Misty Martinez, M.A.T. Email & Phone Number

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 administrative tasks and updates internal systems on a day-to-day basis. ~ Create and implement projects to maximize efficiency in internal systems and teams.~ Elected representative for firm-wide Employee Advocacy Council to assist in fostering a collaborative and empowered workplace.

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 and Israel to drive positive outcomes in every day work and side projects. Track and monitor sales status; provide monthly reports on forecasted revenue.

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 data tracking and analysis methodologies across multiple platforms to personalize learning experiences and inform data-driven instructional decisions. ~ Addressed learning gaps and enhanced overall learning outcomes by aligning formative and summative assessments. ~ Met learning needs of students in first, fourth, and sixth grade by designing and implementing curriculum, lesson plans, and educational programs. ~ Promoted active engagement and contributed to 100% promotion rate for students by nurturing positive and inclusive classroom community learning.

San Jose, California

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 top-performance talent pipeline by executing proactive headhunting techniques for sourcing active and passive candidates exhibiting best match for assigned positions.~ Generated substantial volume of candidates within demanding time constraints by employing strategic approach to sourcing, utilizing online databases, contact lists, internal databases, job boards, and employee referrals.

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 monitoring and updated client list. Screened and managed incoming communications, including emails and phone calls. Coordinated and scheduled meetings on behalf of accountants, optimizing overall productivity. ~ Ensured accuracy and compliance by diligently analyzing and reporting potential discrepancies.~Created welcoming atmosphere for clients by maintaining organized, well-stocked, and presentable environment and office space. ~Boosted customer satisfaction by delivering exceptional service and promptly addressing inquiries and concerns.~Demonstrated meticulous attention to detail in transcribing, typing, formatting, and proofreading all documents using Microsoft Office tools for high-quality output.

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

Master Of Arts In Teaching, Elementary Education And Teaching

Bachelor Of Arts - Ba, Communication Studies And English