Acted as the cross-functional liaison to ensure internal teams are aligned and kept informed via company-wide internal messagingBuilt a centralized library of knowledge resources for internal employeesMaintained databases for Product releases; both upcoming and past, researched / audited information, and consolidated details and updates from Product Managers Created external facing resources for the Services / Customer Success (CSM) teams to utilize during customer interactions for every new product feature releaseDeveloped strong writing and resource organization skills

• Independently review written investor/customer correspondence to mitigate risk and protect confidential client information requiring strong attention to detail and time management• Coordinate with Senior leadership to assess external communication procedures and provide recommendations for best practices• Publish internal monthly newsletter highlighting departmental initiatives, Diversity & Inclusion efforts, current events, and team building exercises

• Client-facing role specialized in the operational aspects of managing investment accounts and adhering to compliance mandates in a highly regulated financial industry• Served as a trusted advisor to Investment Counselors across the country ensuring a best-in-class experience for our clients• Completed time-sensitive work with near perfect accuracy utilizing multiple technical databases containing highly sensitive/protected client information• Recognized as a highly effective communicator for consistently providing clear instructions to internal stakeholders and external clients on complex processes and financial transactions• Consistently ranked at the top of department-wide performance metric rankings with frequent recognition from leadership in a known high-stress role. Demonstrated ability to deliver value to customers and staff• Assisted with training new employees through one-on-one coaching, reviewing work, and conducting pass/fail testing via mock scenarios

• Contributed to college expenses by organizing documents and filing lot contracts, payables, and invoices• Updated filing systems and storing/organizing historical documents in preparation for annual audits.

• Taught ceramics classes and offered private lessons for both children and adults• Responsible for maintaining the ceramics studio and helped keep track of materials inventory• Managed social media resulting in greater visibility and an increased customer base• Negotiated personal studio time as an independent artist / entrepreneur

• Managed events in a dedicated facility including, but not limited to; weddings, corporate events, and art exhibitions• Interacted with clients to ensure all their needs/expectations were met and events went as planned• Trained new employees on a wide variety of tasks and event types• Worked with outside caterers and other staff members to ensure events ran smoothly and efficiently• Assisted with exhibition sales

Ceramics Studio Intern