January 2009 -- December 2010• Practitioner specializing in holistic Wealth Management for high net worth individuals, businesses, and organizations with personalized, quality service and professionalism.• Managed prospect sales channels via Internet, Email, Telephone, Events, and Networking.• Authored and developed collateral marketing material for practice.• Managed a discretionary equity and income portfolio.June 2006 – December 2008 • Strategic member of four person team providing client-focused Wealth Management for preserving, growing, and transferring wealth with assets under management in excess of $350 million.• Responsible for team marketing, prospecting channels and all collateral material.• Tailored flexible strategies for affluent individuals, businesses, and organizations with personalized, quality service and professionalism.• Clients in 32 states and 3 countries ranging from individual retail investors, corporate pension plans, and institutions.• Co-managed a discretionary equity and income portfolio in excess of $95 million.

• Performed in-depth attrition analysis utilizing demo- and psychographic variables that pinpointed attrition drivers in a customer population of over 400,000. • Primary ownership of implementing recommendations from attrition analysis; 1 year analysis of effects indicated a minimum of an 8% decrease in overall attrition. • Developed an active account forecasting model with 80% efficacy to identify likely customer attrition based on account payment behaviors and usage history. Model was applied to the customer base to monitor accounts to enable proactive touches to mitigate churn. • Developed and reviewed all customer communications and prospect marketing materials, in concert with Marketing Manager and Communications Manager. • Developed, maintained, and implemented all internal communications regarding marketing and CE strategy and campaigns, as well as, all call-center scripting and training.• Created, implemented, and monitored the Customer Experience (CE) strategy for the firm to align with the overall corporate value proposition. Primary performance metrics tied to retention, customer satisfaction, and loyalty/advocacy measures. • Developed and implemented communications plan for CE strategy to internal stakeholders, as well as, customer and prospective customer base..

•Crafted personalized treatment plans for clients with learning disabilities and updated parents concerning students’ progress through treatment period.•Trained and mentored 30+ clinicians.•Authored and executed customer-centric training materials based on proven research for all incoming staff.

Over a decade in the industry, I worked in all positions and capacities in the restaurant and bar industry. From lowly dishwasher and barback to my final position as General Manager, I garnered invaluable customer service and management experience.