Anna Renee Wellman

Anna Renee Wellman Email and Phone Number

Manager @ Delray Beach, FL, US
Delray Beach, FL, US
Anna Renee Wellman's Location
Miami-Fort Lauderdale Area, United States
Anna Renee Wellman's Contact Details

Anna Renee Wellman phone numbers

About Anna Renee Wellman

How can I help? I help care for, protect and preserve multimillion-dollar luxury estates and superyachts while also providing administrative and C-suite executive level support. With my MBA from a top ten business school in America, my background in accounting and my superyacht hospitality experience, I have been able to improve the operations, efficiency, and luxury environment for each organization that I work with. As I pursue my next growth opportunity, I am looking to take on a role that combines my expertise in working with UHNW individuals, my business acumen, and accounting knowledge to help produce results that are critical to the businesses’ objectives.

Anna Renee Wellman's Current Company Details
Private Estate - Ultra High Net Worth Family

Private Estate - Ultra High Net Worth Family

Manager
Delray Beach, FL, US
Anna Renee Wellman Work Experience Details
  • Private Estate - Ultra High Net Worth Family
    Manager
    Private Estate - Ultra High Net Worth Family
    Delray Beach, Fl, Us
  • Uhnw Private Family
    House Manager
    Uhnw Private Family Dec 2020 - Present
    Miami-Fort Lauderdale Area
    Hands on energetic manager in charge of development, management, and oversight of primary residence as well as administration, staffing, housekeeping, service, vendor and contractor relations, financial supervision, policy implementation, and security. Navigating responsibilities with a high sense of professionalism, intelligence, maturity, sensitivity, and discretion.
  • My Sweet Emocean And My Legacy
    Chief Stewardess
    My Sweet Emocean And My Legacy Jul 2020 - Oct 2020
    The Bahamas
    Executing all interior duties including floral arrangements, theme nights, craft cocktails specific to the primary’s tastes, and guest itinerary creation for week-long Bahamas trips Surprised the guests with an impromptu blind rosé wine tasting that accompanied a rosé all day table setting
  • Sail Yacht Artemis
    Chief Stewardess
    Sail Yacht Artemis Aug 2019 - Dec 2019
    West Palm Beach, Florida Area
     2-day turnaround from shipyard to guest-on for a 9-day New England trip for 8 guests.  Wine pairings for three coursed plated silver service dinners Extensive Refit/Shipyard – protection of all guest areas, liaising with contractors, relaying progress to the owners and gathering quotes for contract work Created picture inventory of all guest valuables and a storage plan Improved accounting methods and efficiency of bookkeeping by standardizing reports and creating a system for receipt tracking
  • Motor Yacht Excellence
    Chief Stewardess
    Motor Yacht Excellence Jun 2019 - Jul 2019
    Old Lyme, Ct
     Hired, led and taught a green second stew the ins and outs of housekeeping, laundry, andservice. Owner trips to New England anchorages and marinas with up to 8 guests onboard.  Orchid care and creating weekly flower arrangements
  • Motor Yacht Alessandra
    Chief Stewardess
    Motor Yacht Alessandra Nov 2017 - Jun 2019
    West Palm Beach, Florida Area
     Experience in all aspects of silver service, housekeeping, and laundry for a prominent politically affiliated owner with high profile guests, a golden doodle, and multiple children on board (ages 4, 6, 8, 13, 24) Managing and scheduling for three interior stews on a liveaboard program Kept a running list of all inventory and provisioned for crew needs and guest trips Exterior crew support – tender driving | jet ski launching | lines | fenders 3-month shipyard period with extensive detail cleaning Created elegant charter ready conversation-worthy table settings and theme nights  Uniform purchasing saved 10,000+ dollars worth of crew and guest giveaway clothing
  • Cs&L Cpas
    Tax Staff Accountant
    Cs&L Cpas Jul 2016 - Oct 2017
    Bradenton, Florida
    Preparing federal and state tax returns for both individuals and businesses. Expanding my knowledge of tax laws through my own research and the training I've received from mentors. Improving the efficiency of the firm by teaching software shortcuts and helpful hints to coworkers.
  • Indiana University
    Teacher For Kllc Community Development (T134) / Graduate Assistant
    Indiana University Aug 2015 - May 2016
    Bloomington, Indiana
    Educated over 50 freshman students about how to be successful in the workplace. Provided feedback and advice to these students regarding their career paths. Planned and researched teaching materials to be presented in class.
  • Pwc
    Tax Intern
    Pwc Jun 2015 - Aug 2015
    San Francisco, California
    Worked in the Private Client Services Tax Department preparing workpapers as well as tax returns for individuals and businesses. Researched potential new clients and presented my findings to a room full of partners. Familiarized myself with PwC's tax software and research tools.
  • Pwc Australia
    Assurance Intern
    Pwc Australia Apr 2015 - May 2015
    Sydney, Australia
    Improved earnings per share testing by creating new templates and gathering additional data from the client. Created lead sheets to compare historical data with present year audit findings. Gained an understanding of Australian banking financial statements and improved my knowledge of IFRS.
  • Indiana University
    Graduate Assistant For Cost Accounting (A325)
    Indiana University Aug 2014 - May 2015
    Bloomington, Indiana
    Graded tests using objective and subjective grading measures, Improved PowerPoint slides so that they were relevant to students, Researched NCAA coaching statistics for a journal being written by my supervising professor, Edited several journal entries before submission to scholarly magazines, Edited macros to gather data regarding word sentence structure in financial reports.
  • Marathon Petroleum Corporation
    Internal Audit Intern
    Marathon Petroleum Corporation May 2014 - Aug 2014
    Findlay, Oh
    Identified 5 exceptions in the tax, revenue and treasury departments as well as Marathon’s refineries and provided corrective action that was later reviewed to ensure compliance with SOX regulations. Led meetings with process owners to understand the financial implications of the control that was being tested which established a relationship of trust between the auditee and audit team. Created a spreadsheet by using data analytics that helped calculate Marathon’s 62% match contribution to the United Way in a more efficient manner
  • Cs&L Cpas
    Tax Intern
    Cs&L Cpas Jan 2014 - Apr 2014
    Bradenton, Fl
    Prepared individuals and businesses tax returns using SurePrep, Lacerte, Caseware, GoFileRoom, TValue5, and SaxTax. Raised brand awareness through networking with potential clients. Fixed client's books to accurately reflect correct revenues and expenses. Made adjusting entries to client's books to correctly categorize deductible items.
  • Indiana University Recreational Sports
    Facility Support
    Indiana University Recreational Sports Feb 2013 - Dec 2013
    Bloomington, Indiana
    Responded to code reds by leading EMT’s to an accident and securing the area. Inspected and cleaned the Student Recreational Sports Center and Wildermuth Intramural Center
  • Indiana University Auditorium
    Volunteer Usher
    Indiana University Auditorium Aug 2011 - May 2013
    Escorted patrons to their seats and provided patrons with information about the show they were going to see.
  • Dairy Queen
    Cashier Server
    Dairy Queen Jun 2012 - Aug 2012
    New Haven, In
    Cashier, Ice Cream Treat Maker
  • Iu Event Services
    Game Day Admissions Attendant
    Iu Event Services Sep 2011 - Mar 2012
  • Hpn Marketing Services, Inc,
    Marketing Intern
    Hpn Marketing Services, Inc, Jan 2011 - Jun 2011
    Proofreading, Learning about an account executive's job responsibilities.

