Revival Wealth provides comprehensive financial services to help our clients accomplish their financial and retirement goals. • Create a ‘WOW’ client experience to retain customers and generate referrals• Utilize various industry platforms to prepare for client engagements, onboard new clients and manage accounts• Protect the practice with compliance focused policies and procedures• Leverage best practices to orchestrate money movement, operations and general service requests• Employ business technology and workflows to manage business efficiency and improve client engagement

Financial Planning and Advisory Services Company• Scheduled and prepared for client meetings by managing logistics, requesting documentation, prepping necessary forms and agendas• Provided after meeting follow up which includes updating CRM/other industry platforms and with other team members

Firm provided market development consultancy and digital marketing services to B2B focused Advisory Services firms, nationally. Key partner in developing end-to-end processes for business administration, marketing campaign delivery and customer success. ▪ Responsible for Production, Delivery, Finance, and HR, including recruiting, onboarding and organizing the training of new employees▪ Documented and implemented production procedures, workflow, and internal processes; including measuring, analyzing and reporting on dimensions related to a variety of business or customer needs▪ Managed production of client marketing programs, including assisting clients to leverage reporting, CRM and marketing automation platforms▪ Developed client relationships through excellent customer service, case management, billing & request resolution

Firm is a manufacturer of Outdoor Power Equipment that distributes globally. My role provided benefit and retirement program support to the HR team, employees and 3rd party vendors. ▪ Refined onboarding and service delivery processes, including 401k and vendor invoice audit administration and maintaining the HRIS and vendor websites▪ Case management lead that investigated and resolved employee inquiries related to Employee Policies, Benefits and Payroll related issues▪ Generated database queries to report data, including HR metrics for management; including benefit / payroll audits and vendor interface reports▪ Provided comprehensive administrative support to the HR/Payroll Management team and staff

Non-Profit Outreach Group that was part of a National Health Care provider. Provided comprehensive administrative support of the Caring Team or outreach staff. ▪ Provided support to marketing events, partner relationships, and fundraising success initiatives▪ Tracked both projects and resources; generated monthly reports ▪ Coordinated fundraising events and general support / tracking of fundraising effort

Firm was a PE-backed B2B fintech that provided Investment Management Software. Developed end-to-end onboarding and service delivery processes for business administration, including Finance, HR, regulatory compliance and all reporting of 2 companies. ▪ Managed Third Party vendors who provided accounting, payroll & benefits services to the company▪ Developed onboarding, corporate policy and managed operations for Human Resources function▪ Managed Daily Operational Procedures and Reconcilements for a Mutual Fund Trading Platform