Heather Mcneice

Heather Mcneice Email and Phone Number

Executive Assistant @ FSR Wealth Strategies
Downers Grove, IL, US
Heather Mcneice's Location
Downers Grove, Illinois, United States, United States
Heather Mcneice's Contact Details

Heather Mcneice personal email

About Heather Mcneice

I am a dedicated and resourceful individual with a knack for streamlining processes and enhancing organizational efficiency. Known for my proactive approach and attention to detail, I excel in dynamic environments, managing complex tasks with ease. My adaptability, tech-savviness, and strong communication skills enable me to foster positive relationships and collaborate effectively in virtual settings. Committed to confidentiality and excellence, I empower executives and organizations to achieve their goals with innovative solutions and exceptional support.

Heather Mcneice's Current Company Details
FSR Wealth Strategies

Fsr Wealth Strategies

View
Executive Assistant
Downers Grove, IL, US
Website:
fsrwealth.com
Employees:
10
Heather Mcneice Work Experience Details
  • Fsr Wealth Strategies
    Executive Assistant
    Fsr Wealth Strategies
    Downers Grove, Il, Us
  • Self Employed
    Administrative And Operations Consultant
    Self Employed Jul 2023 - Present
    - Remote consultant providing services in executive and administrative assistance and operations for multiple clients. - Provide high-level administrative support to C-suite executives, including managing calendars, scheduling meetings, and coordinating travel arrangements.- Develop and implement operational strategies to improve efficiency and productivity within client organizations.- Assisted in the planning and execution of company meetings, conferences, and special events.- Manage and prioritize multiple tasks and projects, ensuring timely and accurate completion.- Maintain confidentiality and handle sensitive information with the utmost discretion.- Utilize project management tools to track progress and ensure successful project delivery.- Developed and maintained efficient electronic filing systems.
  • Beyond Bookkeepers, Inc.
    Bookkeeper
    Beyond Bookkeepers, Inc. Jul 2022 - Present
    - Delivering weekly and monthly services for multiple clients including bookkeeping, reporting, and organizational services.- Understanding unique business requirements and anticipating the needs of each client. - Assisting with end-of-year bookkeeping information and reports.
  • Dupage Doubles
    President
    Dupage Doubles Aug 2022 - Present
    - Regrouping organizational process and mission after the impact of COVID.- Managing a volunteer board of 21 full board members and 8 coordinators.- Growing membership and programs offered to existing members.
  • Dupage Doubles
    State And National Representative
    Dupage Doubles Aug 2020 - Jul 2022
    - Responsible for managing DuPage Doubles membership with the state organization, Multiples of Illinois and the national organization, Multiples of America. - Act as liaison between all organizations, disseminating communications and ensuring compliance.
  • Dupage Doubles
    Vice President Communications
    Dupage Doubles Aug 2018 - Jul 2020
    - Responsible for all communication throughout the organization, including newsletter creation, social media management, website management, and updates, increasing community awareness and partnerships with area resources. - Manage a team of 6 volunteers to perform several functions.
  • Dupage Doubles
    Vice President Fundraising
    Dupage Doubles Aug 2016 - Jul 2018
    - Responsible for raising funds to host the annual state-wide workshop and convention for families of multiples through creative fundraising channels. Met and exceeded this goal, 154% of the original target raised.- Supervisor of DuPage Double’s largest fundraiser, a semi-annual resale, and coordinating over 12k feet of retail space for 80+ sellers to over 2k buyers, in 9 selling hours. Actively involved in managing the financials, payouts, and other records for each seller and the club. - Coordinating at least 2 large fundraisers each month for our organization, including volunteering at concert venues to run their concessions during the summer months. - Leading fundraising efforts for our annual club philanthropic organizations.
  • Dupage Doubles
    President
    Dupage Doubles Aug 2014 - Jul 2016
    - Managed a full board of 36 volunteers to oversee all aspects of club functions. - Oversaw the rebranding of the organization with an updated logo, advertisement documents, revised website, and marketing materials. - Reorganized the infrastructure of the organization, updating policies, procedures, and board organization, updating severely lacking accounting and financial documentation practices, and reinstituting annual financial audits. - Increased our community involvement through volunteer opportunities at local food banks, hospitals, and specialist medical facilities.- Acted as an ambassador between DuPage Doubles and the multiples community to further our mission of support, education, and services for families of multiples in DuPage County.
  • Dupage Doubles
    Vice President Programs
    Dupage Doubles Aug 2012 - Jul 2014
    Dupage County, Il
    - Created a dynamic monthly programs portfolio, encompassing all demographics of membership, and educational content.- Generated a process and framework for monthly repeatability of unique and applicable programming.- Ran committees for three large special events annually, stretching the budget and finding sponsorship opportunities to add a fourth event.- Organized a team that created a platform for families with special needs to connect for support, successes, challenges, and share resources.- Increased events from two per month to over ten a month, for parents to find an outlet for support or relief. - Engaged local hospitals to provide multiples pregnancy class attendees with DuPage Double’s information and spoke at parent panel events. - Increased events promoted a membership boom, growing DuPage Doubles to the largest multiples club in Illinois.
  • Sales Maven Llc
    Director Of Operations
    Sales Maven Llc Jun 2017 - Jul 2022