Anna Renee Wellman Skills

Microsoft Excel Microsoft Office Access Powerpoint Microsoft Word Teamwork Customer Service Research Public Speaking Data Analysis Social Media Financial Analysis Time Management Leadership Event Planning Team Leadership Statistics Social Networking Strategic Planning Auditing

Anna Renee Wellman Education Details

Frequently Asked Questions about Anna Renee Wellman

What company does Anna Renee Wellman work for?

Anna Renee Wellman works for Private Estate - Ultra High Net Worth Family

What is Anna Renee Wellman's role at the current company?

Anna Renee Wellman's current role is Manager.

What is Anna Renee Wellman's direct phone number?

Anna Renee Wellman's direct phone number is +126049*****

What schools did Anna Renee Wellman attend?

Anna Renee Wellman attended Indiana University Bloomington, Concordia Lutheran High School.

What are some of Anna Renee Wellman's interests?

Anna Renee Wellman has interest in Networking, Skiing, Helping Others, Baking, Analyzing Financial Statements.

What skills is Anna Renee Wellman known for?

Anna Renee Wellman has skills like Microsoft Excel, Microsoft Office, Access, Powerpoint, Microsoft Word, Teamwork, Customer Service, Research, Public Speaking, Data Analysis, Social Media, Financial Analysis.

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