Coordinated event logistics, including venue selection, vendor management, and budget tracking.Performed event registration maintenance in company ticketing system, including responding to attendee inquiries, making registration changes, and providing updates to team members and clients.Communicated with clients and partners professionally via email, Zendesk, phone, in-person, and other channels.Ordered, gathered, and set up all event supplies.Actively used a multi-platform approach to manage projects, via Google Suite, Shopify, Stripe, Zendesk, Hubspot, and company CRM.Ensured event websites were up-to-date with correct information, including dates, pricing, and other details.Created RFPs (request for proposals) and sent them to potential hotels/venue spaces for events.Conducted market research, gathered information, and negotiated contracts for review by the Director of Events.Executed menu selection and guaranteed/estimated attendance numbers.Coordinated with outside vendors, such as AV or production companies.Collaborated with the event team's data analyst to develop interactive dashboards using Domo Data Experience Platform. Prepared comprehensive data analytics reports summarizing key metrics and insights from past and upcoming events.

Directly reports to the Chief Marketing Officer to assist in the people experience at Vision Solar.Provides bi-weekly payroll reports through Google Sheets that focuses on pivot table and vlookup analytics pulled from Paychex reporting systems. Planned and managed a non-profit trek in partnership with GivePower Foundation: including employee communications, travel planning, group coordination, and emergency travel.Drafts, formats, and edits the monthly employee newsletter, The Current, in partnership with five department leaders. Drafts updates to visionsolar.com blog and website updates. Provides support for internal presentation, communication and report building requests utilizing GoogleSuites.Assists in managing the back-end logistics for monthly and quarterly internal company-wide broadcasts such as State of the union meetings, financial wellness webinars, Ask Me Anything live Q&A sessions. Assists in planning, contracting, purchasing, and hosting off-site regional events.Manages consumer facing awards and publications for culture/workplace and performance recognition. Manages social media profiles: consumer-focused Meta platforms (Facebook and Instagram) as well as candidate-focus platform, LinkedIn.Acts as primary Office Administrator for regional office location, including facilitation in office supply management, event planner and Human Resources facilitator.Facilitates new platform research - Webinar hosting, event coordination and travel management.

Seasonal position for Medicare Annual Enrollment Period

Maintains general office, including answering phone calls, assisting walk-in clients and sustains office contracts. Acts as a liaison between Arizona office representatives and Human Resource department located in New Jersey, as well as collects onboarding information for potential hires. Plans and coordinates in/out of office events for employees.

Seasonal position for Medicare Annual Enrollment Period.Filtered incoming client phone calls and managed office calendar.Reviewed 400+ client medication lists and potential Medicare plans for each list.Communicated with clients via telephone and email the plan options and the process of enrollment intoa new plan.Created a client tracking sheet that utilized pivot tables to describe a summary of the action taken inthe enrollment period for 2020.

Reported to the CEO and Founder to assist in the management of multiple calendars, travel arrangements, and coordination of prospective & current client meetings utilizing Redtail CRM and Google Suite.Provided marketing assistance by planning large 50+ client and internal events which included obtainingcatering bids, city permits, entertainment packages, and bill collection.In charge of building out an additional 2400sqft office space, which included communication with propertymanagers, HOA council, City of Chandler and various contractors. This included the installation of allcomputers, lighting, wiring, security system and the ordering of furniture. I was in charge of reviewingthe lease contract, paying invoices and securing the city and security permits.I assisted in coordinating over 50 client workshops and educational events while utilizing Sage web andAdobe InDesign to create all marketing materials.Experienced in financial advisory and insurance producer licensing and renewal through FINRA and NIPR.