Martinette Smith Email & Phone Number

Virginia Beach, Virginia, United States

Financial planning assistant and resource to a team of Certified Financial Planners at a small, locally-owned firm.• Gather and analyze client financial data and utilize the eMoney Advisor software to develop comprehensive financial scenarios/plans for review with the advisor team prior to client presentation.• Subject matter expert on the retirement, estate planning, college savings, investment, tax, and insurance components of a financial plan.• Assist with the establishment of various types of investment accounts and portfolio changes.• Conduct investment research and obtain documentation in preparation for prospect and client meetings.• Client-facing resource maintaining relationships with clients throughout the financial planning process.• Participate in meetings as well as proactively and reactively respond to client inquiries and service needs via phone and email.

Virginia Beach, Virginia, United States

Provided direct support to wealth advisory firm’s Director of Planning and developed financial plans for agency advisors focused on helping individuals, business owners, executives, and entrepreneurs.• Lead planner for all modular (non-fee) financial plans with developed expertise in utilizing the eMoney Advisor financial planning software platform, and back-up planner for comprehensive (fee-based) financial plans.• Created independent process of working closely with newly-hired financial advisors to obtain information to move client plans from initiation to completion; including developing and writing recommendations, printing, binding, and delivery of the final presentation. • Participated in all advisor training courses to enable a better understanding of the language and challenges that advisors dealt with.

Virginia Beach, Va

Owner of contemporary women’s clothing and accessories boutique. • Accountable for day-to-day management of systems and performance of flagship store, including concept development, launch and operation protocol, budget management, sales and profitability.• Managed and developed administrative systems for sales reconciliation, payroll, scheduling, employment & sales tax submission, inventory management and human resources.• Assisted buyer with developing merchandise budget, seasonal clothing, and accessory selections, and tracking of inventory.• Provided market research of industry trends including planning for and attending national apparel shows.• Developed client experience program, merchandising schedule and assisted with social medial / email marketing to ensure revenue growth.• Implemented intern partnership with the Art Institute of Virginia Beach.

Norfolk, Va

Provided business support and project management for a consortium of physicians in various healthcare disciplines practicing in a state-of-the-art, all-inclusive facility.Project Director• Applied best practices via an operating plan to execute and manage a new business initiative of merging medical practices into a new medical group, as well as launching a pharmacy.• Streamlined pre- and post-construction project management and communication.• Managed state regulations, permits and account management for the launch of an onsite pharmacy.• Coordinated and managed a host of events including a Health Fair, Blood Drive and fundraisers• Maintained business relationships with facility vendors and assisted in brokering new business partnerships.Pharmacy Operations Manager• Provided operational and management support for pharmacy staff.• Processed insurance checks and reconciled claims payments through computer system, ensured availability of funds in the cash register, and made daily cash deposit at the bank.• Maintained supporting documents (e.g., explanation of benefits, receipts, bank statements) as part of the process for reconciling insurance claims and deposits with final balances.• Provided data on sales of over-the-counter items and filled prescriptions to senior management. Credentialing Coordinator• Completed credentialing application packages to have physicians added to various insurance networks (government and commercial) in order to be reimbursed for services rendered.• Responded to inquiries from insurance carriers to maintain credentialing privileges and ensure compliance with rules and regulations.

The interface between information technology associates and end users to manage projects for one of the world’s largest investment management organizations.• Implemented projects to improve processes, provide cost savings and increase productivity in multiple business areas.• Gathered end user’s business requirements and documented workflows to affirm changes would support the effective operations of the business model.• Interpreted, translated and validated end user’s requirements in functional specification documents prior to the start of development work to ensure project completion in a timely and cost effective manner.• Created scripts, verified system design and coordinated end user testing to confirm requirements were implemented.• Utilized project management software tools to track day-to-day activities to ensure schedules and timelines are maintained.• Provided scheduled and ad hoc reports to stakeholders and end-users and key updates on project milestones and overall tracking to the project schedule.• Led user testing (manual and automated) and developed training materials to facilitate process adoption and manage change.

Liaison between American Funds and one of the nation’s largest insurance companies on a variety of matters pertaining to variable annuity products.• Collaborated with areas inside and outside the organization to develop, manage and implement projects to improve customer service to financial advisers and increase sales.• Consulted on the development of internal training curriculums, and trained internal groups on new services and features of products to ensure information complied with procedures and state blue sky laws.• Served as primary technical resource for associates with variable annuity questions; maintained knowledge through self-study, extensive involvement in projects concerning technical details of annuity products and by taking calls from financial advisers.

Responded to incoming phone calls from the financial services community responsible for marketing products for one of the largest mutual fund families in the U.S.• Communicated policies about mutual funds, retirement plans, variable annuity products, transfer agent operations, and literature on a daily basis to assist financial advisers in gathering assets to invest in American Funds.• Developed a comprehensive literature catalog for associates to streamline the ordering process and decrease call processing time.• Utilized PC HYPO software to develop hypothetical illustrations charting past performance to assist financial advisers in client presentations.• Mentored new associates and trained peers on industry and proprietary information.

Provided customer service at this grocery store operating over 1,000 supermarkets in the Southeastern and Mid-Atlantic states.• Applied management and communication skills to supervise employees, resolve customer complaints, and ensure efficient cash register operations.• Utilized database to record account receivables, reconcile all cash registers, and generate daily financial reports and deposits.

Mba, Business Administration

Bs, Computer Science

Education record