Caitlin Schaefer Email & Phone Number

Jersey City, New Jersey, Us

Serve as the lead liason between Lord Abbett and select US Broker Dealers, currently responsible for $25B of Lord Abbett client AUM. ––––––––––––––––––––––––––––Develop strong relationships throughout corporate home offices by aligning initiatives with senior executives, research teams, product/platform managers, and business consultants.––––––––––––––––––––––––––––Improve product availability and enhance product placement across platforms, recommended lists, and model portfolios.––––––––––––––––––––––––––––Drive home office partnership opportunities by collaborating internally across business leaders, sales, marketing, and client data.––––––––––––––––––––––––––––Gather data to create and communicate internal and external reports for senior/c-suite executives.––––––––––––––––––––––––––––Speak at conferences and gatherings across the nation on the power of community engagement in business growth.––––––––––––––––––––––––––––Effectively manage a partnership budget and measure ROI.––––––––––––––––––––––––––––Represent the Lord Abbett brand during frequent travel for client meetings, events, and conferences.

Jersey City, New Jersey, Us

Provide national accounts coverage for developing/growing relationships across US Broker Dealers.––––––––––––––––––––––––––––Develop strong relationships throughout broker dealer home offices by working closely with research teams, product/platform managers, business consultants, and executives. ––––––––––––––––––––––––––––Improve product availability and enhance product placement across platforms, recommended lists, and model portfolios.––––––––––––––––––––––––––––Drive home office partnership opportunities by collaborating internally across business leaders, the sales team, marketing, and client data.––––––––––––––––––––––––––––Gather data to create and communicate internal and external reports for senior leadership.––––––––––––––––––––––––––––Effectively manage a partnership budget and measure ROI.––––––––––––––––––––––––––––Represent the Lord Abbett brand during frequent travel for client meetings, events, and conferences.

Jersey City, New Jersey, Us

Proactively engage Financial Advisors in the metropolitan areas of Dallas, TX and Tampa Bay, FL in an effort to enrich existing relationships, identify cross-selling opportunities, and originate new producers. ––––––––––––––––––––––––––––Understand and assess market conditions in an effort to provide clients with the highest level of investment expertise and elevate the investment conversation.––––––––––––––––––––––––––––Proactively contact financial advisors to share current market updates, communicate actionable sales ideas, and deliver business development ideas to help them grow their book of business. ––––––––––––––––––––––––––––Create illustrations, comparisons, and provide research to help financial advisors prospect, close the deal, and get more assets through the door. ––––––––––––––––––––––––––––Build individual relationships with 4,000+ financial advisors by truly caring about their individual success and providing immediate service. ––––––––––––––––––––––––––––Bring in $1.2 billion in net sales in my region and work as a team to bring in 33,000 total producers for FY 2019.––––––––––––––––––––––––––––Articulate a deep knowledge of Lord Abbett products and then execute marketing campaigns and use data to identify qualified leads.

Springfield, Mo, Us

Serve as a voice for 26,000 students by advocating for diversity, inclusion, student wellness, and higher education. --------------------------------Utilize task management software to lead a cross-functional team of 23+ Cabinet Members. --------------------------------Serve as a support role for 40+ platform projects.--------------------------------Created an onboarding process for new Cabinet members and senators to increase member retention and experience.--------------------------------Directly oversee budgeting and utilization of $1.1M of university student funds.--------------------------------Write, edit and read university and organization communications for clarity, brevity and sensitivity.--------------------------------Communicate student findings and recommendations to higher administration and the student body. --------------------------------Maintain a big picture view of the organization by responding to future needs with creative solutions.

Springfield, Mo, Us

Complete basic office duties such as organizing, filing, scheduling, and providing customer service to faculty, staff, and students. ––––––––––––––––––––––––––––Manage office holdings, personnel action forms, and review departmental budgets. ––––––––––––––––––––––––––––Create “How to Manuals” for office procedures to promote effective employee transition. ––––––––––––––––––––––––––––Perform historical research to assist staff in executive deliverables. ––––––––––––––––––––––––––––Edit executive communications before they are released to the public.

