Lori Lorenzen Email & Phone Number

Roseville, California, United States

Working with private sector clients, a health wellness organization providing employees with health planand financial planning advisory and coaching where, as recipient of multiple “Impacted Awards” forservice excellence, I successfully:• Conduct remote and virtual meetings with clients to review financial objectives and requirements.• Assess current financial health and picture, aligning goals with outcome focused plans.• Provide consultation on debt management, retirement planning and credit building.• Serve as a Debt Coach, volunteering to manage the Debt Coach call queue to provide member support.• Conduct periodic reviews of clients’ progress, addressing and resolving impediments and challenges.• Make referrals and recommendations to internal and external service providers and specialists when appropriate.• Ensure robust client privacy when managing intake applications, credit reports and appointment notes.• Elevate client relationship management targets, resulting in achieving an industry defining greater than 80% Net Promoter Score.• Drive compliance to all corporate and regulatory guidelines and policies.

Sacramento, California Area

A self-directed financial planning consultancy helping clients’ employees reach their financial targets.• Developed and executed omni-channel end-to-end marketing strategies to drive new Enterprise clientacquisition; managing sales funnel building; proposal and pitch development to contract signing.• Created sales targets and revenue KPIs, regularly exceeding goals month on month.• Collaborated with client HR teams to structure employee financial counseling packages within broader employee benefits programs.• Met with clients to develop a clear financial picture and propose solutions and strategies to currentfinancial position.• Proposed investment, tax planning and retirement strategies to align with clients’ financial aspirations.

Puerto Vallarta, Mexico

Ensure excellence and a unique visit for each guest at this 5 million dollar 9-room boutique hotel as well as 4 luxury villas through culturally diverse personnel. Transformed client visions into crowd-pleasing events that were executed flawlessly, within budget and to rave customer reviews. Generated new revenue sources including the addition of a private beach club outside the property by implementing Food & Beverage service on the beach. Increased the number of special events such as Wedding, and vow renewals. Empowered every employee to promptly resolve issues and satisfy guests through the development of an employee operations manual to be signed by all employees, defining company vision, policies, procedures, and priorities. Increased occupancy from 60% to 90% through redirecting marketing effort to past clientele and ensuring repeat business through complete customer satisfaction.

San Diego, Ca

Assisted manager in all restaurant opening and closing duties. Served in a fast-paced environment and maintained a clean and entertaining bar. Trained and assisted newly hired employees in increasing productivity. Managed inventory and ensured accuracy of orders and inventory. Ensured compliance with all state liquor laws and operating procedures. Led coordination of private events with 20-3000 attendees; includes Debuts, Weddings, Product Launch, Wine Dinners and Regatta Events.

Carmichael, Ca

Supervised daily business operations, marketing, customer service, and finances across multiple industries. Hire, train, and directed large staffs to ensure that they understand the brand and adhere to corporate protocols.Created employee development programs to build staff skill sets and value. Identified and developed training needs to improve business performance, strengthened organizational capabilities and leveraged best practices across the company.Successfully increased sales 20% through effective sales tactics, marketing, and customer service. Decreased operational costs 38% through efficient inventory management, and team management.Created company budgets, maintained profit/loss statements, and ensured overall financial health.Delivered exceptional customer service, resulting in repeat business and referrals. Built and maintained strong relationships with clients, staff, vendors, and community leaders.

Puerto Vallarta, Jalisco, Mexico

Managed business start-up, sales, marketing, and upgrades to 18 luxury estate properties.Successfully supervised all phases of construction operations and consistently delivered projects on time and budget. Built a strong cohesive team of motivated, productive, and highly creative personnel, keeping them focused on project goals while maintaining an open imaginative environment.Developed sales and marketing plan increasing revenue 78% in a second full year while providing oversight to redevelopment efforts, website development, and marketing including third-party rental agency listings.Managed all activities related to building revenue, accounting, administration and personnel management while ensuring portfolio success, and constructing annual packets, which included budgets for Board of Directors.Delivered extensive research, established and improved detailed business model, and delivered strategic recommendations that resulted in significant savings of $100k.Achieved cost savings to the HOA fees over budgeted amount from the previous year by reducing fixed spending by 10% and variable overhead spending by 19% through a variety of cost-improvement initiatives through better utilization of resources

Puerto Vallarta, Jalisco, Mexico

Planned, developed and coordinated numerous marketing, and public relations events, and tradeshow events, resulting in a significant increase in new clients, and consistent event success.Streamlined business processes and implemented a client service program, which expanded client base 35% and doubling revenue from $30K/month to $70K/month in average billable revenues by growing relationships with clients and property owners.Achieved a 125% annual increase in business with targeted accounts by formulating and implementing key marketing and online point of sale system.Improved and implemented strategic objectives to achieve profitability and client satisfaction goals.

Basilio Badillio #286 - Puerto Vallarta, Mexico

Owned, operated and experienced building a successful business in a foreign country.Maintained and cultivated excellent long-term relationships with vendors, employees and client’s relationships, maintained ongoing communication, and facilitated solutions to address concerns.Evaluated effectiveness of themes, promotions/services, successfully built and improved vendor relations, and internal operations to ensure accurate/on-time transmission, and product testing.Planned, developed and coordinated destination weddings both domestic and foreign, working closely with vendors, maintaining calendars, event schedules, telephone web conference calls and accommodated international travel for clients and products for events.Planned and analyzed sales/profitability metrics while providing cost reduction measures, budget preparation, financial management, and delivering high-level customer service.