Ashley Kaplaniak Email & Phone Number

Canton, Mi, Us

Greater Detroit Area

• Managed financial transactions and wealth management for clients.• Restructured operational systems for the Taylor site, training financial advisors in banking protocol and overarching corporate strategy, maintaining alignment with guidelines.• Selected to oversee the Hantz Bank division, supervising the team to ensure client issues were resolved and optimize customer service, as well as mortgage documentation and application preparation.• Performed debt analysis in partnership with a financial advisor and Certified Public Accountant (CPA).• Monitored financial and sales activity including mortgage goals, consumer loan goals, and services offered, preparing reports to inform strategic planning.• Recruited to implement a program to bridge financial advisor and banking relationships, overhauling the teller and private banker structure to increase efficiency and enhance workflow.

Various Locations

• Photographed live concerts for social media promotions and other marketing material.• Leveraged knowledge of professional photography to adequately manipulate lighting and exposure to optimize photo quality and brand appeal.• Communicated with artist management personnel to secure partnership opportunities.• Recent engagements include: Mothxr, The Japanese House, The 1975 concert last November, and Pop Evil. New to the docket: The Maine and HIM

Greater Detroit Area

• Supervised activity for financial advisors to identify areas of improvement and increase profitability.• Trained new hires in insurance services and client presentation skills to streamline the policy creation process and increase sales.• Determined marketing opportunities to expand business-to-business (B2B) partnerships and client base.• Collaborated indirectly with the company’s marketing team to create and publish marketing materials, ensuring compliance with overarching public relations (PR) standards.

Greater Detroit Area

• Monitored activity for a group of financial advisors, partnering with the CPA to offer financial services to meet weekly goals.

Greater Detroit Area

• Recruited to provide administrative support to financial advisors, coordinating and preparing documentation related to application.• Spearheaded a marketing campaign to provide alternative consultative sales methodologies, generate new leads, and expand referral base.• Simplified client services by maintaining schedules and streamlining operational processes.

Greater Detroit Area

• Liaised between clients and cosmetologists to coordinate scheduling and appointments for employees.• Coordinated brand presence at special events, overseeing product placement, displays, and promotional efforts for new product launches and salon services.• Leveraged consultative selling skills to offer new products to clientele, using customer purchasing history to tailor sales and marketing presentations.

East Lansing, Mi

• Expanded awareness for three programs (Michigan Coordinated Access to Food for the Elderly, the Legal Hotline for Michigan Seniors, and the Michigan Pension Rights Project).• Created public service announcements (PSAs), newspaper advertisements, and other marketing materials.• Prepared the annual report to inform stakeholders of program updates; wrote website content to promote new services.