Debbie Holman Email & Phone Number

Glen Rock, Nj, Us

Glen Rock, New Jersey, United States

- Marketing: Lead the organization’s marketing and communications efforts including all social media messaging, member communications, and outreach to donors and vendors/suppliers; host annual multi-team tournament- Tech: Webmaster for a dynamic, high-traffic website, and project lead in the transition to an online registration and team management platform- Operations: Manage a 500+ member database and handle all registration, payment processing, and inventory management and distribution

Glen Rock, New Jersey, United States

- Program Mgt: Partnered with superintendent to lead the transition to an electronic system-wide directory; project managed the creation and distribution of the e-directory for 1500+ families- Event Planning: Conceived of and planned community events for families and staff of 300+ attendees, and led a fundraising event that drew gifts from major donors and grew YOY donations by 50%- Leadership: Recruited and led large teams of volunteers (up to 30) smoothly, efficiently and cohesively

New York, United States

- Client Service Team Lead; executed all client on-boarding to ensure an overall positive client experience; anticipated and met client needs in a timely, thorough, and thoughtful manner, achieving 100% client retention- Facilitated the team’s 30% YOY business growth by meticulously executing trades, processing money movements, and implementing equity strategies on restricted shares- Ran margin call reports to determine if actions were necessary, e.g. liquidation, position movement- Managed daily reports and proactively reached out to the Investment Advisors and clients on time- sensitive account activities e.g. required minimum distributions, periodic distributions, debits, etc.- Entered trades and tracked orders both electronically and directly with trading desk- Achieved >100% of all performance targets, earning a significant bonus

New York, New York, United States

Investment Analyst recruited after succeeding in the firm’s competitive summer internship program. Accomplishments include:- Gathered key information and documents required for new accounts, transfers etc.- Tracked and ensured execution of submitted account transactions on behalf of the Investment Advisors and clients (account opening, transfers, account maintenance, etc.)- Trusted as ‘voice to the customer’ answering incoming client service calls and inquiries- Planned and hosted conferences and meetings; assembled and submitted expense reports