Laura Mertz, Cfp® Email & Phone Number

Encinitas, CA, US

Utilizing a combination of client-management skills, planning, market and product knowledge, I partner with team members to effectively address the specific needs and service issues of clients in order to cultivate existing client relationships.

Solana Beach

(Hokanson Associates merged with Aspiriant on 01/01/2016)Notable achievements: Awarded Core Values Award by the CEO in May 2018 for embodying the firm’s culture, principles and core values. Effectively ensure the smooth running of the office by supporting my team in maximizing their productivity, managing processes methodically and strategically, and.

Solana Beach

Effectively ensure the smooth running of the office by supporting my team in maximizing their productivity, managing processes methodically and strategically, and communicating proactively. Provide excellent client service. Successfully schedule and execute meetings, book travel, proactively manage facilities. Successfully plan memorable client and.

London

Notable achievement – Increased client bookings by 50% within 7 months.Executive Assistant to company founder. Direct liaison for high net worth clients. Provide a very personable and high level of client service. Devise and implement creative marketing strategies to attract new clients. Manage design and production of marketing collateral. Manage the.

London, United Kingdom

Notable achievement - Developed and secured a pivotal relationship with the Head of Commercial Operations for Virgin Active Health Clubs UK, which led to the successful launch of a retail range of healthy meals in a selection of Virgin Active Health Club in-house restaurants. Successfully create, develop and execute key marketing strategies within budget..

London, United Kingdom

Notable achievement - Managed the successful launch of four different bar and restaurant concepts, which involved overseeing site works, managing contractors and suppliers, designing and implementing an effective marketing campaign to promote respective launches, and securing PR coverage.Developed and implemented creative marketing strategies. Managed.

London, United Kingdom

Provide central office and support services to senior managers and Siemens account director.

London, United Kingdom

Successfully co-ordinate office relocation (liaise with contractors, terminate old and set up new contracts and suppliers, assist with IT set up, assist with integration of new companies). Effectively ensure the smooth running of an office of 180 employees. Manage processes methodically and strategically, and communicate proactively. Successfully schedule.

London, United Kingdom

Notable Achievement - Promoted from office assistant to Office Manager in November 2006.Executive assistant to two Managing Partners. Manage office assistant and receptionist. Effectively manage an office of 150 employees.

London, United Kingdom

Play a key role in ensuring the smooth integration of the Sony and BMG royalty systems from an administrative perspective. Reconcile third party creditors, consolidating and editing data, and managing the archive systems. Responsible for the interpretation of artists’ contracts and the entry and retrieval of data using bespoke royalties accounting software.

United Kingdom

Notable Achievement - Received the award for Sales Representative of the Year in 2004 before being promoted from Sales Assistant to Marketing Manager.Set up & run 6-week long promotions at independent, privately owned gyms around the UK to generate new membership sales. Devise and utilize promotional initiatives to increase sales. Create weekly forecasts.

Bachelor Of Science - Bs, Business Administration (Financial Services)

Associate'S Degree, Business Administration

Certificate In Import Export