    - Provide assistance and administrative support to the Founder and CEO for process and procedural creation and support for internal needs and client account setup. - Managing research teams in Pakistan, support staff functions, including writing staff and technical support in United States.- Responsible for hiring, firing, performance reviews, and other human resource tasks.- Act as inside sales coordinator to develop business prospects to pass to the CEO.- Deliver customer service and quality control of work products for client base.- Create research for internal teams, as well as client-facing analytic and usage reports.- Social media management for clients on Facebook, Twitter, LinkedIn, and Instagram.- Financial management, invoicing, and accounts receivable management.- Oversee project management, and collaboration tools, and was the email administrator for the company.
  • Lexisnexis
    Account Executive - Intellectual Property & Services
    Lexisnexis Sep 2009 - Feb 2012
    - Managed the largest territory in the United States for IP&S division, identifying prospects, through sale to site wide training and implementation. - Achieved dynamic growth in territory, closing the most new clients in the United States, more than double what other Account Executives attained. - Achieved and exceeded the annual quota of $250k, consistently.- Actively mentored and trained colleagues and cross-trained sales staff from other divisions of the organization for larger cross-selling opportunities.
  • Patentcafe
    Regional Sales Manager
    Patentcafe Feb 2008 - Sep 2009
    - Built and backfilled new clients on product concept before product release, grew online subscriber accounts with custom reports and existing add-on modules across all industries. - Tasked with signing 15 new customers by product release. Surpassed quota by 300% with 45 customers signed resulting in over $1 million in new business.- Additional quota assignment to sell $50k of add-on module business. Surpassed quota by 150% with $75k in sales.- Targeted prospects based upon top patent activity, and return on investment of the product versus existing patent costs spent to build economic sales pitch focusing on senior and C-level management.- Designated product manager for a new chemical database. Responsible for organizing internal timelines, coordinating client beta testers, all internal and external communications, training, daily monitoring, and feedback.- Published author for IPFrontline and Pharmaceutical Issues Committee member through Intellectual Property Owners Association.
  • Thomson Scientific
    New Business Development Manager
    Thomson Scientific Jan 2003 - Jan 2008
    - Developed new business and account growth in Pacific and Central territories by representing over 100 products. Achieved and exceeded the $1.5 million territory quota every year. - Drove dynamic growth with the most new accounts closed in 2006 and 2007. Closing 200 new companies, over 4 times more than the next New Business Development Manager.- Handled the entire sales cycle, including prospect identification, needs analysis, demonstrations, customizations, customer management, and sales negotiations.- Named key accounts managed included top-tier pharmaceutical, biotechnology, generic, food, chemical, and life science companies. - Managed three team members, trained and coached team to ensure product and procedure knowledge, provided phone or in-person assistance with deals, and conducted team pipeline reviews.- Coordinate coverage and attend trade shows and customer events.
  • Delphion / Thomson Scientific
    Global Inside Sales Representative
    Delphion / Thomson Scientific Aug 2001 - Jan 2003
    - Maintain an existing account base of over 200 accounts through expansion, account renewal, and proactive customer management. - Conducted product demonstrations, prospect identification, client relation management, product support and attending trade shows.- Provided support for five outside sales team with product training, contract and customer administration issues and road show support. - Surpassed 100% of monthly sales quota of $35k each month between 170% and 425%.
  • Widepoint Corporation
    Inside Sales Representative
    Widepoint Corporation Jan 2000 - Aug 2001
    - Met and surpassed monthly sales quota of $20k completely through cold calling. - Provided quality customer service for external and internal clients, maintained the knowledge base of changing market conditions, industry trends, and anticipated customer needs.- Supported outside sales team of ten in daily activities such as account penetration, research, and customer service with existing and potential clientele base to identify, create, and close revenue.- Provided Vice President of Sales & Marketing with statistical reporting, account planning, seminar and roadshow planning along with sales pipeline updates including lead reports, weekly activity, and customer status tracking.
  • Silvon Software
    Inside Sales Representative
    Silvon Software Aug 1999 - Jan 2000
    - Developed positive customer contact by calling accounts to generate product interest, company awareness, expanding new business, and growing revenue opportunities.- Supported outside sales team of eight in customer satisfaction, maintenance, customer product training, account penetration, and appointment setting. - Surpassed quarterly sales quota of $30k through cold calling and growing existing accounts by 125%.
  • Platinum Technology Inc.
    Inside Sales Representative
    Platinum Technology Inc. Jan 1997 - Aug 1999
    - Built an in-depth knowledge of products, shortened sales cycle through effective business intelligence, and served as the communication hub between customers, sales, technical support, contracts, and services to maximize customer service. - Surpassed quarterly sales quota of $40k by 125% through cold calling and growing existing accounts. - Supported 25 field sales representatives in appointment setting, account penetration, research, and seminar planning. - Mentored and trained new and existing employees in product presentations, coordinating appropriate employee training, personal knowledge growth, and skill set building.

