Lisa Taylor Email & Phone Number

San Diego, CA, US

- Spend time getting to know the client’s business model and individual system needs- Act in a consultative manner by offering creative solutions, and proactively identifying opportunities where we can deliver even greater value for our customers through our platform- Pin point the root cause of problems, provide solutions, and own the relationship from.

San Diego, California, United States

• Develops content for the blog, Instagram, and TikTok by attending local events and visiting businesses.
• Negotiates deals with businesses that align with the brands target audience.
• Brainstorms on new and exciting ways to gain followers.
• Shoots and edits all contributed content for social media platforms.

• Oversaw that the Client Service Managers were operating effectively and delivering on the company’s overall mission to all 300+ clients.
• Successfully on-boarded four new team members remotely with a 100% retention rate.
• Conducted quarterly reviews to ensure the branch had succeeded goals and completed projects in a timely manner.
• Implemented business techniques and project management tasks that contributed to the firm's development and expansion.

Jacksonville Beach, FL

• Managed all incoming requests, questions, and follow-ups for 140 clients with ~$90 million in assets.
• Interacted with Raymond James home office support and other financial teams to develop cooperative relationships.
• Constructed daily, monthly, and quarterly client reports and correspondence using CRM platform, Goldmine.
• Supported financial advisors with portfolio research, market updates, and account monitoring. Registered RepresentativeRaymond James Financial Services, Inc.Client Services ManagerBeachside Wealth Partners131 2nd Ave..

Jacksonville Beach, FL

• Supported Client Services Managers with client issues, servicing needs, and retention.
• Opened accounts for existing and new clients while ensuring compliance requirements were met.
• Provided office wide support including answering incoming calls, scheduling meetings, and following up with clients.

San Diego Metropolitan Area

Assisted KCD production team with the planning, execution, and breakdown of the Louis Vuitton 2023 Cruise show.

Jacksonville, FL

• Partnered with bloggers and local businesses to increase brand awareness.
• Ran all social media platforms, created email blasts via MailChimp and monitored the Shopify website.
• Assisted company in buying and selling products by connecting with wholesalers and customers.
• Created line sheets and look books to showcase the brands designs to potential partners.
• Researched popular trends and styles to add to the companies merchandise selection.

Jacksonville, Florida Area

• Managed strong customer relationships and generated sales by promoting a positive environment, following through with orders, and instilling brand confidence.
• Merchandised sales floor based on customer trends.
• Continually went beyond monthly sales quotas by over 25%.

Greater San Diego Area

Jacksonville, Florida Area

Bachelor Of Business Administration (B.B.A.), International Business, 3.7

Activities and Societies: Alpha Chi Omega, Presidential Envoys, Order of Omega

International Business, 4.0

Study Abroad through UNF Coggin In Program Summer 2014- 4 weeks in length