuable business opportunities

Cupertino, Ca

•Utilized Excel to manage spreadsheets with records of company expenditures in order to keep track of the budget for construction projects •Provided direct communication and reporting to executive team regarding the completion of projects, budgetary analysis, and employee efficiency.

La Honda, California

• Managed cast and crew check-in for set changes, made sure all necessary utilities were present on set for the start of filming • Tracked movie’s timing and schedule in order keep independent production cost at orderly budget• Advised the producer and director of the film with a detailed and organized itinerary for the months of filming

Lake Forest, California

•As representative of the A&R department for label, duties were to travel around Southern California to a number of events and to market, present the label as the best possible option for an artist to sign to•Built out elaborate web pages for each client/artist on the company website

Cupertino, Ca

One of the main tennis instructors in the company, led group clinics and private lessons with kids 6-15 years old. Coordinated tennis instruction and set achievement goals for students through individual discussion to determine a personalized plan for each student's road to success

Master Of Business Administration - Mba

Activities and Societies: Hult Alumni Ambassador; Hult Racquet Club; MBA Women in Business

Bachelor’S Degree, Economics And Business

Activities and Societies: NCAA Division III Women’s Tennis Team, Chapman Radio Host, Business Summit Internship Program, Chapman.