Nicole Calaro Email & Phone Number

Silver Spring, MD, US

Silver Spring, MD, US

Bethesda, Maryland, United States

Bethesda, Maryland, United States

• Participated in the FY24-FY26 budget planning exercise for NCBI and created the necessary files for leadership review and approval
• Oversaw the adoption of Power BI as NCBI’s reporting tool for Monthly Budget Reviews, Quarterly Program Reviews, Monthly Release Status Reports, and Monthly Resource Planning Reports
• Implemented a streamlined process for reporting information from NCBI’s sources of truths (Jira Plans, Effort Reporting Systems, and Excel) to Power BI and co-lead the communications of the changes done through.
• Created data visualizations and dashboards in Power BI for leadership and Product Teams to translate complex data into clear and engaging visuals
• Expanded the monthly budget to include Cloud and Hardware costs and incorporated into separate dashboards in PowerBI
• Successfully worked with different groups: Leadership, Production Service Operating Board (PSOB), Program Heads, Product Managers, Project Managers, Scrum Masters

Bethesda, MD

• Expertly create monthly and ad-hoc reports in the CRM using my understanding of the SQL processes that run the reports to help discover sales opportunities in our current client list
• Input data into CRM software with new prospects, new clients, policy information, and commissions on a weekly basis
• Identified and automated commission processes in our CRM software to better track expected commissions versus actual commissions paid
• Earned the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations from the American College in 2 years
• Maintain confidences of our prospects and clients in regards to Protected Health Information, Personally Identifiable Information, and HIPAA laws
• Diligently work independently and collaboratively in a cross-functional team on projects to meet deadlines

Bethesda, MD

• Expertly create monthly and ad-hoc reports in the CRM software using my understanding of the SQL processes that run the reports
• Input data into CRM software with new prospects, new clients, policy information, and commissions on a weekly basis to keep our records accurate and up-to-date
• Established an online presence by designing and programming their websites: DC Family Business Forum (www.dcfamilybusinessforum.com) and Freedman Risk Management (www.freedmanrisk.com)
• Handled the IT duties following the creation of our sister firm, Freedman Risk Management, that included obtaining Microsoft 365 email licenses, ordering computer equipment, and purchasing website domains
• Established the firm’s cybersecurity policies by consulting with a cybersecurity expert and instituting a mandatory annual cybersecurity and Compliance presentation
• Created a Standard Operating Procedure detailing the workflow of the life insurance division to serve as a training and instructional guide, which has sped up the training process for new hires/new promotions

Bethesda, MD

• Received Series 6, 63, and 65 licenses in order to work more in depth with our Qualified Plans division
• Identified and streamlined redundant processes and files after the Director of Operations left the company, including commission tracking, records maintenance, and IT equipment
• Overhauled the firm’s documents, including employee handbook to define new firm policies and organizational hierarchy, documentation to use for personnel training, and defined office workflows and hierarchy
• Expertly created monthly and ad-hoc reports in the CRM software using my understanding of the SQL processes that run the reports
• Provided excellent and timely customer service to our growing list of 401(k) plan participants on an extensive number of requests
• Assisted with new hires by posting open job positions, collecting resumes, reviewing resumes with the Managing Partner, and prepare onboarding paperwork

Bethesda, MD

• Ran monthly reports from our CRM to help firm partners make decisions regarding sales and servicing
• Performed routine and complex clerical and administrative tasks including creating basic client correspondence; opening and distributing mail; copying and scanning; faxing; filing; answering and screening calls; and.
• Directed the company’s marketing with quarterly newsletters to stakeholders, website design and blog updates, and social media presence across Facebook, Twitter, and LinkedIn
• Managed the calendars of the three firm partners and coordinated any necessary logistical arrangements for travel

Wheaton, MD

• Attended to patients from beginning to end: signed them in, confirmed their eye insurance plan, pre-screened patients, and took payment
• Provided front desk support by answering phones, checking mail, and accepting and sorting packages
• Tracked money and sales by creating fee slips, updating the ledger, and closing out the CC machine
• Organized the office by maintaining inventory, updating patient records, and wiping down the office equipment at the end of the day

Landover, MD

• Managed company's social media presence on Facebook and Twitter
• Wrote and published short articles on the company blog
• Increased sales and expanded our client base by leading the company's outreach to political organizations nationwide during the 2012 Election Cycle
• Maintained the contact list and designed newsletters and other mass emails to keep in touch with our current and prospective clients to help drive new business

Bethesda, MD

• Supported sales staff by combing through lead lists and researching companies to assist with warm leads
• Conducted searches for third-party software companies to find illegal copies of their products

• Consistently reached or surpassed my recruitment quota for daily group interviews
• Fulfilled administrative duties (preparing paperwork, creating contact lists, handling mail
• Managed phone support (answering calls, reaching out to potential salespeople)

Bachelor Of Science, Marketing And Information Systems

Activities and Societies: Freshman Fellows, Technology and Business Transformation Fellows

Bachelor Of Science (Bs), Marketing And Information Systems

Activities and Societies: Filipino Cultural Association, Sigma Psi Zeta