W Graham Eyster Email & Phone Number

Chattanooga, Tennessee, United States

• Acted as relationship manager for Registered Investment Advisors during their 6-month client engagements focusing on operational efficiency. Improved CRM organization client specific to their needs. Assisted the Lead.
• Increased company capacity, seeing 50% increase in revenue.
• Built and improved 35+ workflow templates, streamlining client engagement and improving deliverable content.
• Completed 12 engagements over 7 months, all gave 9/10 or 10/10 rating on content and execution.

Bangor, Maine, United States

• Oversaw daily operations in a local RIA firm with 2 advisors and 2 CSAs. Managed cross functional teams developing and streamlining standard operating procedures. Communicated with outside vendors. Continued education.
• Completed 10+ projects over 14 months, helping streamline the company’s time and processes and saving 40 hours per week.
• Built-out automated scheduling system increasing CSA capacity by 500%.**Advisory services offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services.

Bangor, Maine

• Consulted hospitals and healthcare facilities on affordable technological solutions. Supported Staff Accountant and Forms Process Coordinator, completing meticulous invoice reconciliations and filing sensitive.
• Consulted 50+ hospitals on technological solutions, saving clients upwards of $70,000 per year.
• Reconciled over 2200 invoices and prepared over 900 government forms
• Reduced workload by 8+ hours every month through implementing 4 new processes for the accounting team

Dover-Foxcroft, ME

Operated and properly maintained teller window. Assisted 4 branches as a teller while employees were on vacation. Spoke one-on-one and assisted customers with savings and checking deposits, loan payments, and account maintenance. Went above and beyond for customers, assisting in non-banking related issues. Processed, handled, and counted up to $30,000 per.

Bangor, ME

Performed various office tasks, answered phones, collated files, and received customers. Inputted client tax data into Drake Tax Software for tax preparer. Helped employer with several technological problems, finding solutions that no one else did.