Deborah Rosenfeld Email and Phone Number

Supported Trust Officers with payment processing, account administration, risk management, and relationship management. Supported multiple individuals within the office while balancing multiple priorities. Assisted in providing service to their Trusts and client relationships.

Supports senior level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities. Assists in providing service to their Private Banking client relationships. Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across product lines. Develops strong product accountability. Develops strong product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over simple accounts.

Provided health and wellness services specializing in Pregnancy and Lomi Lomi Massage; of a massage service that provided specialty massage to highprofile clientele. Special certification in Pregnancy Massage and Lomi Lomi, A spiritual Hawaiian massage.Key Results:* Maintained a clientele of over 175 men and women* Kept well organized files on each client providing security for sensitive clientinformation* Maintained an accurate and well organized financial plan and system via Quicken* Successfully managed all aspects of running a business including office management,record keeping, time management, payroll, travel, customer files and ordering of supplies.

A C4-C5 Quadriplegic woman who works as a Producer in the Entertainment Industry; Head Assistant to a quadriplegic woman who requires 24/7 full time care. Managed and trained the Staff, collaborated in the hiring process and aided Ms. Salas inall personal care including bathing, dressing and bathroom procedures.Supported her in the tasks of her job as a producer as well as maintaining her homeoffice and assisting in payroll procedures. Key Results:* Worked closely with Ms. Salas from the time she was a 19 year old Sophomore at StanfordUniversity including accompanying her to classes and taking class notes.* Ms. Salas's ancillary on a 24/7 basis for 3 months while she lived in New Jerseyattending 40 hours of physical therapy per week. Along with home and finance managementand Personal care. During this time there was no other attendant on staff besides me. * Played a valuable role in the establishment of her home, and office and orchestratedher move from Northern California to the Los Angeles area* Made arrangements for her travel from California; or Vegas and made the provisions for her specialized wheelchair, car service, specializedvan rental, hotel with accessibility and taking into consideration her comfort and ease of