• Reviews and implements IABBB changes• Monitors IABBB metric requirements to ensure compliance• Maintains high level of professionalism and discretion if involved in topics regarding performance or behavior of other members of Operations team• Handling of problematic business complaints.• Initiates follow-up calls to consumers and/or businesses as needed to keep timeline of complaint on track• Performs file reviews on companies to track patterns of complaints as needed, prepares pattern letters and discusses with the business• Responds to escalated calls from both consumers and businesses regarding complaints, ratings, business reviews, accreditation concerns, business stats, and other items as needed• Supervise staff by providing direction to routine questions and process procedures.• Oversees Trade Practice, Vetting, Data Quality, and First Responder departments• Displays initiative by identifying department processes that can be improved and provides feasible action steps for improvement• Completes and delivers annual performance evaluations to staff in a timely manner• Completes and delivers employee counseling forms as needed• Prepares Operations report for local and corporate board meetings• Assists with Year-end and Annual IABBB Baseline Standards and Metrics.• Represents the BBB and our mission by providing courteous and knowledgeable information in all interactions• Attends daily, weekly, and quarterly leadership meetings

• Promote BBB brand throughout Kansas• Media spokesperson on general BBB topics• Weekly guest on KSCW 4pm newscast• Weekly guest columnist for the Wichita Eagle• Monthly guest on WIBW 4pm newscast• Manage Accredited Business renewals • Perform speaking engagements at schools, service clubs, church groups, business organizations, senior citizens groups and others• Develop community partnerships in outlying communities to facilitate expansion of services• Market to potential donors and sponsors at a corporate level• Promote BBB at various trade shows• Oversee branch office and staff• Promoted from Business Development Specialist to Director of Member Relations (2011)

• Provide excellent customer service and ensuring the satisfaction of Accredited Businesses in Kansas• Effective in both verbal and written communication• Knowledge in analyzing and reporting data, used in assessing the performance and impact of Accreditation

• Formulated and conducted marketing strategies to develop and enhance client relationships• Managed calendar and agenda for senior partners• Advised clients on appropriate financial strategies, including budget planning• Executed and closed sales calls with clients• Reviewed progress towards clients' goals and objectives• Played a central role in enhancing the client experience by focusing on servicing and growing senior partners' business• Supported and drove firm initiatives• Maintained risk awareness and regulatory knowledge• Obtained Series 7 license• Obtained Series 66 license• Obtained Life, Accident and Health Insurance license• Promoted from Client Service Associate to Financial Advisor (2008)

• Maintained marketing database for current, past and prospective clients• Designed, printed and mailed monthly marketing drip letters to clients and prospects• Planned client appreciation events and seminars• Researched and resolved operational issues pertaining to client's accounts• Processed new account documents and facilitated the transfer of assets• Provided service to clients by interfacing with management, servicing the relationships with my assigned Financial Advisors• Coordinated with the operations function, and performing administrative duties• Transferred with team to Merrill Lynch