Katy Calvert Email & Phone Number

New York, Us

-Strategic Planning and Execution: Driving the development and implementation of strategic initiatives, collaborating with senior leadership on key projects, and ensuring alignment with company objectives.-Operational Oversight: Streamlining daily operations, optimizing processes for efficiency, managing resources, and addressing operational challenges.-Stakeholder Management: Serving as the liaison between the executive team and stakeholders, facilitating communication, managing key relationships, and resolving issues promptly.-Leadership and Team Support: Guiding and supporting team members, leading cross-functional projects, and fostering a collaborative environment to enhance performance and achieve organizational success.

New York, Us

-Supported the CEO by managing schedules, handling both business and personal commitments, and assisting with time management and daily organization.-Coordinated and managed various projects, ensuring timely completion of tasks and alignment with company goals.-Organized and executed company travel arrangements, as well as planned and coordinated events, including FAM trips and team-building activities.-Assisted in the recruitment process, including coordinating interviews, scheduling, and maintaining communication with candidates.-Managed office operations, including employee engagement activities, administering PTO requests, and facilitating internal communications through newsletters and updates.

Milwaukee, Wi, Us

-Curated and executed monthly internal communications, quarterly client (plan sponsor and plan participant) communications, RFPs/RFIs (requests for proposal/information), and white papers-Managed team projects, efficiency operations reviews, and RK (recordkeeping), TPA (third-party-administrator), COI (center-of-influence), and vendor relationships-Designed and maintained a marketing materials library for qualified plans and wealth management teams-Planned quarterly client appreciation and COI networking events

Milwaukee, Wi, Us

-Collaborated with partners to provide daily meeting preps with clients -Created content and design for monthly newsletters sent to clients

Milwaukee, Wi, Us

-Promoted to Supervisor. Managed groups of 8 to 10 students on each shift while serving as a student representative of the University in its outreach to attract prospective students

Milwaukee, Wi, Us

-Collaborated with vendors to add them to Marquette purchasing system -Verified applications, banking information and tax identification status-Assisted Marquette campus departments to complete and fulfill their purchase orders

Milwaukee, Wi, Us

Milwaukee, Wi, Us

Master'S, Digital Communication Strategies (Marketing)

Bachelor Of Arts, Public Relations & Advertising

Study Abroad

High School