Katherine Patetta Email & Phone Number

Pittsburgh, PA, US

Pittsburgh, PA, US

Pittsburgh, PA, US

- Collaborated closely with internal teams to support pre and post-sale steps in global enterprise and educational markets- Completed an average of 132 tasks per month with great attention to detail, accuracy, and timeliness- Ensured internal documentation is up to date for constantly changing processes- Built and monitored reports to keep errors at a.

Valley Forge, PA, US

- Partnered with an average of 30-45 clients per day to assist with investment guidance and brokerage transactions- Developed financial acumen and communication skills- Problem solved to improve business processes and client experience- Studied for and passed the SIE, Series 7, and Series 63

University Of Richmond, VA, US

- Assisted with ongoing office projects as requested that may require handling confidential information- Provided a welcoming atmosphere for prospective students and families- Operated Slate, a software system used to document all student and event information- Created Office Assistant schedule and organized greeters as needed for events and high-volume days

University Of Richmond, VA, US

- Acclimated incoming international students to life at the University of Richmond and America - Created an inclusive and imaginative community of ten from which lifelong friends may be found - Implemented activities to foster cohesion and acceptance between these new students - Led and mediated group discussions and activities to customer

University Of Richmond, VA, US

- Assisted with organizing interviews between prospective students and alumni volunteers - Responded to student and alumni’s inquiries and refer them to the appropriate channels if required - Operated Salesforce, a software system used to document the alumni and student correspondence

Richmond, Virginia, US

- Worked closely with the Founder and interns to ensure that the logistics of the coworking space and social club were running smoothly- Assisted with financial reports, analysis and forecasting for the startup- Conducted business development research and provided reports to the Founder on service expansion, programming, and funding opportunities- Managed.

Raleigh, NC, US

- Worked with various stakeholders to define and document business processes- Analyzed and refined key metrics to measure the effectiveness of experience improvement initiatives- Assisted with building and maintaining the library of process documentation to support continuous improvement efforts- Supported the development of process mapping to establish an.

Education record

Education record

Education record