Nancy Williamson Email & Phone Number

Oversees all aspects of operations management and work flow delegation for five direct reports. Developed and monitors business forecasting metrics and manages P&L reports. Developed tracking metrics for new business and monitors business processing for quality assurance. Completes projects and special assignments by establishing objectives, determining priorities, managing time, gaining cooperation of others, monitoring progress, problem-solving, and making adjustments to plans. Responsible for staff recruiting and hiring, orientation, and training. Maintains management guidelines by preparing and implementing human resource policies and procedures as well as updating job descriptions and requirements for all positions. Ensures planning, monitoring, and appraisal of staff work results by providing coaching and problem solving, appraising job results though employee reviews, and creating and monitoring performance improvement plans as needed. Responsible for companywide compliance audits and oversees all regulatory requirements including marketing regulatory review and licensing.

Oversaw all aspects of office coordination for six direct reports in a financial planning office with over $129 million assets under management, serving as liaison between staff and CEO. Completed projects and special assignments by establishing objectives, determining priorities, managing time, gaining cooperation of others, monitoring progress, problem-solving, and making adjustments to plans. Maintained management guidelines by preparing, updating, and recommending human resource policies and procedures as well as updating job descriptions and requirements for all positions. Ensured planning, monitoring, and appraisal of staff work results by providing coaching and discipline for staff, hearing and resolving staff grievances, counseling staff, conducting and documenting employee reviews, and creating and monitoring performance improvement plans as needed. Developed and coordinated annual and semi-annual staff training sessions, workshops and activities. Coordinated travel for all staff, including conference registration, flight, hotel, and car reservations. Assisted CEO in maintaining human resource staff by recruiting, selecting, orienting, and training employees. Assisted CEO with company planning strategies which consider immediate and long-term staff requirements and vision casting. Coordinated with IT consultant to maintain all technology on site effectively resolving various technology issues. Responsible for companywide compliance audits and oversaw all regulatory requirements including marketing regulatory review and licensing.

Wilmington, Delaware

Served as Executive Assistant to the CEO and subsequently took on additional role as Director of Operations. Maintained CEO’s appointment schedule by planning and scheduling client meetings and monitoring personal commitments, teleconferences, and travel, as well as monitoring schedule on a daily basis. Conserved CEO’s time by reading, researching, and routing written and email correspondence; drafting letters and documents; collecting and analyzing information; and following up with clients as needed. Managed CEO’s workload, acted as gatekeeper for administrative tasks and staff meetings. Delegated work from CEO to appropriate team member, following up on results. Assisted CEO in coordinating maintenance of physical property as well as tenant relations. Coordinated various business tracking data for use by CEO. Directly collaborated with CEO and associate wealth advisers in providing concierge client service by rendering assistance in catering to clients’ needs; including all levels of support to advisers and involvement in all selected scheduled client meetings and phone conferences for the CEO. Maintained precision in preparing the client account application paperwork. Proficiently transcribed detailed notes dictated by the CEO. Coordinate with IT consultant to maintain all technology on site effectively resolving various technology issues. Responsible for company wide compliance audits and oversees all regulatory requirements including marketing regulatory review and licensing.

Oversaw all aspects of school operations including building curriculum, staffing, enrollment, class scheduling, and purchase of equipment/maintenance for over 50 students