Enhancing every facet of the client service experience, particularly when it comes to crafting financial plans for you and your family's future. Partnered closely with a Senior Financial Advisor and Principal to provide exceptional client management to a diverse range of individuals with varying net worth and financial complexities. Daily functions include administrative tasks as they relate to each client, while always looking for ways to streamline processes to enhance the client experience. Servicing over 300 clients requires an elevated level of organization to meet all deadlines and regulatory requirements, such as required minimum distributions.

Providing consultation services to a variety of start up ventures, focusing on marketing, social media, hiring, inventory needs, and many other operational aspects. Worked with clients on organization of administrative functions and developing new ways to enhance business functionality in general.

Managed and operated two franchise businesses under a corporate umbrella. Handled all administrative functions of the business, from human resources, marketing, and general errands for purchasing. Our clientele expected top tier service.