Michael Crick Email and Phone Number
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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.
Compass Rose Financial Planning & Investment Management
View- Website:
- compassrosefp.com
- Employees:
- 3
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Operations ManagerCompass Rose Financial Planning & Investment Management Mar 2007 - Present333 N. Palm Canyon Drive, Suite 112-A, Palm Springs, Ca 92262Schedule and manage client meetings, transcribe meeting minutes, answer phones, conduct travel arrangements, sort mail, perform data entry, maintain and scan client files and business related documents.Oversee website content, advertisements, fliers and prospective client materials for our Flex Folder.Responsible for vendor selection and management of vendor accounts, including subscription renewals.Managing and instructing interns and employees on day-to-day operations.
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Grant Writer (Contracted Part-Time)Golden Rainbow Senior Center - Sage Jun 2008 - Sep 2009Palm Springs, Ca 92264Partnered with Executive Director to develop and submit corporate and government grant proposals.
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Assistant Editor (Volunteer)Golden Rainbow Senior Center - Sage Jun 2008 - Sep 2009Palm Springs, Ca 92264Assisted with the creation of monthly newsletter.Created a unique poster to publicize bingo event which was selected as storefront window advertisement and published in volume 14, issue 9 of the Desert Daily Guide.
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Art Committee Gallery Assistant (Volunteer)Desert Pride Community Center Nov 2007 - Apr 2008Palm Springs, Ca 92264Assisted with prep work of gallery walls, as well as the installation and removal of artwork.
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Senior Administrative Assistant (Legaltech Group)Intel Legal Department Jul 2001 - Mar 2007Santa Clara, Ca 95054Resolved an annual average of 600 departmental support requests, including equipment purchase and installation, LexisNexis user account support, conference room scheduling, as well as trainings conducted by Legal Departmental personnel, who in addition, requested assistance with conference room support.Created and maintained an expense spreadsheet, monitoring monthly and quarterly expenses that assisted my direct management with identifying and targeting my group's yearly budget and projected budget, in excess of $750K.Assisted technicians with completion of their continued training education, and acquisition of server upgrades and network equipment; partnered with the Intel Purchasing Department to find alternate and approved suppliers capable of providing best prices and reliable delivery of goods and services.Scheduled and facilitated over 10 LexisNexis trainings annually and served as liaison with LexisNexis to secure new user accounts and resolve user account issues.Administered the transition of over 115 new hires for the Legal Department, during the course of 6 years, ensuring each employee had network and e-mail accounts, access rights, computer resources and office accommodations. -
Patent Database SpecialistIntel Legal Department Oct 1998 - Jun 2001Santa Clara, Ca 95054Served as a primary contact to five contracted law firms for the Patent Disclosure ProgramAccurately and efficiently assigned and distributed Invention Disclosures, based upon their relevant technologies, to Intel Patent Attorneys and assigned Patent Attorneys working within the contracted law firms.Performed data entry, generated reports and played a key role with a critical, high-profile project of converting paper records (Patent Disclosures) to be incorporated into an automated electronic database system, and brought in-house, in order to drastically reduce overhead costs and improve efficiency.
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Administrative AssistantIntel Library (Central Distribution Center) Apr 1996 - Oct 1998Santa Clara, Ca 95054Received, processed and shelved library materials which included books, CD-ROMs, video cassettes and audio tapes.Processed and distributed material requests from the Intel Library Central Collections.Utilized BASIS to maintain and update Intranet Intel Dictionary database.
Michael Crick Skills
Michael Crick Education Details
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Mission College, Santa Clara, CaArt
Frequently Asked Questions about Michael Crick
What company does Michael Crick work for?
Michael Crick works for Compass Rose Financial Planning & Investment Management
What is Michael Crick's role at the current company?
Michael Crick's current role is Operations Manager at Compass Rose Financial Planning, Inc..
What is Michael Crick's email address?
Michael Crick's email address is mi****@****efp.com
What is Michael Crick's direct phone number?
Michael Crick's direct phone number is +176032*****
What schools did Michael Crick attend?
Michael Crick attended Mission College, Santa Clara, Ca.
What are some of Michael Crick's interests?
Michael Crick has interest in Painting With Oil Based Or Acrylic Paint, Drawing With Pencil And/or Pen And Ink, See 1+see Less, Cooking, Yoga, Creating Computer Generated Art, Fine Wines, Meditation, Healthy Foods, Collecting Fine Art.
What skills is Michael Crick known for?
Michael Crick has skills like Training, Customer Service, Project Management, Budgets, Advertising, Newsletters, Powerpoint, See Summary, Access, Crm, Management, Grant Writing.
Who are Michael Crick's colleagues?
Michael Crick's colleagues are David Warner.
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