Avery Conrad Email & Phone Number

Los Angeles, Ca, Us

Responsible for moving all client and tenant data to the New Platform. > Helped stood up 2,673 direct and partner tenants on the new platform.> Helped migrate 668,087 users into approximately 9000 user groups.> Helped decommission and pulled reports for 3,328 tenants> Helped custom brand 4,802 sets of client templates. > Helped create and customize 241 reseller tenants.>Helped complete 197 custom and historic relaunch requests

Thousand Oaks, California, United States

Lead role in event cycle planning from design to execution. Coordinate staffing and manage all project delivery tasks within time constraints for full execution and on-time delivery. Details include facilities location selection, catering, special guests, entertainment, communication and posting event details. Ensuring compliance with insurance, legal, health and safety regulations.

Thousand Oaks, California, United States

• Supervisor to students employed to call on behalf of CLU Annual Fund• Successfully phone alumni, parents of students, and local business owners to raise money for the CLU Annual Fund - exceeding target metrics.• Tracked and updated call sheets for accurate reporting• Provided customer service/thank you calls to individuals that provided donations

Leading the way for startups to seek equity-based crowd funding - and take the next steps toward customer engagement. Social media postings to build interest and drive traffic.

Led a diverse team of individuals to win the inaugural, Techstars Startup Weekend at California Lutheran’s Hub101. Techstars and HUB101 offered a great environment for our team to come together, think and collaborate to develop inventive ideas, take next steps in refining the ideas and to formally make our ‘pitch’. It was 3 days of immersion into the realm of startups and an entrepreneurial community.

Woodland Hills, Ca

Licensed Life Agent – State of CA.Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services.- Managing a network of contacts/prospects to set up personal financial and educational discussions.- Partnered with expert financial advisors to assist in the creation and presentation of tailored financial plans for each client.- Mentored by a full time advisor to create weekly activity goal targets, improve communication, sales skills, and expand financial planning knowledge.

Folsom, California, United States

• Offering a welcoming environment and facilitating studio operations and sales• Thrived in a fast-paced environment, able to multitask and handle various situations and responsibilities• POS and Cash drawer experienced, including daily balancing and close procedures

Master Of Business Administration - Mba

Bachelor'S Degree, Business - Innovation & Entrepreneurship - Minor In Psychology, Cum Laude

Activities and Societies: 2022 Business Management Banquet - Master of Ceremonies CLU Women's Swim Team, Scholar Athlete