Michaela Sinclair Email & Phone Number

Batavia, New York, United States

Supports a team of seven Financial Advisors managing the accounts of high net worth clients. Delivers top tier customer support to the team’s clients, providing white glove service from account opening to account servicing, along with supporting the goals of the firm. Leverages the top tier technology of the firm to create a modern experience both behind the scenes and client facing. Able to juggle multiple tasks for multiple clients at any given time to create an organized flow of work. Uses salesforce to stay vigilant on follow-up and ongoing tasks. Completed SIE exam and is currently working towards series 7 licensure.

Leroy, Ny

What started as a part-time stylist position, helping Brides say "Yes" to the dress, turned into a full-time passion. After just one year I stepped into the role of Store Manager and Marketing Coordinator. Amping up the store's social media following and aesthetic, developing a new website and promoting targeted events, such as sales and fashion shows, are just a few of the roles I've played in developing the "Stella's" brand. Closed sales at a high success rate by taking appointments weekly. My other responsibilities included managing store employees, tracking week, month, and year end sales reports, and allocating budgets for bi-annual inventory purchases across multiple brands.

Rochester, New York, United States

Supported the business development initiative of the company to create meaningful connections to participants across the United States. Helped to curate marketing material, run and attend ASBO conferences, organize a pipeline using HubSpot. Represented the company in a professional manor in person, on the phone, and via email communications to educate clients on the services offered by U.S. OMNI.

Rochester, New York Area

Worked along side the Marketing Manager, Operations team, and Graphic Designer to create meaningful marketing communications. Worked to created a yearly marketing calendar including monthly promotions, store openings, charity events, and social media posts. Collaborated with stores to remediate customer issues by creatively providing stores with ways to compensate for their mishaps. Acted as head of customer loyalty program for 46 stores. Utilized technology such as HubSpot, Hootsuite, and Heartland to manage all marketing initiatives.

Pittsford, New York

Batavia, New York

Darien Center, New York

Bachelor'S Degree, Communication, Business Administration

Activities and Societies: Studied Abroad: Western Europe, Summer 2013Communication Major with a Business Administration Minor..

Business, Management, Marketing, And Related Support Services

Activities and Societies: Cheerleading

Regents

Activities and Societies: Cheerleading and Soccer, National Technical Honor Society

Education record