Kate Phillips personal email
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Transitioning from educator to business owner helped build a foundation on leadership principles and communication to ensure business goals are prioritized. For over ten years I ran small businesses in the online retail sector, construction, and service industry. In 2021 I completed an MBA program with concentrations in finance, accounting, and international business. Currently working on completing the Google Analytics Course.
Edward Jones
View- Website:
- edwardjones.com
- Employees:
- 44495
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Edward Jones AssociateEdward JonesSanta Cruz, Ca, Us -
Client Account ManagerOffice Of Arika Larson May 2021 - PresentBellevue, 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
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EditorFreelance Feb 2010 - Present• 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.
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Project ManagerPhillips Home Renovations Sep 2014 - Aug 2018San 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
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Co-OwnerP.D.H. Mar 2013 - Jan 2015Arroyo 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
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Head Gymnastics CoachSeattle Public Schools Sep 2010 - Mar 2012Spokane, Washington, United StatesMy 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.
Kate Phillips Education Details
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Finance, Global Business, Accounting, General Business -
Secondary Education, English
Frequently Asked Questions about Kate Phillips
What company does Kate Phillips work for?
Kate Phillips works for Edward Jones
What is Kate Phillips's role at the current company?
Kate Phillips's current role is Edward Jones Associate.
What is Kate Phillips's email address?
Kate Phillips's email address is se****@****ail.com
What schools did Kate Phillips attend?
Kate Phillips attended Eastern Washington University - College Of Business, Eastern Washington University.
Who are Kate Phillips's colleagues?
Kate Phillips's colleagues are Patty D., Crystal Kornyukhov, Richard Passanisi, J.v. Cohorn, Lisa Machuca, Neil Chan, Yugandhar Kothakota.
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Kate Phillips
Kennesaw, Ga5cinnabon.com, aarons.com, sourceamerica.org, homedepot.com, homedepot.com -
Kate Phillips
Student At University Of Missouri | Journalism School | University Of Missouri Women'S Soccer TeamColumbia, Mo -
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