PROFILE:Highly motivated ADMINISTRATIVE PROFESSIONAL with advanced technical skills and over 20 years successfully supporting executive staff. Ability to excel in fast-paced and changing environments, while successfully organizing staff and carrying out complex tasks. Demonstrated expertise in diverse areas including project management, scheduling, grant writing and customer service.CURRENT OBJECTIVES:Now that our business has become incorporated as Compass Rose Financial Planning, Inc., my role is to continue to manage and ensure this firm's position as being Coachella Valley's quintessential Fee-Only Financial Planning practice and Fiduciary for our investors, while maintaining the lowest fee of any Certified Financial Planner in this location.SKILLS & EXPERTISE:Managing employees and interns, customer relations, data entry, database administration, grant writing, materials management, meeting facilitation, day-to-day operations, Advyzon Customer Relationship Management (CRM) Database, MoneyGuidePro and NetDocuments. Staying current with Apple and Microsoft Operating Systems and software, which includes the following: Microsoft Word, Excel and Powerpoint.
Listed skills include Training, Customer Service, Project Management, Budgets, and 12 others.