Grace Dillon Email & Phone Number

Dallas, Texas, United States

Orlando, Florida, United States

Seattle, Washington, United States

On the Dean's List, I am a proactive and resourceful rising senior at the University of Washington Michael G. Foster School of Business working towards a BA in Business Finance and Information Systems.

Bellevue, Washington, United States

• Managed client profile information, as well as identifying, developing, and cultivating client relationships.
• Attended meetings with financial Advisors to assist them with presenting proposals.
• Performed research to analyze client requirement and develop various investment productsand services for clients.
• Building total client profiles, wealth advisory framework, as well as additionalbackground information for client meetings.
• Developed plans to expand client base and identify prospective clients for financialadvisors.
• Completed tasks and organizing schedule for CEO of private wealth firm.

Bellevue, Washington, United States

• Managed the content creation/publishing team, providing strategic direction, process improvement, and improved communication of value.
• Executed across social media channels.
• Managed the development of creative published on select client social accounts, includingeverything from developing creative content calendars to the output of the final creativeproduct.
• Directly supported the social programs of high-value clients, providing strategicrecommendation and social consultation and thought leadership.

Seattle, Washington, United States

• Assisted the social media and content team in the creation of strategy, tactical development of content and digital media plans.
• Conducted research activities on industry trends, consumer insight, brand, and competitive audits.
• Collaborated closely with other departments on client projects, including Brand Strategy, Media, Marketing Science and Creative.

Bellevue, Washington, United States

• Managed case file organization by establishing and organizing files; monitoring calendars; meeting deadlines; documenting actions; inputting information into file database and case management software; confirming case.
• Supported case development by maintaining contact with people involved in the case; scheduling depositions; preparing and forwarding summonses and subpoenas; drafting complaints; preparing and filing discovery.

Bachelor Of Business Administration - Bba, Information Systems

Education record