Heather Mcneice Skills

Sales Operations Crm Solution Selling Business Development New Business Development Leadership Sales Process Selling Training Product Management Customer Satisfaction Salesforce.com Cold Calling Account Management Sales Contract Negotiation Strategy Marketing Management Saas Competitive Analysis Strategic Partnerships Sales Presentations Customer Relationship Management

Heather Mcneice Education Details

Frequently Asked Questions about Heather Mcneice

What company does Heather Mcneice work for?

Heather Mcneice works for Fsr Wealth Strategies

What is Heather Mcneice's role at the current company?

Heather Mcneice's current role is Executive Assistant.

What is Heather Mcneice's email address?

Heather Mcneice's email address is h_****@****hoo.com

What schools did Heather Mcneice attend?

Heather Mcneice attended Depaul University, College Of Dupage, Lyons Township High School.

What are some of Heather Mcneice's interests?

Heather Mcneice has interest in Photography, Baseball, Violin.

What skills is Heather Mcneice known for?

Heather Mcneice has skills like Sales Operations, Crm, Solution Selling, Business Development, New Business Development, Leadership, Sales Process, Selling, Training, Product Management, Customer Satisfaction, Salesforce.com.

Who are Heather Mcneice's colleagues?

Heather Mcneice's colleagues are Stephen Francis, Brian Szymczak, Bob Bretl, Melissa Powers Bretl, Josh Bretl, Cpa, Michael Senese.

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