Amy Winterhalter Email & Phone Number

Pittsburgh, Pennsylvania, United States

Pittsburgh, Pennsylvania

- Incorporate problem solving skills to develop and maintain the CRM system for better employee usage.- Carry out IT initiatives by acting as first line of technical support between employees and computer company. - Work with new employees to train them on day to day tasks and systems that they may use during their time with the company.- Assist when needed in office and branch moves

Greater Pittsburgh Area

• Developed an effective process to transfer 25 years of client paperwork into a secure online database which was searchable and customizeable• Incorporate problem solving skills to determine the most effective way for the financial advisors to better use the CRM system by meeting weekly to discuss presenting issues and create possible solutions• Verify client database for accuracy and consistency related to the family files as well as individual accounts• Collaborated with the staff of a newly acquired firm to coordinate file compatibility with the online database and ensure a smooth transition for clients

Bethel Park, Pa

• Provided excellent customer service and communication by answering customer questions and concerns and helping them locate items within the store.• Worked in a team based environment to meet needs of customers and meet store goals.• Made use of problem solving skills with other employees to best suit needs of customers.

Bachelor Of Business Administration (B.B.A.), Business Administration, Management And Operations

Minor in Sustainable Management Academic Highlights: PROJECT MANAGEMENT - Collaborated with a small business to implement an updated.

Education record