I am a mobile Notary Public and Loan Signing Agent servicing Roseville and the surrounding area. Attention to detail, time management and of course excellent people skills are my top priority to give both you and your clients a great experience. I love making something complicated into a simple process. https://www.signingagent.com/profile/15430314

● Managed and grew advisory business portfolio of $75M, ensuring exceptional client relations, proactive service, and compliance with SEC regulations.● Built strong relationships with clients, Financial Advisors, custodians, and business partners, delivering prompt follow-up and resolving account-related issues.● Streamlined client onboarding and account servicing processes, including documentation, asset movement, and addressing custodial or Broker/Dealer concerns, resulting in improved efficiency and client satisfaction.

● Provided exceptional service to client accounts, promptly addressing documentation, asset movement, and resolving custodial issues, maintaining a high level of discretion and timeliness.● Played a key role in new client onboarding, ensuring seamless set-up and account opening processes, fostering positive client experiences from the beginning.● Successfully implemented and migrated client information to a new portfolio management software system, ensuring a smooth transition and improved efficiency in client data management.

● Managed and nurtured relationships with 200 contracts simultaneously, providing ongoing communication, tracking project progress, and demonstrating a genuine interest in customer needs and how to assist them effectively.● Assumed a key role in maintaining compliance with agreement terms, pricing, licensing, and business practices, collaborating closely with clients and internal teams, preserving strong customer relationships.● Led the design, streamlining, and enhancement of worldwide Global License Compliance strategies and processes, contributing to increased efficiency and effectiveness in ensuring compliance across the organization.● Generated substantial production license (royalty) revenue, primarily from Aerospace & Defense customers, by identifying, negotiating, and closing transactions averaging over $1M per quarter, resulting in a total of $25M generated over a nine-year period.● Recognized for consistently exceeding quotas, achieving membership in the 100% Club for eight out of nine consecutive years, showcasing a track record of exceptional performance and goal attainment.

• Built and maintained strong relationships with customers and cross-functional teams.• Structured Wind River service solutions to meet customer needs and close renewals and upsells of support and maintenance contracts.• Leveraged organization, and database knowledge skills to improve internal sales processes and sales performance.• Winner of FY12 – Renewal Rep of the Year; Sales achievement average over 30 quarters (104%); Member of the 100% Club for 5 Years

• Leveraged internal corporate resources to develop programs and processes to support the sales organization. • Proactively improved internal sales processes for better sales performance • Supported sales organization by executing ongoing programs, campaigns, and contests to help drive revenue.• Winner of FY07 Q1 Top Performer Award for Sales Ops- Corp Sales