Dana Mazarin Email and Phone Number

• Designed a process for gathering, analyzing, and reporting on key people data statistics for 800 employees to assist in establishing measurable Diversity, Equity & Inclusion goals; findings were used in presentations for the company’s management committee and helped guide important decisions• Implemented policies and best practices within HR for downloading, storing, and sharing employee data to better protect confidential information and ensure compliance with global data privacy laws• Annually summarized performance feedback for 30 Portfolio Managers and created individualized recommendations for improvement and development• Designed a curated communication process and swag welcome kit for newly hired Investment Analysts to keep morale high and introduce company culture• Increased and improved team collaboration by managing the migration of hundreds of documents to an organized, easily searchable hub in Microsoft Teams• Gathered and analyzed documents and data to aid in the resolution of complex employee relations issues

• Coordinated a tailored onboarding program for 77 new Administrative Assistants that included training sessions, shadowing, hands-on learning, and development resources• Managed the recruitment process for temporary Administrative Assistant roles and oversaw up to seven contractor employees at a time• Liaised with external vendors and internal service groups to plan and execute multi-day team retreats that included structured discussions, guest speaker sessions, team building activities and meals• Designed and maintained functional, intuitive SharePoint sites to allow teams to store data in an organized way and collaborate effectively

• Wrote a comprehensive handbook and best practices guide for the floating Administrative Assistant role• Provided high-touch administrative support for various investment professionals

• Supervised a staff of up to four employees and assigned tasks relevant to advancing the clinic toward monthly revenue goals• Performed hearing testing on clients and analyzed results to determine whether a loss was present, and if so, determined their treatment plan which included hearing aids, accessories and/or assistive listening devices• Used proven sales techniques to guide clients to purchase the appropriate product according to needs• Programmed, adjusted, and troubleshot digital hearing aids from multiple manufacturers

• Investigated and resolved client relations issues to ensure the delivery of a satisfactory customer experience• Maintained client database and performed data searches/analyses to target potential sales opportunities• Acted as main point of contact for clients in person, via email, and over the phone• Managed all documentation for client sales/fittings including insurance verification, contract, payment/payment plans, insurance claims, and client appointment notes