Assisted Financial Planner and Practice Manager.Scheduled client appointments, maintain calendar and appointment tracking log.Assisted with customer service for all aspects of client account management.Maintained Commonwealth CRM Database and documentation filing system.Created mail merge distributions using CRM and / or MS Word.Obtained quotes for DI, LTC, Life, Variable Life, and Fixed Annuities.Completed application paperwork with clients, tracked & facilitated underwriting process.Provided Insurance customer service.

Prepared Deliverables for submission and resubmission.Created and maintained deliverable tracking spreadsheet.Maintained Weekly Resource Time Allocation Spreadsheet.On-Boarded and Off-Boarded resources. Prepared and submitted Weekly Status Reports.Maintained resource information by updating distribution lists, and other similar spreadsheets.Maintained Resource Calendar.Corresponded with State regarding deliverable status and resource schedules.Assisted resources with formatting Test Scripts and deliverables for quality assurance.

Supported CEO for leading specialty entertainment retailer.Wrote executive summaries on relevant news articles and competition.Maintained weekly Staff Books of financial reports.Provided support to Leasing Department, including document preparation, file maintenance and light paralegal work.

Served and supported Chairman for leading private investment venture firm providing early stage and emerging growth companies with financial and intellectual capital.Administrator to Chairman's extensive financial holdings. Established and maintained automated system for financial holdings, account reconciliation, tracking and reporting. Interface with Accountants.Assisted in raising $1 billion for private placement, seed capital and spinouts. Worked with Chairman, CEO, attorneys and other managers to set up and execute term sheets and simple negotiations. Managed relationships and communicated with clients by phone and in person. Increased efficiency by improving workflow systems between departments.Conducted research and analyzed facts to assist Chairman with client-focused strategies.Established and maintained educational and information library and archive system.Prepared drafts for letters, contracts, memos and other documentation.