// Managed and led the operations team of 7 employees providing top tier customer service for clients. // Using my Kolbe Certification I helped coach and guide teams and team members to work more productively using their natural talents. // Supported business goals for doubling assets in 5 years by designing and developing intentional relationship development platforms, and targeted referral management processes.// Created a “surprise and delight program”, an additional customer… Show more // Managed and led the operations team of 7 employees providing top tier customer service for clients. // Using my Kolbe Certification I helped coach and guide teams and team members to work more productively using their natural talents. // Supported business goals for doubling assets in 5 years by designing and developing intentional relationship development platforms, and targeted referral management processes.// Created a “surprise and delight program”, an additional customer service appreciation platform that all employees utilized to support and promote customer engagement and relationships. // Created, streamlined, maintained process for consistent and collaborative onboarding of new clients, client reviews, and relationship management. // Managed successful annual and quarterly compliance audits with outside council, using Project Management software Asana . // Planned and managed 2 to 6 virtual and in-person education workshops annually. Management included the design and execution of workshop objectives and content; contract negotiation, and all communication with vendors and attendees.// Coordinated and facilitated community meetings, team building events, customer appreciation events, and holiday celebrations, annually. Show less

I returned to JGP to help with the start up of the company, special projects and spearheading new and current client orientation and training on JGP's website platforms.

// Fostered and built client relationships by proactively communicating account maintenance and administrative needs.// Responsible for all event and workshop planning ranging from golf tournaments, economic updates, educational seminars, and small appreciation events.// Website creation and management.// Acted as concierge to high net-worth clients, assisting with financial needs and travel to strengthen the business relationship.// Oversaw management of contact management… Show more // Fostered and built client relationships by proactively communicating account maintenance and administrative needs.// Responsible for all event and workshop planning ranging from golf tournaments, economic updates, educational seminars, and small appreciation events.// Website creation and management.// Acted as concierge to high net-worth clients, assisting with financial needs and travel to strengthen the business relationship.// Oversaw management of contact management systems, including maintenance and upgrades. Show less

// Assistant manager of showcase Pearl District branch.// Planned and hosted community events for clients and neighbors.// Conducted tours to industry executives of innovative flagship branch.// Forged and managed relationships with business and retail clients.

client outreach and communication, management of contact management system, tracking on boarding of new clients, planned events and workshops for clients

prepared proposals, assisted in administrative needs, research and documentation processing