Paula Pass,Cfp® Email & Phone Number

Belle Haven, Va, Us

Alexandria, Va

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Arka̅gos Advisors + Asset Management, Inc.Are independent of each other. Insurance products are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Dc Metro Area

Directly assisted President and Executive Staff with weekly executive and departmental meetings. Generated and managed weekly P&L reports for President to review and approve.Scheduled all travel for executive staff; managed outside meeting agendas and event planning.Created and managed a business unit Policy and Procedures Manual for the Administrative Department to ensure consistency and meet company-wide standards and ensure due diligence or security and incoming chattel.Responsible for transitioning technical and support requirements to the field sales team after "go-live".Directed the collaboration development of training materials and curriculum as well as refinement of project planning tools.Spearheaded the Vendor Management program at the OFC business unit; maintained compliance for internal audit as well as outside OTS (Operation of Thrift Services) audit; managed review of current vendors, review new vendors and completed required due diligence for their approval. Excellent communication and presentation skills with the ability to present to a variety of external audiences, including being able to interact with senior executives.Program administrator for LSM (Lease Sales Manager), Baker Hill ( Credit reporting system), and Keyscan (on-site building access and security system)Worked with a group of cross business unit executives to develop and implement a company engagement survey resulting in increased engagment, reduced turnover, and better targeted employee education programs.Reviewed and approved all expense reports and vendor invoicing.Masterminded a recognition and rewards program that promoted employee engagement.

Managed $2.2 MM annual budget, managed staff of 32+ with less than 5% turnoverForged and capitalized on strong purveyor relationships contributing to 5% quarterly revenue increases. Strong knowledge of product, pricing and availability of highly allocated items were key to maximizing profitsSignificantly cut costs by eliminating overtime hours, streamlining the schedule and reducing utility and extraneous expenses overall by 20%

Ba, Political Science / Economics

Activities and Societies: Chi Omega

Political Science / Economics

Activities and Societies: Chi Omega Sorority