Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, and processing deliveries and/or payments. Performs various functions for the Financial Advisor(s) including, but not limited to, preparing forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports as well as researching account inquiries and/or problems. Establishes and maintains files to meet the firms regulatory requirements, creating and producing reports, databases, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships.

Management and cultivation of a portfolio of corporate and individual relationships that total 40% of overall revenue goal for the Foundation. Directly responsible for ensuring that financial goals are met by securing sponsorships while managing budgets. -Securing donor commitment and loyalty through communications and event engagement.-Manage vendors, logistics and volunteers through one-on-one meetings and multi-vendor dining events, golf outings, and signature events. -Responsible for venue, collateral design, mailings, marketing, public relations, and printing of marketing materials.

-Manage a caseload of wishes that ranges in complexity, cost and scale and deliver them in a timely manner. -Responsible for all stages of project development and implementation while coordinating complex details including family needs, child medical requirements, vendor in-kind contributions and effective volunteer engagement. -Accurately develop project budgets, effectively manage costs, and assure accurate account reconciliation. -Utilize project management systems to achieve a high level of performance and customer satisfaction.-Provide great customer service and achieved 98% customer satisfaction, while supporting very sensitive family circumstances. Family caseload of between 100-150 wishes.-Led and managed major event for 3000 + people including: coordination of multiple vendors, management of the site plan, food, budgets, marketing. -Effectively utilizes project database to manage timelines, budgets, costs and reconciliation of each project. Achieving high levels of targeted performance

Manager of outbound vehicle logistics for a car assembly plant, including management of 43 employees. -Responsible for the accurate and safe delivery of finished vehicles from the assembly line to dealerships around the United States, including inventory management and expediting of over 200 car parts, supplier bid analysis and effective sequencing of car orders from marketing in a buildable arrangement for assembly plants.-Chosen as part of a professional development program that included individualized hands-on training in many aspects of logistics including rotation through various departments at headquarters, divisions and assembly plant.-Contributed on implementation team for a new computer system that tracked vehicle orders from marketing, through the assembly line, to dealerships throughout the United States.