Katie Jachowicz Email & Phone Number

Wellesley, Massachusetts, United States

Wellesley, Massachusetts, United States

Wellesley, MA

Wellesley, MA

- Manage Global Outsourcing Relationship Management Program- Facilitate Relationship with BlackRock Solutions- Coordinate reporting for Strategic Research & Initiatives- Maintain compliance documentation- Collaborate with all asset classes to drive goals of the CIO- Lead Business Continuity Planning for Corporate Investments

Strategic Research And Initiatives

- Managed the training and development for the on-boarding of BlackRock solutions trading platform- Identified opportunities to eliminate or improve unproductive processes across Investments- Initiated the process for testing all State Regulations for Investments- Assisted in aligning the US and Canadian Mortgage processes, systems, and reporting- Led.

Wellesley, MA

- Compiled quarterly board reporting and annual rating agency presentations- Maintained executives calendars, travel, and expenses- Paid invoices and maintained licenses for Investments- Led space planning and new employee on-boarding

Developing distribution strategies for hundreds of stores nationwideIdentifying and maximizing opportunities to grow the businessAnalyzing sales trends, anticipating consumer buying patterns and fashion trends, and evaluating in-store and competitors' merchandise selectionsMentoring and Training Allocation AnalystsPlanning, executing, and evaluating.

same company; Evaluated vendor performance and developed reports to reflect sales and growth Prepared and managed all purchase orders within the departmentMaintained buyers' calendars, booked travel arrangements, and arranged vendor meetingsAnalyzed and calculated spending to determine an open to buy budgetAided in the development of new software.

BankerExceeded sales goals on a quarterly basisManaged customer complaints through resolutionGenerated and closed business for loans, investments, personal and business accountsResponsible for cash orders and managing head cashProactively contacted new and existing customers for quality assurance

Managed creating monthly statements for customersAwarded S.M.A.R.T. employee for exceptional performanceConsistently maintained an accurate balance of fundsEnhanced new employee training process and workshopsPerformed teller duties over the line and drive up window

Managed scheduling, maintenance and documentation of all state vehiclesCollaborated, organized and distributed financial reportsActed as the receptionist utilizing a six line switchboardAssisted in scheduling travel arrangements for employees

Supervised and trained staff of sevenCreated and distributed daily earning statementsManaged all operational aspects of the businessResponsible for inventory management and ordering

Bachelors, Economics

Collateral field in Management, Minor in Resource Economics and Spanish

Education record

Education record