Elizabeth Howey, Clu® work email
- Valid
- Valid
Elizabeth Howey, Clu® personal email
Self-starting and solution-driven finance professional with a recognized history of operations, systems improvements, and flexibility. Motivated to drive client success and loyalty through personalized solutions.
-
Executive Benefits ConsultantTrustage Jan 2024 - PresentManton, Michigan, United StatesParticipant and sponsor education and service for a variety of benefits solutions, charitable donation accounts, and benefits prefunding. Implementation and monitoring of various funding vehicles including managed accounts and insurance/annuities. -
Associate Financial Advisor - Core & PlanningIntegrated Financial Strategies, Llc Feb 2023 - Jan 2024Denver, Colorado, United StatesOversee core solutions, including presentation, application, underwriting, and ongoing service of insurance and annuities. Improve tracking and timely follow-through of client needs. New staff hiring, onboarding, and training. -
Associate Financial Advisor - PlanningIntegrated Financial Strategies, Llc Sep 2022 - Jun 2023Denver, Colorado, United StatesOversee the financial planning process development and execution, including estate planning, insurance needs, retirement planning, and investment strategies. Coordination and communication with legal and accounting professionals in the development of individual financial plans. (licensed and registered, FINRA series 7, 66)
-
Financial Planning CoordinatorIntegrated Financial Strategies, Llc Jun 2019 - Sep 2022Increased financial planning revenue by 80%. Systematized the tracking and renewal of financial plans. Created personalized dialogues to guide clients through each phase of the financial planning process. Developed office systems and technologies for client service.
-
Marketing Operations AssistantAmare Inc. Jun 2016 - Jun 2019Web page creation, social media posts, split test setup, and email newsletter campaigns. Responsible for proofreading all content and final quality assurance. -
Wellness ManagerPagosa Springs Medical Center Oct 2014 - Mar 2016Pagosa Springs, CoDepartment manager for wellness classes, early detection screens, outreach, and employee wellness.•Increased community early detection screens by 300%•Implemented a community education series•Increased local business participation by over 200%•Grew the employee wellness program to include incentives, challenges and measured participant success •Outcome statistics of wellness class biometrics show improvement in 70% of participants -
Clinic Technology Enhancement Project ManagerPagosa Springs Medical Center May 2015 - Feb 2016Pagosa Springs, CoThe Colorado Health Foundation Clinic Technology Enhancement grant included implementation of new technology to aid in integrated care including a patient portal and an innovative patient wellness module. Over 2000 users were enrolled in the patient portal and over 400 users were enrolled in the wellness module (including one-on-one health coaching and biometric screens).
-
Innovation Project ManagerPagosa Springs Medical Center Dec 2012 - Jul 2015Pagosa Springs, CoProject manager for a federal Innovation Award. This project was a multi-department initiative with a $1.7 million dollar budget and included implementation of new programs and departments. Under my direct control, a new Patient Navigation department was formed and sustained, wellness efforts expanded 4-fold and the evaluation plan (including direct and indirect cost savings, biometric improvements and satisfaction measures) was performed with positive outcomes. This initiative resulted in measured improved healthcare and approximately $6 million in cost savings to patients and the healthcare system.
-
Administrative Assistant To The CeoPagosa Springs Medical Center Apr 2012 - May 2013Pagosa Springs, CoAs the Administrative Assistant to the CEO, I served as recording secretary to the Board of Directors, Medical Executive Committee, and various other groups, ensuring compliance with special district regulations and overseeing projects as requested (including operational planning of the federal Innovation Award which resulted in promotion to Innovation Project Manager).
-
Account ManagerWyndham Vacation Ownership Jul 2009 - Jul 2010Pagosa Springs, CoAccount management and inside sales. -
Fitness DirectorSorrento Valley Racquetball & Fitness Oct 2006 - Oct 2008San Diego, CaProgram design, hiring, scheduling, and payroll for group fitness and personal training programs.
-
OwnerMountain Valley Dance, Act Ii Jun 2003 - Jan 2006Alamosa, CoOwner and operator of a dance school serving over 300 students (duties include artistic direction, bookkeeping, instruction to students of all ages, managing 5 employees, and organizing four sold-out performances per year).
Elizabeth Howey, Clu® Skills
Elizabeth Howey, Clu® Education Details
-
Psychology, Dance
Frequently Asked Questions about Elizabeth Howey, Clu®
What company does Elizabeth Howey, Clu® work for?
Elizabeth Howey, Clu® works for Trustage
What is Elizabeth Howey, Clu®'s role at the current company?
Elizabeth Howey, Clu®'s current role is Executive Benefits Consultant.
What is Elizabeth Howey, Clu®'s email address?
Elizabeth Howey, Clu®'s email address is el****@****ies.com
What schools did Elizabeth Howey, Clu® attend?
Elizabeth Howey, Clu® attended Stephens College.
What are some of Elizabeth Howey, Clu®'s interests?
Elizabeth Howey, Clu® has interest in Social Services, Children, Environment, Health.
What skills is Elizabeth Howey, Clu® known for?
Elizabeth Howey, Clu® has skills like Project Management, Wellness, Management, Program Management, Customer Service, Change Management, Marketing Strategy, Public Speaking, Leadership, Strategic Planning, Event Planning, Grant Administration.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial