Monica Redfern, Cpfa® Email and Phone Number
Monica Redfern, Cpfa® work email
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Monica Redfern, Cpfa® personal email
Monica Redfern, Cpfa® phone numbers
I am a highly motivated individual seeking finance, sales, or marketing career opportunities. I have a proven ability to provide excellent customer service, execute consultative plan sales for retirement accounts, trade securities up to margin & options, effectively organize compelling marketing campaigns, conduct thorough comparative market analyses, and streamline day-to-day business operations.
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Client CoordinatorThe Plexus Groupe Oct 2023 - PresentDeer Park, Il, Us
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Development And Events AssistantBarrington Area Conservation Trust Jan 2023 - Present• Assist with planning and execution of fundraising campaigns (individual giving, grant writing, planned giving initiatives)• Design 10+ communication & marketing materials for donor appreciation and conservation-related educational events• Orchestrate volunteer coordination, logistics, and vendor management for events• Maintain donor and prospect databases in Excel
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Retirements RepresentativeFidelity Investments Jun 2022 - PresentBoston, Ma, Us -
Client Relationship AdvocateFidelity Investments Sep 2021 - Jun 2022Boston, Ma, Us
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Marketing / Research & Development InternColdwell Banker Residential Brokerage Jan 2019 - Jan 2022Madison, Nj, UsAs an intern at Coldwell Banker, I focus primarily on marketing. This consists of: emailing open house, new listing, and recent sale campaigns; designing weekly newsletters and marketing materials, organizing contact lists, conducting market research through the use of the MLS (Multiple Listing Service), updating listings in the MLS, developing proficiency with all CB Intouch applications, managing social media accounts and websites, promoting listings through Boost marketing and SEO, generating descriptions of properties and communities served, handling relocation assignments, and organizing CMA (Comparative Market Analysis) reports. On a day-to-day basis, I work with my boss to implement ways to streamline the process of approaching the sale of homes regarding organizing emails, photography, and promotions. -
EntrepreneurMade By Mon Mar 2014 - Jan 2022While attending a college preparatory boarding school during my high school years, I was required to dress in business attire everyday. This attire includes a blazer, oxford button-down shirt, and a skirt of a specific length. Inspired to make my own skirts, I began to experiment with fabrics and a sewing machine and I was able to make items that fit both the uniform requirements and my personal fashion tastes. As I received more and more compliments on my skirts, many people mentioned that they would be interested in purchasing my hand-made creations if I made that option available. Subsequently, I worked on a very small clothing business of my own whenever I was able to find the time. I administered Instagram and Facebook pages in order to market my products, and I worked with materials from local fabric stores to create my clothing pieces.
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Client Relationship AssociateVanguard Feb 2021 - Jun 2021Valley Forge, Pa, Us -
Student-AthleteLake Forest College Aug 2015 - Feb 2021Lake Forest, Illinois, Us -
Administrative InternRally Insurance Group, Inc. Jun 2016 - Mar 2017Volo, Illinois, UsI worked as an intern for my extended family’s insurance company which focuses primarily on insuring collector cars, however they do sell general home and auto insurance as well. While there, I was in charge of tasks which included: scanning, filing, billing customers, compiling commission statements in excel spreadsheets, sending out commissions to our brokers, barcoding, and quoting insurance. For an entire workweek while my extended family members were on vacation, I worked with only two other women and my tasks that week were to essentially do the job of my superior - to quote insurance for customers for both homes and automobiles. My overall objective for this position was to facilitate the daily operations of the business -- specifically, to complete the tasks that are relatively simple but require a significant amount of time. -
InternMvtrac Jun 2015 - Aug 2015Palatine, Il, UsInterested in gaining more business-related skills, I worked as an intern at my close friend’s father’s business, MVTrac. There, I worked under the president of the company, Luke Smith, who guided me in learning valuable marketing strategies, how to work with excel in order to keep organized inventory records and projections, and conducting market research for my small business.
Monica Redfern, Cpfa® Skills
Monica Redfern, Cpfa® Education Details
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Lake Forest CollegeMandarin Chinese -
The Hill School
Frequently Asked Questions about Monica Redfern, Cpfa®
What company does Monica Redfern, Cpfa® work for?
Monica Redfern, Cpfa® works for The Plexus Groupe
What is Monica Redfern, Cpfa®'s role at the current company?
Monica Redfern, Cpfa®'s current role is Client Coordinator at The Plexus Groupe.
What is Monica Redfern, Cpfa®'s email address?
Monica Redfern, Cpfa®'s email address is mo****@****fmr.com
What is Monica Redfern, Cpfa®'s direct phone number?
Monica Redfern, Cpfa®'s direct phone number is +184777*****
What schools did Monica Redfern, Cpfa® attend?
Monica Redfern, Cpfa® attended Lake Forest College, The Hill School.
What are some of Monica Redfern, Cpfa®'s interests?
Monica Redfern, Cpfa® has interest in Children, Entrepreneurship, Cross Country, Music (Chorus), Business And Marketing, Track And Field, Mandarin Chinese, Fashion And Design.
What skills is Monica Redfern, Cpfa® known for?
Monica Redfern, Cpfa® has skills like Microsoft Word, Powerpoint, Teamwork, Social Media, English, Time Management, Organization Skills, Mandarin Chinese, Public Speaking, Microsoft Excel, Creative Problem Solving, Editing.
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