Martha Rennard Email & Phone Number

Yakima, Washington, United States

Sanford, Florida, United States

• Partnered with licensed Financial Advisor to increase net assets under care by $10 million within 2.5 years. Served as the sole administrator for 125 client households by processing customized wealth management services: IRA, Annuity, Life Insurance, Estate planning, 529 Plan, and Long-Term Care.• Implemented and tracked the branch business plan and piloted follow-up action items.• Processed financial and account transactions including Checks, Wire transfers, ACH, EFT, recurring monthly payment plans, rollovers, deposits, and distributions. Opened, closed, and maintained various account types. • Managed all account records, appointment scheduling, branch meetings, and assisted with client development.

San Ramon, California, United States

• Supported CEO and CFO with companywide administrative duties for a privately owned company of 80 employees with offices in Colorado, California, and Washington.• Managed budgeting, vendor research, negotiation, scheduling, planning, travel, and hosting corporate client/vendor conferences, charitable events, executive retreats, and employee team building events.• Managed office and office equipment maintenance, repair, purchasing, inventory and generated, negotiated, and maintained corporate vendor relationships.• Administrative systems support for phones, new hire onboarding, and software applications• Processed monthly reconciliation of all (8) corporate credit cards, reviewed and approved employee expense reports, annual audit assistance, and Excel uploads to Oracle NetSuite. Managed all archives and filing for accounting.