Jennifer Andrews Email & Phone Number

Denver, Colorado, United States

Parker, Colorado, United States

Parker, Colorado

SMALL BUSINESS OWNER – DRY CLEANER ASJ Allied Inc. dba Ultimate Cleaners, Highlands Ranch, CO 2018-2020• Set up a C-Corporation through which a dry cleaning business was purchased and operated generating annual revenues of $340k. • Managed seven employees in providing services of cleaning, pressing, ironing, mending of clothing and other items. • Responsible for maintaining equipment, purchasing supplies, updating client records, managing payroll, and keeping financial records and inspections of the business in order. • The pandemic’s impact on the industry necessitated closing the business in December 2020.

Lone Tree, Co

MANAGER – SALES ENABLEMENT & OPERATIONS Charles Schwab, Lone Tree, CO 2014-2018• Initial Field Integration & Support role of partnering with sales executives to achieve asset and revenue goals by qualifying and assigning prospect leads quickly expanded. • Enhanced role included maintaining ownership of microsite production process for which was awarded the Q4 2016 Challenger Award: 120 individuals out of 16K recognized for demonstrating advocacy, innovation and problem solving, ownership, and the ability to lead and inspire others in pursuit of corporate goals. • Promoted to Manager in March 2017 and permanently assigned role of National Relationship Manager for West and Central territories. • In 2017, proactively drove 69 opportunities through various stages of sales and onboarding representing a 43.75% YOY increase from 2016, and Net New Assets of over $142M to the firm as National Relationship Manager.• Participated in cross platform communications/coordination of highly sensitive and confidential initiatives of universally dropping client trading fees and implementing the Satisfaction Guarantee. • Effectively managed increased workflow and project assignments, and provided value to the firm in potential Net New Asset growth and tracking metrics important to sales management. • Seen as a trusted advisor to sales team on various subject matters and continuously sought out as an information resource to team and business partners.

Parker, Colorado

SMALL BUSINESS OWNER – SCHEDULING SPECIALIST JA Marketing LLC – Sub-Contractor for Paragon Planning, Parker, CO 2011-2014• Responsible for scheduling and managing calendars for Mutual Fund, Annuity and REIT Wholesalers. • Duties included setting up 20+ meetings per week or 200 dials each for two contracted Wholesalers, inputting data into shared calendars, provide weekly call reports, and document all work accomplished.

Boston, Massachusetts

MARKETING COORDINATOR, COMPLIANCE LEGAL LIAISON, EXECUTIVE ASSISTANTBoston Capital Securities, Inc., Boston, MA 1999-2005• Responsible for all legal securities communications and correspondence between Boston Capital, lawyers and state/federal agencies. • Duties included completing the processes of audited financials, Broker/Dealer renewals, coordinating annual compliance meetings, submitting employee U4, U5 filings and continuing education information, determining and registering Blue Sky amounts and Series/Non-Series state filings, ensuring FINCEN compliance of all marketing materials, sales agreement maintenance and was the Account Administrator for compliance CRD access.• In conjunction, provided administrative support for the President, SVP, Regional VPs and AVPs in the Sales and Marketing division offering DPP investments in affordable housing that qualify for federal housing tax credits and generating revenues of over $80M annually. • Duties included logistics and coordination of all national and regional sales seminars, preparation assistance of annual golf tournaments, distribution of major league sports tickets and other promotional items, coordination of all travel plans, appointment scheduling and calendar maintenance, expense reports and Fund analysis spreadsheets.

Waltham, Massachusetts

Provided administrative support for Sr. VP, VPs, Directors and Managers in the Professional Services division of an engineering software company responsible for over $1B in revenue. Duties included collection of consultant time sheets to recognize revenue; maintenance of organization charts, division headcount, quota database, voice and e-mail distribution lists and website contact information; logistic organization of quarterly meetings worldwide; coordination of travel plans; set-up of video and telephone conference calls.Coordinated scheduling and logistic organization for the division’s internal training consisting of over 150 classes a year nationwide and approximately $2M in expenditures. Duties included expense analysis, logistic organization for each class nationwide, maintenance of registration database, coordination of travel arrangements, ensuring software licensing, maintenance of completed training database, preparation and shipment of pre-requisite & class materials, books, computer-based training modules, purchasing and inventory control.

Newport, Ri

Managed an advertising and public relations agency responsible for $5M in revenues. Coordinated and prioritized production schedule for all phases of ad and print production. Provided administrative support for the President/CEO and Controller including daily/weekly/monthly reports, billing, accounts receivable, purchasing, inventory, maintenance of media files, time sheets, proof reading, entering copy, tear sheets, press release clippings, incoming phone calls and customer service. Assisted Account Executives with media buying, placement of insertion orders, monitoring competitive advertising in television, radio, magazine and newspaper mediums, tracking reader response and distribution of press releases.

Newport, Ri

Provided customer service support for the sales staff of an exclusive travel services company specifically focusing on villa and hotel reservations in the Caribbean and South of France generating revenues of $12M annually. Assisted the President/CEO and Controller with daily/weekly/monthly reports including expenses, outstanding accounts receivables and fixed & rolling sales projections. Assisted Marketing Manager with monitoring of reader response and tracking of sales leads. Responsible for administrative support including tour guide sales, posting deposits, invoicing, receipting, routing of incoming phone calls, brochure requests, inventory, purchasing, bulk mailings and international shipping.

La Jolla, Ca

Managed a corporate suite leasing office responsible for over $1M in revenues and an average of 70 suites. Directed information flow, scheduled and coordinated the efforts of the VPGM, Operations and Marketing Managers and four Housekeepers. Served as the primary contact for customer service on all incoming phone calls, and scheduled and coordinated all reservations, check-ins and check-outs. Provided operations support including coordinating the opening and closing of suites, and scheduling of housekeeping and maintenance of suites. Was responsible for administrative support including accounts payable, accounts receivable, payroll, expense reporting, billing, receipting, purchasing, bank deposits, 1500 piece mailings, forecasting and petty cash.

San Diego, Ca

Leased residential property of over 1000 units at a luxury condominium complex. Promoted product through on- site tours, telephone inquiries, telephone prospecting, demonstration booths, and negotiated leases with clients. Set up corporate furnished suites for both short and long term stays, and was responsible for scheduling all vendors. Provided customer service for all tenants including scheduling of work orders and move ins and move outs.

Norwell, Ma

Managed the office of a sales representative agency responsible for over $5M in revenues. Responsible for all administrative tasks and sales enablement. Promoted various product lines of architectural hardware through inside sales, telephone prospecting and product demonstration. Negotiated purchasing requirements for distributors and manufacturers. Provided effective customer service through follow-up of job leads, quotations and field problems.

Bachelor Of Science (Bs), Business Administration - Minor Economics

Activities and Societies: Alpha Phi - Alpha Class

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