Responsible for guiding the organization toward a strategic vision and working with the rest of the board to create a plan to bring that vision to reality. Manages the strategic decision making process with other board members. Provides feedback to, communicates clearly/frequently with, and coordinates with the executive director. Maintains order in monthly meetings according to Robert's Rules of Order. Conducts annual personnel evaluations and provides feedback/rewards as required.

Accountable for the ongoing oversight of cross-functional investment program activities and key initiatives for the Investment Products & Services team in the Independent Advisor Solutions group. Problem solve and simultaneously manage several projects in the evolution of SEI’s product offering to our advisors. Leverage understanding of the investment industry and product footprint of mutual funds, ETFs and separate accounts to execute plans for investment program activities and milestones.

Creating long- and short-term plans, including setting targets for milestones and adhering to deadlinesCreating operations processes for completing short and long term goalsDelegating tasks on the project to employees best positioned to complete themMaking effective decisions when presented with multiple options for how to progress with the projectServing as a point of contact for teams when multiple units are assigned to the same project to ensure team actions remain in synergyCommunicating with stakeholders to keep the project aligned with stated goalsPerforming quality control and testing on the project throughout development to maintain the standards expectedAdjusting schedules and targets on the project as needs or financing for the project changes

Coordinate with operations teams to resolve all account issues and escalate all unresolved issues to management.Perform research for all complaints, complete required processing actions, and assist management to resolve all issues efficiently.Maintain records of all received letters from service team to comply with recordkeeping and auditing requirements. Compile and analyze trends to identify pain points. Create possible solutions for future implementation.Resolve all submitted tickets within three days.Act as liaison between service and operations teams to reduce disruption of daily processing for escalated processing requests.

Provide account and operational management to clients within the Advisor Network through extensive daily support and interaction.Maintain a working knowledge of the investment management business, SEI Funds, products and processes necessary to effectively respond to all inquiries from investment advisors.Coordinate with the market unit sales staff and SEI Private Trust Company to facilitate client investment activities.Interact with internal and external clients, as well as teammates, on the telephone, email and in person in a professional and accurate manner.Cultivate and maintain close client relationships through proactive measures and creative customer service.Educate the client and assist in implementing the best possible practices to more effectively use Middle Office products and services to meet their business needs.

Founded a successful company specializing in unique, custom cake creations.Create final design, plan production process, manage income and cost spreadsheets, grow client base through social media advertising, manage order schedule, improve product quality through testing, product delivery, supply management, time and deadline management, always strive to exceed expectations, anticipate and prevent issues.

Once I separated from the Army, I stayed home to care for my two children. During that time, I launched A Koch's Cakes as a side gig to bring in a little extra money doing a creative outlet for myself.

Trained to provide emergency medical treatment at home and on the battlefield, limited primary care, health protection, and evacuation from a point of injury or illness. State-side: responsible for leading, training and managing squad of 25 soldiers.

Receiving, labeling and safely storing samples to be testedCollect and properly store urinalysis, breath analysis, buccal swab and blood panel specimensRecording tests and analyses and then reporting the resultsDiscussing and answering any questions regarding the resultsOrganizing and storing samples in accordance with all safety and other requirements to ensure the safety of personnel and integrity of the sampleCleaning and maintaining lab equipment, including recalibration of equipmentMaintaining equipment records and daily work logs

Greeted guests, managed guest portfolios, answered phones, handled inquiries, sorted and distributed mail, ran reports, managed logs, managed till, and fulfilled guest requests.