• Instructed individuals and classrooms of up to 10 students in an online/remote format• Designed, planned, and developed each program and project (units, lessons, materials, exams) related to mandated curriculum, standards, and student needs, including setting and hitting KPIs and timelines• Used tools such as FileMaker Pro and the Microsoft Office Suite to monitor student and overall classroom progress, behavior, etc. and take appropriate action based on the insights and data• Students ranged in age from teenagers to adults, pre-intermediate to advanced levels• Encouraged students to speak as much as possible inside and outside the classroom to improve fluency and confidence

• Provided HIPAA compliant support, crisis intervention, and suicide prevention techniques for persons in distress• Conducted suicide and homicide risk assessments; accurately documented and logged caller interactions• Regularly participated in crisis training courses, such as ASIST, Psychological First Aid (PFA), and Just in Time (JIT)

• Member of a three-person team that managed over $950 million in assets for non-for-profit community foundations, continuing care facilities, schools, and cultural institutions across the country• Provided fiduciary advice for the boards of directors, trustees, employees, and other stakeholders of client organizations• Streamlined operational processes including day-to-day responses to client inquiries, the onboarding of new clients, completing lengthy RFPs, and the procedure for training new team members• Utilized Excel and Bloomberg to compile quarterly and ad-hoc portfolio return and benchmarking data. Regularly placed trades and rebalanced client portfolios. Drafted RFPs (Requests for Proposal) for prospective clients• Encouraged an in-depth understanding of each client's organization to facilitate relationships and to foster the best possible client experience. Worked in conjunction with clients to achieve their short and long-term goals

• Member of a small team which assisted 45 high net worth families/clients• Developed strong and trusting relationships with clients. Demonstrated meaningful interpersonal skills to comprehend and meet unique client needs. Fostered an environment of open, effective, and timely communication• Committed to ongoing education and personal professional development• In coordination with my team, facilitated a menu of services for clients including investment management, retirement planning, tax and accounting services, insurance planning, banking and cash management, business planning, closely-held business retirement plan services, estate planning, and philanthropic strategies• Responsibilities ranged from organizing and contributing to client and family meetings to resolving client inquiries and concerns. Performed research and due diligence on retirement plan and client requested holdings

• Delivered excellent customer service and instruction to financial advisors, sales associates• Five-time “Blue Chip Award” recipient in honor of exceptional service• Analyzed and handled time-sensitive client documents; examined legal documents for compliance and approval• Contributed to my team on a daily basis to optimize workflow and collective performance• Reviewed, approved, and maintained Corporate, LLC, Partnership, Qualified Plan, Estate accounts & respective paperwork• Assisted advisors in opening and transferring accounts; investigated extensive data elements for conversions• Adhered to strict regulatory rules & regulations including CIP, AML, FATCA, and Books & Records• Grew technical experience with professional software programs including Microsoft Office, Beta, and Thompson• Acquired a unique perspective of the operations side of the finance and brokerage industry

• Reviewed documents for compliance with regulatory rules and corporate procedures• Researched inquiries; executed operational tasks for securities and cash related transactions and processes

• Augmented interpersonal skills; delivered outstanding customer service• Enhanced organization and prioritization skills in fast-paced environments

• Sold PCs, printers, software, and other technology items• Received commission pay based on sales of technology services and warranties• Thrived in a team atmosphere with an emphasis on the best possible customer experience

• Provided customer service and training with WebMedley website creation software• Utilized client relationship and content management systems such as Salesforce, Peachtree, and Microsoft Excel for accounting and data management• Developed small business marketing experience• Invoiced clients and followed up on outstanding payments

• Acquired logistics experience through mapping and following routes• Developed teamwork skills in completing challenging assignments with coworkers • Part of the most effective client facing branch of the company’s customer relations