o Manage domestic and international travel for CEO and managers including airline and hotel reservations, VISA applicationso Support the Food Service Director and District Managers with Vendor Food Shows, updating weekly price lists, and projectso Work closely with the Retail Team to market promotions and upcoming events via social media platforms such as Facebook and Instagramo Oversee research and special projects for CEO, CFO, Production team and Food Service teamo Managed customer complaints

- Provide administrative support to multiple Financial Professionals (FPs) to include telephone coverage, calendaring, written and verbal communications, expense tracking and conference room booking-Create client files for annual reviews including account information, reports and required forms to be completed-Input new applications and service form requests for accuracy to appropriate area, submit any corrections needed and follow process till approved-Scan and upload all pertinent client information required into the PaperClip software-Create and submit seminars for approval, create invitation and post on website, as well as coordination of seminar logistics and any documents requiredKey Accomplishments:- Completion of uploading any remaining paper client files to PaperClip for multiple FPs- Managing of work for multiple FPS

o Provide administrative support of the Rocky Mountain Region’s Senior Vice President to includecalendar management, correspondence, client communications and expense reportso Process applications accurately for submission, coordinate with SVP for any underwriting needs or resolving of problems, continued follow up for resolution, complete replacement or transfer forms to fund or settle policies and follow through to approvalo Organize and prioritize client information, inquiries, requests and phone callso Coordinate and manage meetings, presentations and seminars for the Business Strategies Group of the Rocky Mountains which is geared to the small to medium sized business cliento Collaborate and coordinate all logistics for Branch events/training the SVP leads to include: reserving rooms, any online interactions, invitations & RSVP tracking, and acquiring or creating materials neededKey Accomplishments:• Staff member asked to be part of the Branch Culture group to coordinate collaborative events and meetings to enhance the team culture• Created a filing system for SVP to be able to organize and prioritize paperwork• Tasked with transfer of old client flies from the company’s OneDrive system to PaperClip software for ease of use

o Provided administrative support for VP of Economic Development in all administrative areaso Managed meetings and projects for office, staff and Board Memberso Tasked with logistics for conferences, events, and trade showso Researched Economic Development expenditures for inclusion in annual organizational budget Key Accomplishments:• Exceeding previous year’s Annual Luncheon Sponsorship dollars by 47%, with overall net revenue increase of 68%• Improved year-over-year attendance of bi-monthly Partnership meetings by 25%• Key driver in multi-year engagement with Colorado Companies to Watch Program and Winners• Created a comprehensive and dynamic database for lead generation and corporate outreach • Provided detailed research and data for companies

o Provide administrative support for President/CEO and VP of Economic Development to include all administrative and office management functions, communication with members, partners and vendorso Managed and delivered successful annual luncheonso Executed and implemented accounting, administrative and human resources functions Key Accomplishments:• Development of comprehensive annual organizational budget of $2 Million• Created and facilitated ongoing budget tracking • Successfully managed corporate audits and tax preparation with audit team for 3 years• Effectively coordinated staff projects and office coverage

o Supported C-level executives o Implemented seven Leadership Series programs annually. o Managed and maintained administrative, office, program enrollment and material processing. o Executed finance and human resource functions Key Accomplishments:• Successfully negotiated contracts for the Leadership Series® speakers and the venue• • Marketed and promoted all courses/programs maximizing attendance• Assisted in creation of iLoveFeedback® training manual