Scheduling B2B meetings with executive decision makers. Focus on outreach, prospecting, and lead qualification.

Operated as a brand specialist focusing on assisting customers across all company brands: Williams Sonoma, Williams Sonoma Home, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Mark and Graham, RejuvenationCreated sales orders Answered and assisted with general & furniture customer inquiriesEngaged with domestic and international customers via emailAssisted retail store associates with their customer inquiries

Interview applicants to obtain pertinent information regarding their loan needsCollect and analyze client’s financial informationCompare and evaluate possible financial products, develop solutions, and decide which to recommend to customers to best meet their needs and financial circumstancesInitiate the lending decision processProvide service to customers seeking mortgage loansCall and e-mail clients or prospectsWork with team members to provide information for prompt processing and closing of residential mortgage loan applicationsManage mortgage pipeline

Conduct inbound sales calls to provide client organizations with high quality candidates in a cost-effective and timely manner.Provide consulting services that best determine and meet client needs.Prospect for new client and business opportunities.

Multidimensional role providing various planning, organizing, scheduling and coordinating activities in support of strategic business imperatives. Sales Executive:Responsible for cold calling and prospecting via social media, booking appointments, conducting appointment calls and guiding prospects through the entire sales cycle ending in a closed sale."Demanding Greatness" Tour Manager: Managed a six-city, month-long book tour. Responsible for organizing and booking flights and hotels in each city for a 12-person team and VIP Speaking Guests. Organized, scheduled and coordinated several events in each location. Secured and transported all necessary equipment throughout entire tour.Executive Assistant / Chief of Staff: Operated as first point of contact for team members. Initiated and conducted daily morning meetings. Monitored daily team member activities to ensure metrics and productivity achievement. Provided key insights and creative element concepts to develop virtual training platform including detailed progress and summary reports. Prepared and proposed recommendations designed to enhance operational efficiencies to expand business opportunities.

Provide high quality client service across the department by responding to phone inquiries and providing account and plan information from various information systems.Supply fund and investment performance information to clients by phone.Respond to inquires pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication.Identify problems and needs of clients with urgency, professionalism, and efficiency; determine alternative solutions; resolve the problem using current workflow procedures.Initiate transactions for clients including loans, withdrawals, rollovers, plan contributions, and terminations.Work with various areas of the division to enhance overall quality and workflow efficiencies.Multitask in a highly visible, fast-paced, team-oriented environment. Deliver industry knowledge to fund performance and retirement investing.Relate, empathize and quickly build rapport with participants.Help clients reach their financial goals through the highest standards of ethics and integrity.

Responsible for accounting, regulatory compliance and administrative functions for a portfolio of captive insurance companies and other clients. Financial and Accounting:Prepare financial statements in an accurate and timely manner.Reconcile balance sheet and income statement accounts to supporting documentation.Process vendor invoices for payment.Assist Account Managers with audit and actuarial activities. Regulatory:Prepare regulatory filings, including Vermont Captive Insurance Company Annual Report and premium tax returns.Work with Account Managers to ensure on-going compliance with Vermont captive insurance regulations.Assist Account Managers with triennial examination by the Vermont Department of Banking, Insurance, Securities and Health Care Administration.Insurance:Assist Account Managers with policy issuance, certificates of insurance and other insurance documentation.Bill and collect premiums.Track and reconcile claims activity.Other:Maintain client files in accordance with the electronic filing system procedures.Maintain availability for special projects requested by Account Managers and clients.Monitor and document team and client activities in Service Tracking Database.Prepare memos and other correspondence.Correspond with other service providers. Maintain client contact and office databases.Investigate outstanding issues on client accounts.Prepare meeting materials for the annual board of directors’ meeting and other client meetings.Attend annual conference of the Vermont Captive Insurance Association and other seminars.

Oversee all daily operations, create work schedules and manage daily business activities. Instruct skateboarding lessons to beginners via private lessons on the weekends. Instruct skateboarding as a camp counselor/skoach(skate coach) at Talent Skate Camp, an all day summer camp. Also includes selling skateboarding products in the shop.