Jee S
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Jee S Email & Phone Number

Client Administrative Manager, Vice President at Steward Partners
Location: Sarasota, Florida, United States 11 work roles 2 schools
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Current company
Role
Client Administrative Manager, Vice President
Location
Sarasota, Florida, United States

Who is Jee S? Overview

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Quick answer

Jee S is listed as Client Administrative Manager, Vice President at Steward Partners, based in Sarasota, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jee S.

Jee S previously worked as Client Solutions Partner at Innovato Solutions and Project and Product Manager at Self Employed. Jee S holds Bachelor’S Degree, Leisure Services Management - Travel & Tourism from University Of Florida.

Company email context

Email format at Steward Partners

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Steward Partners

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Profile bio

About Jee S

Steward Partners is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see "Disclosures" page on our websitehttps://www.stewardpartners.com/Disclosures.36.htm.

Current workplace

Jee S's current company

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Steward Partners
Steward Partners
Client Administrative Manager, Vice President
Sarasota, FL, US
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11 roles · 21 years

Jee S work experience

A career timeline built from the work history available for this profile.

Client Administrative Manager, Vice President

Sarasota, FL, US

Client Administrative Manager, Vice President

Current

Private Wealth Management Services

Sep 2023 - Present

Client Solutions Partner

San Francisco Bay Area

  • Planning, Coordinating & Hosting/Attending Networking Events, Conferences, Tradeshows, Brand awareness community activities
  • Work independently with internal & external stakeholders
  • Account/Event Management for engagements with large Media/Entertainment verticals in LA, as well as Aerospace, Retail, Automotive, FinTech/Banking and many more
  • Vendor & Candidate Relations, Business Development, Client relations, escalations, & Feedback surveys
Jan 2012 - Oct 2023

Project And Product Manager

Domestic & International

  • Event Planning & Marketing, Human Resource Consulting, Operations, Purchasing, & Asset Mgmt,
  • Event Coordinator & Tech liaison between Executives, IT & Tech Support teams
  • Product Reviews & Quality Assurance for Web site functionality & content
  • Software transitions, Software & Hardware Training, Documentation, Writing Copy, Proofing & Editing
  • Comprehensive travel planning, trip coordinating & photography
Jan 2011 - Jun 2012

Events/Project Management & Business Development

Pae Consulting

Remote

  • Coordinate & execute new business development networking events across the country
  • Manage eBiz solutions & web design projects for internal & external Executives & Clients
  • Liaison between Executive & Teams for Event Planning, Trainings, System Upgrades, IT & Purchasing
  • Facilitate brainstorm sessions for branding, new product launches, events
  • Manage client relations, escalations & feedback sessions/surveys
Apr 2010 - Apr 2011

Product Manager/Corporate Activities Manager

Pittsfield, Massachusetts

  • Manage all aspects of product development by working closely with Tech team, Sr. Software Engineers, Product Specialists and external clients
  • Responsible for monthly product releases, documentation and client communication
  • Establish implementation, testing, QA and product release policies and procedures
  • Conduct onsite, in-house and web based product demos and training events for internal and external clients
  • Responsible for analyzing stats and reporting KPIs and success data to Management
  • Create Best Practices document, Training Manuals and all pertinent documentation
Oct 2006 - Mar 2010

Production Manager/Events Coordinator

Walt Disney World Parks & Resorts

Orlando, Florida

  • Manage production of all design projects, daily workflow and maintain freelance designer pool
  • Responsible for entering, tracking and maintaining project records in online project management tool
  • Manage project timelines, budgets, estimates and adjustments
  • Responsible for Quality Assurance/Proofing & documentation of all aspects of projects
  • Facilitate daily pipeline/production meetings
  • Work closely with clients, internal partners & upper management
2005 - 2006 ~1 yr

Project Management/Events Coordinator

Lafarge Na - Aggregates, Concrete & Asphalt Inc.

Alpharetta, GA

  • Manage procurement process for over 75 Concrete and Masonry plants in the southeast region
  • Allocate, distribute and manage heavy duty vehicle tire inventory with $2M+ annual spend
  • Negotiate and implement over 20% in savings on a variety of services and supply contracts such as admixtures, equipment rentals, freight, labor, toner, water and towing
  • Responsible for $30M+ in annual fuel procurement and account management
  • Evaluate, negotiate, procure and manage fixed assets
  • Work closely with internal AP and vendor AR to resolve invoice discrepancies - $5K to $500K+
Jun 2003 - Aug 2005

Operation/Investor Relations/Event Coordinator

Light Management Group (Lmg), Inc.

Norcross, GA & Burlington, ONT

  • Coordinate and oversee the setup of US Headquarters
  • Evaluate, negotiate, purchase and Manage fixed assets - LAN, computer equipment-desktops and laptops, printers, fax machine and copier equipment
  • Evaluate and select vendors for services, office supplies, printing and catering
  • Create and maintain a database of vendors
  • Interview, hire and manage administrative staff
  • Liaison between the Company, its shareholders and all invested parties
Mar 2001 - Jun 2003

Project/Facilities/Event Management

Atlanta, GA

  • Evaluate, negotiate, purchase, and maintain fixed assets - computer hardware and software, multimedia presentation and teleconferencing equipment, printers, copiers, and faxing equipment
  • Select, negotiate and purchase office furniture and workstations
  • Implement and manage capital asset management program – tracking, bar coding
  • Create and manage database of vendors and contractors
  • Manage web design projects and e-business solutions for clients
  • Participate in QA and QC process for company Web site & client sites
Mar 1998 - Nov 2000

General Office/Events Coordinator

Carr, Tabb & Pope, Llp

Atlanta, GA

General Office/Events Coordinator

Aug 1997 - Feb 1998
2 education records

Jee S education

Bachelor’S Degree, Leisure Services Management - Travel & Tourism

Activities and Societies: VISA, ISA-International Student Association, Miss India PageantLeisure Services Management - Travel & Tourism

Hs Diploma, College/University Preparatory And Advanced High School/Secondary Diploma Program

Port Charlotte High School

Activities and Societies: Art, French Club, Mu Alpha Theta, Student Gov, Class PresidentHigh School Diploma

FAQ

Frequently asked questions about Jee S

Quick answers generated from the profile data available on this page.

What company does Jee S work for?

Jee S works for Steward Partners.

What is Jee S's role at Steward Partners?

Jee S is listed as Client Administrative Manager, Vice President at Steward Partners.

Where is Jee S based?

Jee S is based in Sarasota, Florida, United States while working with Steward Partners.

What companies has Jee S worked for?

Jee S has worked for Steward Partners, Innovato Solutions, Self Employed, Pae Consulting, and Multichannel Marketing.

How can I contact Jee S?

You can use AeroLeads to view verified contact signals for Jee S at Steward Partners, including work email, phone, and LinkedIn data when available.

What schools did Jee S attend?

Jee S holds Bachelor’S Degree, Leisure Services Management - Travel & Tourism from University Of Florida.

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