Katherine Nathan Email & Phone Number

Lafayette, Colorado, United States

• Conduct analytics reporting to support medical sales team using SQL and SAP ERM.• Communicate updated accounting and sales data to sales teams of deals $100K+.

Carlsbad, California, United States

• Assisted 3 Portfolio Managers with over 500 accounts and over $70mm in managed assets.• Provided extremely quick and impeccable administrative assistance to clients.• Streamlined account opening for 100+ new clients. • Built relationships with new and existing clients to amplify business.• Created and improved portfolio operations & document generation and execution.

San Diego, California, United States

• Reduced client mortgage payments by an average of 30%.• Wrote loan modification documents using government databases.• Corresponded with borrowers to communicate mortgage reduction options.• Produced and presented monthly loan holding reports to sell mortgage-backed securities to financial institutions.

Davis, California

• Tracked qualitative data for consumer grocery products across US grocery retailers.• Analyzed e-commerce product assortments by product attribute and retailer region. • Deciphered product descriptions and matched merchandise from in-house database to merchandise at competitor retailers.

Oceanside, California

• Improved students writing assignment grades by an average of 1 letter grade per session. • Increased students ability to transfer to their first choice university.• Coached 100+ students during nine-month period as a full time college student.• Assisted English professors in classroom as a Teachers Assistant.• Maintained welcoming relationship between the writing center and the college at large.