Jessica Hamm Email and Phone Number

Vistage is the world’s largest Executive Leader peer advisory and executive coaching organization and has been helping business leaders make better decisions that get better results since 1957.

I stepped into the newly created role of Business Operations Specialist tasked with steering the rollout of projects, initiatives, and support for the firm's 65 employees and 6 offices (KC, St Louis, Wichita, 2 offices in Denver, & Omaha). Built, developed, and lead the ops team of 14 specialists and an ops support associate. I report directly to the Director of Ops. Play a key role in steering the expansion of technology platform to optimize functionality and performance, along with supporting the acquisition of a new firm. I also serve as Head of Process Improvement Team and as Head CRM Trainer.➥ Manage all Tamarac reporting and financial information processing and storage, including information from Schwab and TD Ameritrade.➥ Apply technical and process management skills to steer development and customization of reporting software, including tools and techniques for quarterly reporting and distribution to the client portal. ➥ Led the installation of CRM systems and tools, including creating a process improvement team, effectively steering the project through to completion. Designed weekly training and defined project goals, cleaned information, eliminated duplications, and tracked missing information.➥ Defined, designed, and oversaw the rollout of training, including virtual training to equip user groups with a sound understanding of new applications.➥ Hired a 3rd party IT consultant to build out workflows in the CRM and selected 5 internal team members to support the build-out process to ensure alignment with business needs while acting as the Project Lead.➥ Closely monitor technology KPIs and collaborate with senior Leadership to explore strategies to drive improvement.➥ Transformed Frontier's performance by creating Frontier's Client Segmentation and Client Experience Program, along with steering Frontier's client engagement survey.

Here, I worked within a high-volume and fast-paced environment, overseeing the financial activities for $2B of high-net-worth client funds. I drove delivery of exceptional levels of customer service, ensuring effective communication and oversight of operational standards and processes that included account opening, maintenance, distributions, and wire requests.➥ Worked closely with 1800+ client households to guide and manage the opening of accounts, maintenance, and money movement, the included high dollar wires, tax payments, retirement contributions, and distribution.➥ Fostered cross-functional collaboration with other departments to enhance service delivery efficiency and optimized organizational success.➥ Partnered with 3rd party custodians, including working with them to resolve issues relating to client accounts.

In this position, I served as a combat medic both within the USA and on an overseas assignment in Korea. I delivered consistently high standards of patient-centric care, performing multiple medical functions and procedures supporting US personnel, allies, and civilians.➥ Worked within a medical team administering emergency and routine medical treatment within both inpatient and outpatient settings.➥ Held various leadership positions, including Head of Immunization Lab and Head of Phlebotomy Lab, driving operational efficiency and compliance with regulatory standards.➥ Received 4 Army Achievement Medals in recognition for demonstrating a steadfast commitment to standards and leadership.