Brian Ungar

Brian Ungar Email and Phone Number

Office Manager @ Next Era Wealth Management
Brian Ungar's Location
Stoughton, Massachusetts, United States, United States
About Brian Ungar

SUMMARYStrong background of effectiveness and success in the areas of customer service and satisfaction, program development, staff management, payroll and budget management, outstanding organizational/time management, communication, and marketing abilitiesSpecialties: Business Partnership, Program Dvelopment/Initiation, Marketing, Time Managemen, Staff Development

Brian Ungar's Current Company Details
Next Era Wealth Management

Next Era Wealth Management

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Office Manager
Brian Ungar Work Experience Details
  • Next Era Wealth Management
    Office Manager
    Next Era Wealth Management Dec 2024 - Present
    Dedham, Massachusetts, United States
  • Home Market Foods
    Maintenance Office Coordinator
    Home Market Foods Sep 2023 - Sep 2024
    Norwood, Massachusetts, United States
    ▪ Managed and facilitated completion of scheduled maintenance on assets to ensure continued equipment functionality and minimize unexpected downtime▪ Established a spot check program to ensure accuracy and completeness of work orders▪ Created a master spreadsheet of actively open work orders to increase visibility and aid in prioritization▪ Implemented filing system for easy access to invoices for review▪ Ensured all assets were properly labeled for ease of identification▪… Show more ▪ Managed and facilitated completion of scheduled maintenance on assets to ensure continued equipment functionality and minimize unexpected downtime▪ Established a spot check program to ensure accuracy and completeness of work orders▪ Created a master spreadsheet of actively open work orders to increase visibility and aid in prioritization▪ Implemented filing system for easy access to invoices for review▪ Ensured all assets were properly labeled for ease of identification▪ Established weekly walkthrough program with team leads for increased visibility of work in progress▪ Facilitated tagging and labeling all assets with outstanding work to increase awareness▪ Delegated open work orders daily to reduce delays in completion▪ Generated purchase orders for all outside vendor work to facilitate timely payment by finance▪ Communicated information on open work items to assist in scheduling of down time on lines▪ Contributed to special projects with Senior Leadership as assigned▪ Delivered and organized data for end-of-life asset report and provided input on ideal first replacements▪ Collaborated with the Facilities Manager on vendor communication and other projects▪ Provided status updates for open work orders and process improvements at weekly meetings with Senior Leadership▪ Established as SME on Megamation and facilitated training to other teams▪ Spearheaded self training on new programs to expand abilities and working knowledge of internal systems▪ Ensured that new and existing documents are effective for all teams▪ Offered creative and innovative suggestions for continuous improvements to existing processes▪ Filled in for Parts Room staff as needed▪ Accurately and timely received and distributed parts and packages▪ Responsible for ordering PPE, cleaning, and office supplies for multiple teams▪ Coordinated meals for working scheduled and non-scheduled events Show less
  • Integrity Tax & Business Partners
    Office Administrator - Tax Preparer - Bookkeeper
    Integrity Tax & Business Partners Jan 2022 - Apr 2024
    Massachusetts, United States
     Scan/categorize and distribute incoming documents across the companies 4 offices; including but not limited to client invoices, vendor payments and official communication from outside agencies Process invoices upon request of company ownsership including rent and other miscellaneous vendors Manage, maintain and grow bookkeeping client business while optimizing existing administrative processes Schedule and manage virtual and in-person appointments for up to 10 tax… Show more  Scan/categorize and distribute incoming documents across the companies 4 offices; including but not limited to client invoices, vendor payments and official communication from outside agencies Process invoices upon request of company ownsership including rent and other miscellaneous vendors Manage, maintain and grow bookkeeping client business while optimizing existing administrative processes Schedule and manage virtual and in-person appointments for up to 10 tax professionals Data entry of various client tax documents to assist the tax professionals  Ensure tax returns are prepared, signed, paid for and filed on time Perform quality checks to ensure all aspects of tax return are correct before filing with respective agencies Provide excellent customer service via in person, video conferencing, email and phone Show less
  • Btb Sales And Marketing, Inc.
    Manufacturers Representative
    Btb Sales And Marketing, Inc. Apr 2017 - Jan 2022
