NH SBDC is the trusted resource small businesses have turned to for guidance, assurance, and straight answers for 39 years. During that time, NH SBDC has advised or trained more than 110,000 NH entrepreneurs, helping them to start over 2,250 businesses, take over 18,000 eCourses, raise over $357M in capital infusion, & support more than 14,000 jobs.Directly supported team of 14 Business Advisors that all operate independently and differently-Focused on connecting and scheduling all new inbound clients [servicing thousands annually]-Management of direct to advisor connections, referrals and connections via many partner organizations-Ensuring all inbound clients make it through the funnel and meet with a business advisor-Trusted advisor and resource to the advising team-Brought process improvement to client funnel that included increase in completion rates of required forms for grant reporting by simple changes in language and removing unneeded and distracting content.Strong CRM skills-Detail oriented-Organized and effectively managed high volumes of data-Strong note taking abilities-Actively tracked high volume of inbound leads, referrals and touch points from initial contact, registration, additional required forms, scheduling and showing up for advising [Rough 150-300 people actively being monitored and moved along the process at any point in time].Additional points to highlight:-Strong use of Microsoft suite including Outlook, SharePoint, OneDrive, Teams, etc-Strong email management across numerous inboxes-Ongoing management of competing priorities with all staff and team members-Ability to navigate heavily regulated and process driven environment of a small nonprofit that is part of and operates within the guidelines of a large government organization [Public University]-Strong awareness and emotional intelligence in communications with wide range of clients across geography, industry, level of education and stage of business development.

After being in remote, individual contributor roles from 2020-2023, I was hungry to work in a social and collaborative role again. In this fun, part-time role, I collaborate with team members/stakeholders across the organization, current members, prospective members and my immediate team. Our small but mighty team of four problem solve all day [every day], to assist members of all types, to meet and exceed their goals via membership, personal training, and health & nutrition services.-Respond to high volume of varied member and prospective member requests in rapid fire fashion-Leverage CRM in serving current members and moving prospective sales through the funnel to close -Work as a team to move prospective sales through to close and meet monthly team sales targets-Utilize strong communication and emotional intelligence-Communicate with prospective sales and team members in fast paced environment in person, phone, email and text message [Meeting people via the channel that works best to connect with them].-Effectively navigate, de-escalate and resolve high pressure and heated situations.-Develop and connect with members throughout the lifecycle of their time with Executive

This organization has several entities, including Morgan Legacy Partners, real estate investment organizations with a mix of assets across the U.S. with a strong concentration in North and South Carolina.; and Morgan Franklin Fellowship Foundation, which is a nonprofit whose mission centers around providing financial literacy education and resources for people and their communities.Recruited from the Foundation in 2019 to serve as the Executive Assistant to CEO, Peter Morgan, while still serving as the right hand to the Executive Director and Chief of Staff.-Active involvement in all operations across $20M+ organization.-Successfully transitioned meetings to a fully remote setup across multiple geographies, from Florida to New Hampshire, in response to COVID-19.-Oversee all Executives’ calendars and facilitate up to 15 internal / cross-functional meetings each week across Banking, Finance, Accounting, Business Development, etc.-Serve as an “air traffic controller and swiss army knife” behind the scenes to ensure people have what they need and that roadblocks are removed so projects can progress smoothly. Seen as main point of contact for information, resources, and scheduling.-Ensure Executives are prepared for any media/press opportunities as well as phone, in-person, and virtual meetings, both internally and externally facing. Prepare presentations and ensure all information is reframed and written-up appropriately in real time/when needed. -Tapped by CEO to additionally serve in more of a Personal Assistant capacity where needed due to a proven track record of being extremely dependable and responsive. -Provide thoughtful presentation of ideas, solutions, and improvements that frequently get utilized and implemented; provide background information on potential investments outside of core real estate focus.-Do background research on unknown meeting attendees to best prepare CEO.-Concluded my time with the Founder & CEO as he transitioned to retirement.

-Work with consultants on various projects, such as the implementation of a new Learning Management System (LMS). (Researched, selected, and coordinated all aspects of roll-out and collaborated with team members to build out educational content. Support the ongoing development, launch, and implementation of new LMS courses in tandem with the Director of Education.)-Create original content with a focus on video and audio creation; write weekly blog posts for organization and outside partner organizations.-Provides all administrative support for meetings: management, scheduling, facilitation, and follow up.-Facilitate and on-board new partner organizations and (150) students. Collect pertinent information and manage all data and weekly engagement reporting.-Developed a working knowledge of video editing tool Adobe Premiere Rush and numerous products within the Creative Cloud Suite. Serve as the Google Workspace Admin and provide IT and tech support for team.

Alpha Loft (acquired by NH TECH ALLIANCE) supported and provided resources to entrepreneurs, improving their prospects for successfully launching and scaling innovation-based businesses.-Managed 43 internal events and 36 external events each year. This involved everything from scheduling, and managing the invited speakers and guests, to promoting the actual events and driving attendance. -Managed external events at Alpha Loft locations and coordinated all details / logistics with outside organizations and their attendees. -Oversaw the Annual Startup Shindig event each year, growing it to 315 Attendees (about a 20% increase YOY). This entailed coordinating catering/bar services; venue and A/V logistics; itinerary creation and management; and event setup including permitting with the city of Manchester. Additionally secured and managed six volunteers to assist with numerous tasks.-Collaborated with Director of Development & Entrepreneurship Network and grew content creation, bringing some much-needed consistency to Alpha Loft’s blog. Created 2-3 Blog posts and/or announcements per month which highlighted Alpha Loft’s work, featured Startup community news, and shared the progress of the startups Alpha Loft worked with across the state.-Managed Membership of 58+ companies across, three locations, representing over 100+ individuals. -Drove growth of email lists for primarily newsletter, events, and community supporters. Utilized “Active Campaign” for CRM and communications; maintained contacts, notes and interactions among stakeholders.-Grew social media following and interactions in first fiscal year with no budget across Facebook, Twitter, and LinkedIn. Saw increases greater than 100% with additional increases in Facebook Interactions by +50%.

-Knew every student / family member’s name, their interests, how frequently they attended class, their occupation, and any and all background information that helped build the studio’s close-knit community. -Regularly spoke on behalf of the organization and represented the Founder when needed.-Served as a Trusted Advisor on important business decisions / opportunities effecting the studio’s success.

Served as go-to for all business operations and helped support and grow this thriving martial arts studio across three NH locations until the untimely passing of original owner / business partner.