Grace Dillon Email & Phone Number

Orlando, Fl, Us

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.• Recommended investment products and services that are suitable for prospects and clientsbased on their objectives, resources, time horizon, risk profile and preferences.

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 status with attorney.• 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 requests; preparing responses to opposing counsel; generating status reports.

Bachelor Of Business Administration - Bba, Information Systems

Education record