     Coordinated supplier management and sample inventory control across multiple product lines Facilitated and tracked customer returns to vendors Managed and tracked new and existing opportunities, client/vendor visits, and sales for all customers Prepared and entered customer orders in vendor systems Learned about, cataloged and presented newly released products to customers Developed a successful relationship selling technique through exemplary customer service levels… Show more  Coordinated supplier management and sample inventory control across multiple product lines Facilitated and tracked customer returns to vendors Managed and tracked new and existing opportunities, client/vendor visits, and sales for all customers Prepared and entered customer orders in vendor systems Learned about, cataloged and presented newly released products to customers Developed a successful relationship selling technique through exemplary customer service levels which led to expanded referral business, while managing customer accounts and fostering positive customer relationships Show less
  • Adecco
    Client Program Manager - Recruiter
    Adecco Jun 2012 - Apr 2017
    Canton, Ma And Quincy, Ma
     Managed all aspects of onsite staffing program Gathered, compiled and submitted payroll for all on-site staff Partnered with onsite client managers to forecast business needs and strengthen the strategic partnership Mentored Adecco associates ensuring client expectations are consistently met and exceeded Communicated with management to analyze program strategies ensuring financial goals for the program met or exceeded expectations, including monthly review of P&L statements
  • Seishin Martial Arts/Sport Karate Academy
    Senior Instructor
    Seishin Martial Arts/Sport Karate Academy Nov 2000 - Dec 2014
     Provided fast and efficient customer-focused service through group training and individual coaching  Developed and wrote class plans/curriculum, including monthly belt promotions and student recognition
  • Sports Clubs For Kids- Boston Sports Clubs
    Assistant Programs Manager
    Sports Clubs For Kids- Boston Sports Clubs Dec 2010 - Apr 2012
    -Oversaw all aspects, including budget and payroll of program with revenues totaling $1.3M per year-As camp manager, exceeded all-time high revenue and enrollment records-Planned, coordinated, and oversaw all department programs, including special events (averaging 75 birthday parties per month), sports classes, and private/semi-private lessons-Developed and maintained strong positive relationships with current and past participants -Managed all aspects of performance for up to… Show more -Oversaw all aspects, including budget and payroll of program with revenues totaling $1.3M per year-As camp manager, exceeded all-time high revenue and enrollment records-Planned, coordinated, and oversaw all department programs, including special events (averaging 75 birthday parties per month), sports classes, and private/semi-private lessons-Developed and maintained strong positive relationships with current and past participants -Managed all aspects of performance for up to 70 part-time employees and 2 full-time managers-Recruited, hired and trained all part-time and full-time staff for kids department-Mentored employees to develop their skills in providing stellar customer service-Managed employee development through reviews and Individual Development Plans-Working with upper management, strategized and developed new and innovative programming-Streamlined and condensed programs to improve efficiency of operations-Successfully executed monthly operating plan objectives through department mailings and call lists-Marketed program by strategically distributing promotional materials-Promoted the clubs through strong partnerships with community businesses Show less
  • Boston Sports Clubs For Kids
    Special Events And Party Manager
    Boston Sports Clubs For Kids Apr 2009 - Dec 2010
    -Grew Events Program to total $350,000 revenue per year-Supervised scheduling and staffing for all parties and special events-Coordinated staff schedules to effectively respond to program requirements-Initiated partnerships with local vendors to provide a higher level of customer service -Developed customer referral program to gain new participants -Exceeded sales quotas for numerous consecutive months
  • Town Sports International
    Program Desk Associate
    Town Sports International Aug 2008 - Apr 2009
  • Rivers Day Camp
    Counselor
    Rivers Day Camp 2000 - 2008

Brian Ungar Skills

Training Event Management Outlook Program Management Coaching Management Human Resources Interviews Time Management Sales Staff Development Marketing Onboarding Customer Service Recruiting

Brian Ungar Education Details

Frequently Asked Questions about Brian Ungar

What company does Brian Ungar work for?

Brian Ungar works for Next Era Wealth Management

What is Brian Ungar's role at the current company?

Brian Ungar's current role is Office Manager.

What is Brian Ungar's email address?

Brian Ungar's email address is bm****@****hoo.com

What is Brian Ungar's direct phone number?

Brian Ungar's direct phone number is +150827*****

What schools did Brian Ungar attend?

Brian Ungar attended Becker College, Framingham High School.

What are some of Brian Ungar's interests?

Brian Ungar has interest in Football, Collecting Antiques, Horses, Exercise, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, Watching Basketball.

What skills is Brian Ungar known for?

Brian Ungar has skills like Training, Event Management, Outlook, Program Management, Coaching, Management, Human Resources, Interviews, Time Management, Sales, Staff Development, Marketing.

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