Kathleen Kent Email & Phone Number

Waltham, Massachusetts, United States

Commonwealth Cares Fund, Inc. is a 501(c)(3) charitable organization established by Commonwealth Financial Network® to serve the communities where its employees and affiliated advisors work, live and visit. Committed to providing contributions of time, talent and financial support to a wide range of philanthropic efforts aimed at relieving human suffering, promoting social and economic growth, and sustaining and protecting our planet’s resources.Supporting Executive Director and Board of Directors; full charge bookkeeper through trial balance.

Dedham, Massachusetts, United States

• QuickBooks Desktop Certified User for small businesses and individuals.• Administrative and technical consultant for small businesses.• Provide organizational skills for individual clients, including but not limited to home sale preparation.

Beaufort, South Carolina

Provided bookkeeping, administrative, technical, and creative assistance to individual clients as well as small businesses.

Boston, Ma

Supported Chief Executive Officer & President (CEO) and Board of Directors• Provided complete support services for CEO and Board of Directors.• Coordinated Board of Directors’ meetings and subcommittee meetings. • Provided orientation for new members and arranged celebrations for retirements.• Project Manager for Board Book Portal Project; delivered complete electronic version of Board Book within accelerated delivery schedule.• Arranged complex and detailed travel plans and itineraries for CEO, Board of Directors, Executive and Senior Management. Negotiated and contracted room rates with local hotels.• Assisted with corporate reorganization plans and select Human Resource matters.• Developed annual budgets and reported quarterly variances.• Project coordinator for mergers and acquisitions.

Boston, Ma

Supported Senior Vice President, Underwriting and Underwriting Management Team• Supported former Senior Vice President of Underwriting during transition to Chief Operating Officer.• Project coordinator for growth strategy project.• Supervised four staff members.• Managed credit programs for insureds.• Responsible for broker licensing for employees.

South Natick, Ma

• Provided support services for cashmere apparel company.• Processed letters of credit; extensive communication with clients and bank.

Boston, Ma

Coverys, Boston, MAAdministrative Assistant, Corporate FinanceSupported Chief Financial Officer, Controller and Assistant Controller• Attended Board of Director Audit and Investment Committee meetings: created agendas, organized data from sources, recorded meeting minutes, organized meeting space and catering needs.• Provided corporate financial support to internal and external auditors, Compliance Officer, investment bankers and consultants.• Maintained Board of Directors’ fee schedule, correspondences and disbursements.

Watertown, Ma

Boston, Ma