Kate Phillips Email & Phone Number

Santa Cruz, Ca, Us

Bellevue, Washington, United States

• Manage client events for business acquisition as well as client retention• Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.• Increased revenue by 40% over previous year.• Organized daily workflow and assessed appropriate staffing to provide optimal service.• Collected confidential financial information from clients to construct comprehensive financial plans.• Scheduled and attended meetings with clients and… Show more • Manage client events for business acquisition as well as client retention• Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.• Increased revenue by 40% over previous year.• Organized daily workflow and assessed appropriate staffing to provide optimal service.• Collected confidential financial information from clients to construct comprehensive financial plans.• Scheduled and attended meetings with clients and prospective clients as requested.• Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.• Partnered with business leaders to deliver services that support company objectives and consistent with corporate values. Show less

• Determined readiness of written pieces, made changes and approved final versions for publication.• Prepared, rewrote and edited pieces to improve readability and impact.• Reviewed reports and recommended changes to improve copy flow.• Reviewed pieces for grammar, spelling, punctuation, syntax, accuracy and compliance with quality standards.

San Luis Obispo County, California, United States

• Reviewed project scope, required materials and labor pricing to develop competitive bids.• Created schedules and roadmaps for projects to keep budget parameters.• Kept detailed track of daily progress and productivity and analyzed data to identify and correct holdups.• Led quality assurance operations to increase efficiency and reduce project gaps.• Supervised day-to-day activities of contractors to promote productivity and efficient use of resources, maintaining on-time and… Show more • Reviewed project scope, required materials and labor pricing to develop competitive bids.• Created schedules and roadmaps for projects to keep budget parameters.• Kept detailed track of daily progress and productivity and analyzed data to identify and correct holdups.• Led quality assurance operations to increase efficiency and reduce project gaps.• Supervised day-to-day activities of contractors to promote productivity and efficient use of resources, maintaining on-time and under-budget project delivery.• Consulted with clients to define objectives and develop scopes. Show less

Arroyo Grande, California, United States

•Devised processes to boost long-term business success and increase profit levels.•Studied markets to determine optimal pricing of goods and services and to capitalize on emerging opportunities.•Promoted business via social media to generate leads and maximize brand identity.•Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.•Fulfilled customer shipping needs by completing all purchase orders and customer… Show more •Devised processes to boost long-term business success and increase profit levels.•Studied markets to determine optimal pricing of goods and services and to capitalize on emerging opportunities.•Promoted business via social media to generate leads and maximize brand identity.•Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.•Fulfilled customer shipping needs by completing all purchase orders and customer invoices.•Assessed supplier quality to maintain tight cost controls and maximize business operational performance.•Assisted with marketing strategy creation and advertising initiatives to better promote facility to public. Show less

Spokane, Washington, United States

My philosophy as head coach was centered around building well rounded athletes that thrive in academics as well sports. Responsibilities included maintaining the financial standing of the program by working with community members to raise money for equipment and training opportunities, run competitions, organize transportation, and collaborate with faculty for academic success.

Master Of Business Administration - Mba, Finance, Global Business, Accounting, General Business

English Secondary Education, Secondary Education, English