Patti Mclean Email & Phone Number

Wisconsin, United States

The primary role of this position is to provide excellent customer service and assist the financial advisor in allowable activities per the SEC & FINRA Worked in Multiple FA (4)and multiple BOA (3)office. Answered phones and scheduling appointments. Reviewed client accounts for missing information.Managed client profiles and made necessary changes as requiredDeliver exceptional client service by proactively meeting clients' needsReview both cash and holdings when client requested funds from account.Training on new client software going live in May

Janesville/Beloit, Wisconsin Area

The primary role of this position is to provide support to the SHINE Construction Management

Janesville/Beloit, Wisconsin Area

The primary purpose of this position is to provide daily operations support to the entire C-Suite, working in close consultation with the CEO. This role works closely on confidential matters related to fundraising, board of directors planning, as well as the strategic growth long term planning. In it’s early stages, SHINE relied on this role to support company-wide efforts including hiring, website design, and operations planning for a relocation in addition to regular duties. This role has high-engagement with external clients and investors, serving as the liaison for the C-Suite. • Manage daily schedules for C-Suite executives including CEO, CFO, COO, President, and 3 Vice Presidents. Utilize discernment when prioritizing meetings and events. • Work confidentially to coordinate meetings, travel, and agendas for meetings with the public and investors.• Coordinate travel arrangements for C-Suite executives, including international travel. Maintain federal documents and monitor while traveling. Step-in as necessary to troubleshoot travel interruptions and coordinate new plans alongside external partners. • Compile and submit expense reports for Executives and Board of Directors. Ensure timely submission and reimbursements in compliance with IRS regulations.• Promoted in 2016, hired and trained replacement administrative assistant. • Assist Administrative Assistant in managing daily administrative operations of the company including maintaining office supply inventory, tracking visitors and security sign-in log, sending and receiving international packages, and greet visitors.• Serve as main contact for internal and external meeting and event planning. Work internally with staff to coordinate quarterly Board of Directors meetings, including prior distribution of materials. Serve as contact for external partners for public meeting planning, including government agencies and the community. • Assist other departments with meeting daily operations duties

Janesville/Beloit, Wisconsin Area

The primary purpose of this position was to manage the external communications of the public service program and support the weekly program operations. This role supported across the organization and was therefore responsible for maintaing a breadth of knowledge on the organization’s mission, planning, and daily functions. • Responsible for preparing and distributing weekly educational program materials, including curriculum packets and take-home papers. Maintain schedule of curriculum calendar, ensuring materials were distributed according to management’s annual planning calendar.• Maintain external communications for meetings and events through social media platforms. Created organization’s first Facebook profile, in an effort to broad outreach to membership and public community.• Responsible for creating, scheduling, and distributing monthly responsibilities for 100 volunteers according to the partnership needs. Troubleshoot coverage in the case of volunteer drop-out or no-show. Utilize social media channels to recruit additional volunteers and notify public of program dates.• Supported fundraising efforts for youth program. Provided assistance in annual fundraising events • Maintain client records in compliance with federal regulations for public service program. • Educate public service program clients on organization’s policies and procedures.• Negotiate product cost with program suppliers, ensuring low expense program guidelines. Solicit donations from organization members, community partners, and external companies.

The primary purpose of this role was the support the lead teacher in classroom management, in an effort to maintain educational experiences for students with Emotional and Behavioral Disorders (EBD). This role required specialized training in children handling while in the special education atmosphere. Additionally, delicacy and confidentiality were paramount in the record keeping for the parents, school, and school district. • Assist in preparing classroom curriculum planning in compliance with State of Wisconsin statutes regarding special education elementary classroom guidelines, requirements, and objectives. Adhere to regulatory compliance for reporting student or parent abuse, misconduct, or neglect.• Provided support assistance with EBD students in daily classroom experiences. Classroom goals included teaching students’ educational abilities (studying, completing tasks, maintaining schedule) and self-care abilities (hygiene, regular movement/exercise, emotion management).• Maintain certified trainings; attend 2 trainings per year.• Prepare and distribute classroom materials, maintaining inventory supply, and distributing take-home papers.