Mercer is a full-service Registered Investment Advisor for Private Wealth and clients seeking to manage their portfolios. Services include wealth management, tax and estate planning.

Our campus is a vibrant and exciting choice for seniors. In my role as a sales specialist and leasing counselor, I help families and their loved ones continue to enrich their lives with our programming and hospitality. Our entire team is focused on making the continuum of care at Balfour one of the leading in the Industry.

Recently, I was engaged as a consultant by Gerson Lehman Group to provide subject matter expertise for IHS Markit. I have contributed to a variety of philanthropic passions in conjunction with raising my children. - Completed multiple professional development courses through LinkedIn Learning to sharpen Agile and project management skills.- Philanthropic work; LMS Gives Day. Contribute to the community through the food bank other local non-profits.- Volunteer at children’s schools, assist in club sports, avid member of PTO at Coal Creek Elementary.

I played an integral role driving new managed services business, consulted with key clients and managed customer journey. I was instrumental in cultivating new relationships with top tier financial institutions to sell Agile managed services, API's and digital design. - Prospected for new customers using proven social media/marketing strategies. Conducted comprehensive discovery to uncover new fixed income manager/financial clients.- Identified key C-Level Executive decision makers fostering long-term customer success.- Created pitch book/project outline to stand up interactive client facing, integrated websites utilizing Agile methodology with two-week sprints. - Managed customer experience for banking/digital clients across financial tools, data feeds, web hosting and design. Facilitated weekly and monthly client calls to ensure customer success. ✶Instrumental in driving end-to-end $125K, 12-week digital design project for PNC Bank- Hawthorn Group to improve UX. Proactively sought new design project opportunity to expand account. Gathered customer requirements and translated to technical team, developed project scope. Worked with client, internal design and development team to establish and present wireframes through iterations, ensuring customer satisfaction. ✶Spearheaded $4M, 24-month+ project with new tier one client, recognized a key opportunity for conversion. Evaluated existing system for replacement to Sitecore Content Management System. Presented value proposition to Director of Digital Design, EVP of Trading & Technology and key stakeholders. Devised initial project scope/plan to deliver in pitchbook. Facilitated onsite consultation, created shared Confluence page for internal organization feedback.✶Drove customer success/relationship with JP Morgan account on $500K ADR site initiative to reskin website and upgrade UX, focused on improving site speed/relevancy. Analyzed existing site and performed competitor assessments to recommend enhancements.

At HUB International, I obtained my insurance broker license to expand my skillset and apply my entrepreneurial talents. Unfortunately, the company was sold and my position was eliminated.-Consulted with clients to provide comprehensive information for informed business decisions, recommending and selling medical, dental, vision and life insurance. -Developed strong prospect pipeline for open enrollment period through compelling email marketing and utilizing paid subscription lists.-Generated new sales opportunities through networking and targeted marketing campaigns and initiatives. -Set up in-person client consultations to present employer sponsored plan benefits. Devised proposals with comprehensive plan option comparisons. Offered expert recommendations based on customer objectives, needs and budgets.-Negotiated contracts and closed initial transactions, developed long-term relationships with owners and C-Suite Executives to procure future service purchases and obtain referrals.-Created Salesforce campaigns to optimize customer success throughout initial enrollment, onboarding and ongoing support. -Partnered with prominent insurance companies and government organizations in CO; Anthem. UHC, Cigna, Humana, Connect for Health Colorado; researched and gathered data on plan options to augment and streamline customer service offerings. ✶Instrumental in upsell of 20% of executive employee’s on qualified life insurance plans. ✶Increased personal commissions ~40% by partnering with Anthem on plan details/modifications.✶Closed sale of health insurance plans for Surna Inc and Wana Brands. Researched, prospected and identified new customer accounts. ✶Transformed account relationship, became broker of record and won contract with client American Produce, abandoned by former broker.

I was promoted to increasingly responsible roles and provided multiple key functions during my 13-year tenure with UBS.-Instrumental in establishing exceptional client relationships while driving revenue through contract renewals. -Served as Business Analyst for Global Head of Trading, providing critical data and information to 20+ traders in Chicago, New York, London, Toronto, Singapore and Sydney.-Managed $25M in third party commission sharing relationships with external brokers for analyst research and company access.-Devised and distributed annual commission reports with $150M commissions to global trading desks as a budget for trading partnerships. -Analyzed and set commission benchmarks to foster strong business relationships.-Led Broker Vote across 250 analysts and portfolio managers, distributed results to provide critical industry feedback and sector coverage.-Adjusted models for portfolio variations to balance accounts and generate trades for sound investment decisions.✶Spearheaded new reporting processes for management to increase budget accuracy and quality measurement of sales research.

Executed model adjustments for 15 portfolio models. Ensured accuracy and affirmation of all equity trades to achieve a 90% T1 affirmation rate. Worked on order generation and settlement