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.

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.
• 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.
• 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.

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 preparing and distributing weekly educational program materials, including curriculum packets and take-home papers. Maintain schedule of curriculum calendar, ensuring materials were distributed.
• 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.
• Supported fundraising efforts for youth program. Provided assistance in annual fundraising events
• Maintain client records in compliance with federal regulations for public service program.

• 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.
• 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.
• 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.
• Maintain certified trainings; attend 2 trainings per year.
• Prepare and distribute classroom materials, maintaining inventory supply, and distributing take-home papers.