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Misty Martinez, M.A.T. is listed as Customer Service Specialist at Summitry, a company with 37 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Misty Martinez, M.A.T..
Misty Martinez, M.A.T. previously worked as Customer Services Specialist at Summitry and Customer Manager at Burlington English Inc.. Misty Martinez, M.A.T. holds Master Of Arts In Teaching, Elementary Education And Teaching from Santa Clara University.
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Hello! I'm Misty Martinez, a dedicated former K-12 educator who's harnessed my passion for empowering and supporting individuals. My teaching background has instilled in me a meticulous attention to detail, a knack for organization, and a heart for helping others excel.As an individual, I thrive on ensuring seamless operations, streamlining processes, and enabling teams to work at their best. Building and nurturing relationships is my forte. In my customer success journey, I've fostered connections with administrators, teachers, and students, ensuring their satisfaction from introduction to ongoing support. Embracing change, I've transitioned from education to the world of customer-centricity, eager to contribute my skills to impactful teams. Let's connect and explore how I can bring my passion for people and success to your organization.
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A career timeline built from the work history available for this profile.
Foster City, California, United States
~Investigates and answers operationally driven client inquires within a timely manner including, but not limited to onboarding new clients, coordinating client requests, money movement, general account maintenance and generating reports.~ Serves as primary liaison between Summitry and Custodians including Schwab and Fidelity.~ Completes daily.
San Francisco Bay Area
Offer curriculum training and support for 30+ Adult Schools in the Bay Area by cultivating strong relationships with 250+ teachers, administrators, and educational staff. Develop and implement robust curriculum and teaching strategies to promote product knowledge and professional growth regularly. Foster collaboration across all teams and departments in US.
Designed cross-curricular content through collaboration and coordination with team members. Adopted blended learning approach that seamlessly combined in-person and virtual instruction. Resolved behavioral and academic concerns and improved students' academic performance by conducting regular meetings with parents, guardians, and administrators. Employed.
San Jose, California
Drove successful lead generation of candidates at multiple stages of sourcing by creating, implementing, and updating tracking systems, metrics, and reports. Addressed current and future staffing needs for program and project management roles by identifying, attracting, and recruiting candidates with highly technical and specialized skills. ~ Built.
Sunnyvale, California
Provided extensive support and assistance to two accountants withing private CPA firm by effectively managing top-tier administrative duties and executing basic accounting tasks. Scanned, collated, and mailed tax returns and various essential documents to clients. Facilitated timely tracking of incoming, in-house, missing, and reviewed tax returns by.
San Jose, California
- Promote sales to reach company goals daily- Market and communicate popular sale items and deals within the company- Provide efficient and respectful customer service
Oakland, California
- Addressed student concerns, mediated interpersonal conflict and communicated events- Organized and facilitated ten campus events per school year- Informed staff through daily blogging and weekly reports
Other employees you can reach at summitry.com. View company contacts for 37 employees →
Joe Martin, Financial Behavior Specialist®(Fbs®)
Colleague at SummitrySan Mateo, California, United States, United States
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Michelle Wong
Colleague at SummitrySan Francisco Bay Area, United States
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Jennifer Rouse
Colleague at SummitrySan Mateo, California, United States, United States
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Lisa Ozaki, Cfp®
Colleague at SummitrySan Jose, California, United States, United States
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Aaron Szager
Colleague at SummitryRedwood City, California, United States, United States
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Alex Katz
Colleague at SummitryLos Altos, California, United States, United States
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Alexander Leitzes
Colleague at SummitrySan Francisco Bay Area, United States
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Michel'Le C.
Colleague at SummitrySan Francisco Bay Area, United States
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Ken Vander Kooi, Cfp®
Colleague at SummitrySan Jose, California, United States, United States
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Curt Tyler
Colleague at SummitrySan Francisco Bay Area, United States
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Quick answers generated from the profile data available on this page.
Misty Martinez, M.A.T. works for Summitry.
Misty Martinez, M.A.T. is listed as Customer Service Specialist at Summitry.
Misty Martinez, M.A.T. is based in San Jose, California, United States while working with Summitry.
Misty Martinez, M.A.T. has worked for Summitry, Burlington English Inc., Diocese Of San Jose, Modis, and W.J. Donnelly, Cpa.
Misty Martinez, M.A.T.'s colleagues at Summitry include Joe Martin, Financial Behavior Specialist®(Fbs®), Michelle Wong, Jennifer Rouse, Lisa Ozaki, Cfp®, and Aaron Szager.
You can use AeroLeads to view verified contact signals for Misty Martinez, M.A.T. at Summitry, including work email, phone, and LinkedIn data when available.
Misty Martinez, M.A.T. holds Master Of Arts In Teaching, Elementary Education And Teaching from Santa Clara University.
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