Michael Lind Email & Phone Number

Spokane, Wa, Us

Spokane Valley, Washington, United States

Spokane, Washington, United States

-Developed and implemented strategic financial plans to optimize performance of client investment portfolios utilizing the e-money financial planning software.-Participated actively in client meetings while taking diligent notes to develop effective financial solutions aligned with their specific needs.-Making calls daily to clients to receive feedback on our financial strategies & how our method of doing business is affecting their lives.-Performed regular follow-ups with prospects to follow-up on items needed for the advisors in a timely manner.

Liberty Lake, Washington

-Provided administrative, clerical, and accounting support to attorneys and paralegals-Utilized Thomson Reuters Legal Tracker & Salesforce to produce financial and legal reports for multiple attorneys.-Facilitated payment processing on a global scale as an international liaison between firms and accounting team.-Ensured smooth transition of more than 12,000 legacy contracts onto the Salesforce system.

Irvine

-Efficiently managed document scanning and recording tasks for upper-level management.-Managed operational coordination between technicians and multiple vendors to achieve comprehensive maintenance across a 15-building campus.-Expert in documenting over 2500 contracts including Statements of Work, Estimates, and Quotes from global vendors using an Enterprise Contracts Lifecycle Management system.

Scottsdale, Az

-Receiving 50-60 live inbound calls per day to assist and service the clients in a call center environment.-Up-selling & cross-selling products to customers while maintaining a professional and positive attitude.-Creating and expanding a book of business by prospecting potential buyers.

Scottsdale/Tucson, Az

-Led group meetings every week and served as a mentor to over 30 kids-Was responsible for planning Young Life events, which included outreach to vendors and locations.-Conducted outreach on the University of Arizona campus to gain potential members. -Performed follow up calls to interested students and gave them more information on the group.