Employed 1996 – 2001 and 2010 – Present• Manage workflow for asset management, annuity and life insurance products for clients of a boutique financial advisory firm. Daily communication with 6+ major lifeinsurance carriers, Raymond James Financial and Broker-Dealer Lion Street for compliance.• Create presentation materials, research products and new business onboarding.• Provide quality client service, problem solving and operational organization.• Oversee company branding and marketing collateral.

United TEFL (Teaching English as a Foreign Language) Training is a nonprofit international education organization which aims to connect people with English teacher training certification courses worldwide, enabling participants to gain accredited certification and paid or volunteer teaching positions abroad. The program assists clients with logistics and promotes cultural immersion in addition to facilitating employment.• Acquired business assets and led rebranding exercise to launch United TEFL, a nonprofitinternational education organization offering accredited English teacher certification courses.• Developed and nurtured relationships with US & UK university career centers, attended campus recruiting events, information sessions and consulted with over 300 faculty and students annually.• Consult with university staff on trends and new approaches for students interested in working and living overseas.• Managed training course staff of 12 across Barcelona, Seville and Florence.

• Established teacher training centers with three campuses in Spain and Italy. Secured suitable training locations, hired trainers, organized student housing, arrivals and cultural orientation.• Achieved profitability within nine months of opening in Barcelona, Seville and Florence.

• Increased sales by 35% through international marketing efforts to over 50 US and UK universities.• Advised students and parents on international travel, cultural awareness and adaptation to ensure successful transition and suitable employment opportunities upon course completion.

• Taught English to senior-level executives at multi-national companies.• Effective classroom management, lesson planning and student motivation.

• Analyzed and evaluated accounts receivable data for CFO and executive management.• Prepared budget to actual reports for board of directors on a monthly, quarterly and annual basis.

• Provided excellent customer service for Private Banking clients.• Supported Institutional and Personal Trust Vice Presidents.• Prepared employee benefit plan documents and marketing materials.• Established the Health Support Team which promoted healthy lifestyle activities for bank employees.