Primary responsibility for administration, connecting with clients to build lasting relationships based on confidence and trust. Prior to joining 7Summit Advisors in 2021, excelled as a Private Client Services associate with HCR Wealth Advisors (formerly KAM Advisors, LLC), following a position in the real estate development and construction industry. Throughout my 30-year career, demonstrated exceptional skills in office administration and project management, as well as all aspects of client services where I have proved myself adept at communicating with care and clarity to improve client relationships.

Built and maintained client relationships fulfilling and exceeding client expectations.

Temp assignment to Golden State Water Company. Prepared complex preliminary cost estimates, distributed field checks, prepared general work order packages, completed and submitted permit applications.

Prepared new contract packages, including insurance/OCIP requirements. Created and processed purchase and change orders. Obtained and verified State Contractor and City business licenses of potential subcontractors. Handled all insurance paperwork for subcontractors, ensuring compliance.

Prepared contracts and bids, scheduled meetings and appointments, followed up with subcontractors to keep jobs on schedule.

Assisted Regional VP, maintained Worker's Compensation and liability files, handled expense reports and travel arrangements, planned company wide events such as annual picnics and holiday parties, set up CPR training for all clubs, prepared various training manuals, attended staff meeting and took meeting notes. Talked to and diffused member complaints and concerns in order to provide superior customer service.