Springfield, Mo, Us

SOAR is one of the most selective student employment and leadership opportunity at Missouri State University. Those selected go through a semester long leadership training course in order to be prepared for an intensive summer of new student orientation.Responsibilities are listed below:Facilitated new students through Missouri State's student orientation program while providing an upbeat, enthusiastic, and comfortable atmosphere.––––––––––––––––––––––––––––Answered questions about campus resources and provided advice to students and family members.––––––––––––––––––––––––––––Mentored incoming students by allowing them to learn about Missouri State's Public Affairs mission (Cultural Competence, Ethical Leadership, and Community Engagement).

Springfield, Mo, Us

Represented the student body as a member of Cabinet on the University’s legislative branch while serving as a voice for the student body.––––––––––––––––––––––––––––Collaborated with nine departments that fall under Student Affairs to suggest/ implement positive improvements for the campus community.––––––––––––––––––––––––––––Led a committee of senators in an open and inclusive environment to express ideas and thoughts. ––––––––––––––––––––––––––––Represented the students on the Wellness Center Building Committee to ensure students have an input in the new building project. ––––––––––––––––––––––––––––Created a Student Initiative Fund that renews annually with $100,000 dollars. The fund can be utilized on projects proposed by any member of the student body.

Atlanta, Georgia, Us

Communicated with members who were contemplating the status of their membership and worked to reach a collaborative solution. ––––––––––––––––––––––––––––Oversaw 42 different officers while ensuring all deadlines were met and documentation was received. ––––––––––––––––––––––––––––Served as a liaison between the chapter and the national office.––––––––––––––––––––––––––––Served as Chairman of the Executive Board while conducting efficient meetings.––––––––––––––––––––––––––––

Jefferson City, Missouri, Us

Customer Service• Using effective communication with our clients, prospective clients, other agents, and various agencies by mail, over the phone, through email, or face to face.• Proving customer service over the phone and through email by answering questions and setting up various appointments. • Greeting clients as they enter the office and displaying hospitality. ––––––––––––––––––––––––––––Advertising • Creating advertisements and write-ups for both real estate properties and auctions.• Submitting final products to various agencies and tracking advertisement costs.• Promoting new listings and auctions on social media to increase client outreach.––––––––––––––––––––––––––––Financial • Managing all purchases and deposits using Quickbooks.• Completing monthly reconciles for three different office accounts.• Managing the company’s rent roll and assisting in the transition to a new, more efficient system.• Making deposits, paying bills, and filling invoices.––––––––––––––––––––––––––––Office Duties• Updating the company website to ensure accuracy and viewer accessibility.• Updating MLS when a property sells or is changed.• Preparing law binding contracts for property sales. • Maintaining office organization and executing various other typical office duties.

Jefferson City, Missouri, Us

Attend auctions and enter item descriptions and bidder numbers into Auction Flex at a rapid pace in order to maintain a constant flow of communication with the cashier.––––––––––––––––––––––––––––Balancing the auction to ensure every bidder has paid and that the total matches the money received.––––––––––––––––––––––––––––Preparing settlement statements for clients that breakdown their expenses and how those expenses lead to their net auction income. ––––––––––––––––––––––––––––Creating personalized settlement letters that thank the client for his or her business and give an easy to understand, written breakdown of his or her net income. ––––––––––––––––––––––––––––Writing the check for the client's total income and mailing all of the above documents to him or her in a timely manor.

Reston, Va, Us

Oversaw communication for our state delegation of 15,000 members.––––––––––––––––––––––––––––Served as a state officer, public speaker, and award presenter at a State Leadership Conference with around 4,500 attendees.––––––––––––––––––––––––––––Updated all social media outlets with the goal to increase member virtual involvement.––––––––––––––––––––––––––––Created a “Photo of the Month” challenge to encourage members to participate in more chapter activities.––––––––––––––––––––––––––––Contracted several conference sponsors including the University of Missouri- Columbia and Missouri State University to help fund our State Leadership Conference.––––––––––––––––––––––––––––Worked with my fellow state officers to fulfill our program of work.––––––––––––––––––––––––––––Attended various conferences throughout the year to present workshops and help facilitate events.––––––––––––––––––––––––––––Spoke with local legislators as an advocate for FBLA while asking for their support in CTE funding.

Bachelor Of Business Administration - Bba, Business Administration And Management, General

High School Diploma