Ginger Smith Email & Phone Number

Indianapolis, Indiana Area

Indianapolis, Indiana Area

Prepare/review new account paperwork and other account forms; complete client wires, account transfers and journals; assist with billing and collections; assist with client portfolio reviews; prepare client portfolio and other financial planning services reports; prepare account statements and gain/loss reports; schedule client meetings and prepare post-meeting summaries.

Indianapolis, Indiana

Provided assistance in Katz Sapper & Miller's Business Advisory and Veterinary Services Groups supporting both groups' efforts in areas such as project and document management, business development, accounts receivables and client relations. Served as the point-of-contact for veterinary clients, ensuring that all client questions and issues were addressed in a timely and effective manner. Provided scheduling assistance and coordinated the exchange of client financial documents.

* Worked with Department Chairs to ensure Department strategic plans, budgets and marketing initiatives were in-line with firm mission * Client Billing/Budget Report Generation/Analysis * RFP Production *Competitive Intelligence Research * Suite Entertainment Ticket Management/Partner Relations (Conseco Fieldhouse suite, Lucas Oil Stadium suite) * Client Relationship Database Management * Client Presentation Presentation (PowerPoint) * Event Management

Assisted VP of Sales & Marketing in the development of National Sales meetings. *Assisted Product Marketing with the creation and coordination of meeting materials. *Attended National Sales Meetings in 1999/2000. *Management of sales & marketing literature inventory and Premiums and Prizes Program. *Implementation of customized marketing mailings *Summer Camp management - includes working with the sales force, various summer camps directors and Diabetes Assoc. Leaders across the U.S. *Member of 2000 National Meeting Implementation Committee and Literature Management Team. *Supervision of administration staff. *Monthly budget report preparation for Product Marketing * Member of 1997 National Meeting Logistics Team, Blue Folder Automation project, Accu-Track Team, and Safety Committee. * Rebate Administration in excess of $1,200,000.00 monthly.

Business Administration

Business Administration

4.0 GPA