R. Emily Wolfe Daniel

R. Emily Wolfe Daniel Email and Phone Number

Director Of Operations at Johnson & Brannen Advisory Group @ Johnson & Brannen Advisory Group
125 West Washington Street,
R. Emily Wolfe Daniel's Location
Athens, Georgia, United States, United States
About R. Emily Wolfe Daniel

• Seeks to provide excellent customer service to clients and serve supervisors and coworkers well

R. Emily Wolfe Daniel's Current Company Details
Johnson & Brannen Advisory Group

Johnson & Brannen Advisory Group

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Director Of Operations at Johnson & Brannen Advisory Group
125 West Washington Street,
Website:
jbagroup.nm.com
Employees:
10
R. Emily Wolfe Daniel Work Experience Details
  • Johnson & Brannen Advisory Group
    Director Of Operations
    Johnson & Brannen Advisory Group Dec 2019 - Present
    Athens, Georgia, United States
    • Coordinate marketing initiatives by negotiating contracts or orders, researching potential vendors, managing clientappreciation initiatives, and ensuring our actions are compliant to FINRA, SEC and Northwestern Mutual regulations• Serve as an Associate Wealth Management Advisor by obtaining Georgia Insurance License and taking client insuranceapplications, submitting to home office and coordinating the underwriting process for policy approval• Completed all requirements to become Series 7 licensed in April 2021
  • Emory University
    Event Manager - Office For Undergraduate Education
    Emory University Sep 2017 - Dec 2019
    Greater Atlanta Area
    •Served as leading event manager for 2019 Senior Class Reception and Emory College Diploma Ceremony, acting as lead organizer for event logistics as well as communicator to over 1200 May 2019 graduates•Facilitated an introductory course to Emory University (PACE 101) to a class of 17 students during Fall 2018•Co-coordinated the 2018 Emory College Diploma Ceremony by sending communications to over 1100 undergraduate students, communicating with faculty marshals, student marshals, college deans, volunteers and University Events to ensure that accurate information is disseminated in a timely fashion•Participated as part of a team to facilitate the Emory Scholars Finalists Week that hosted up to 100 high school seniors from all over the world for a three day, on campus interview process•Worked with the Emory Scholar Program to plan and execute the annual retreat at an off campus location for approximately 200 students, faculty members, alumni and staff•Coordinated over 50 domestic and international flight arrivals and departures for 2018 Emory Scholars Finalists’ Week including organizing transportation from the Atlanta Hartsfield International Airport to Emory University campus and back to the airport•Communicated with outside vendors to ensure contracts were signed per Emory policy and payment was rendered in a timely fashion through Emory’s internal finance system•Worked with individual departments to plan events via a consulting model•Volunteered as part of the Community Building Committee for the Office for Undergraduate Education to promote communication and a team-oriented atmosphere by facilitating a variety of diverse events to highlight individuals strengths and passions throughout the department•Worked with the Orientation team to help facilitate large scale August 2018 and 2019 First Year Orientation events events over move-in weekend including mainly on-site logistics, menu and transportation logistics for the respective groups
  • Appalachian State University
    Event Coordinator
    Appalachian State University Sep 2015 - Sep 2017
    Office Of The Chancellor
    •Acted as liaison between other departments, organizations, groups and the Office of the Chancellor to plan and execute events ranging from 10-200+ invitees and attendees•Established policies, timelines, and plans to communicate expectations, coordinate logistics, facilitate organization, and execute events and meetings with efficiency and accuracy•Worked on a team to plan and execute five bond promotion events across the state of North Carolina through creating contacts at venues, establishing event layout and agenda, and ensuring relationships could be fostered by development officers and other Appalachian faculty and staff•Represented the Office of the Chancellor at other events and meetings on campus and in community•Developed and foster relationships between faculty, staff, departments, students, and community to promote strategic partnerships for future projects•Organized and directed volunteers to help host events and represent other campus and community organizations •Coordinated menus, location layout, parking, and transportation logistics for events held on campus and in the community in various locations•Managed and coordinated event guest lists and invitations for Chancellor hosted events
  • Appalachian Regional Healthcare System
    Associate Development Officer - Foundation
    Appalachian Regional Healthcare System Sep 2014 - Sep 2015
    Boone, Nc
    •Worked to create and maintain relationships between donors, stakeholders, and health system staff•Input donor information into donor database and coordinated acknowledgement letters based on donor designation for tax purposes•Acted as a liaison between event committees, the foundation staff, and third party stakeholders to ensure accuracy and efficiency were maintained throughout the planning and execution processes•Interviewed grateful patient and wrote annual giving letter from story•Handled financial processes and funds with direction from foundation development officer•Participated in community events to support local organizations and encourage area collaboration and partnerships•Functioned as a team member on the Heart of Healthcare Committee to foster employee engagement and appreciation•Researched and wrote content for organization website and worked with marketing department to launch site to public
  • Appalachian Regional Healthcare System
    Summer Administrative Assistant-Foundation
    Appalachian Regional Healthcare System May 2014 - Sep 2014
    Boone, Nc
    •Initiated and followed through on individually designated projects and requests•Prioritized and multitasked efficiently to complete duties and requests for 22 summer foundation events including golf tournaments, galas, cocktail events, etc. •Communicated with committees to plan meetings, coordinate duties, and complete event lists•Wrote press releases, semi-annual donor appeal letters, and other documents for special events•Prepared mailings and information about upcoming events•Managed event information, recorded RSVPs, and coordinated event equipment as necessary •Created and managed check requests, recorded fund credit card records, and administered other financial tasks •Organized and coordinated staff meetings, room reservations, and completed other administrative duties
  • Walker College Of Business-Appalachian State University
    Career Counselor At Bb&T Student Leadership Center
    Walker College Of Business-Appalachian State University Aug 2012 - May 2014
    Boone, Nc
    •Coordinated Career Shadow Day in Charlotte, NC for 40 Appalachian students•Assisted in planning and implementation of Career Development special events for the Walker College of Business•Participated in strategic planning retreat to craft an organizational vision and mission statement for the BB&T Student Leadership Center and made plans for putting that mission into tangible actions to serve students, faculty and employers•Assisted business students in individually creating and editing resumes and cover letters•Networked with employers to learn about potential position openings and other opportunities available for Appalachian students•Presented career related material to business classes and organizations to increase student awareness and knowledge about specific skills necessary to further their professional marketability
  • University Of Alabama
    Residential Advisor - Tutwiler Hall
    University Of Alabama Aug 2009 - May 2012
    Tuscaloosa, Al
    •Planned bi monthly programs promoting education, diversity, culture, community, safety, and welfare by contacting and coordinating with campus and community organizations•Enforced rules and regulations in order to ensure the safety and security of the residents•Interacted with the community director documentation of residence hall activities•Provided assistance and community leadership to a hall containing approximately 85 residents
  • Uab Health System
    Marketing Intern
    Uab Health System Apr 2011 - Jul 2011
    Birmingham, Al
    •Assisted with micro-site migration which involved content transfer using Fatwire Content Management System•Helped plan for Heart & Vascular micro-site migration by documenting the current number of conditions living on each services page on the current UAB Heart & Vascular micro-site•Conducted research regarding Physician Directories and Mobile Applications, mobile technology use in Academic Medical Centers, and medical physician marketing using mobile technology•Assisted with Employee Recruitment Competitive Analysis by conducting research on prominent medical institutions in order to understand better employment recruiting methods•Gathered additional information on UAB Continued Medical Education classes by attempting to make contact with each department that offers these Continuing Medical Education seminars in order to gain information about possible audio and/or visual recording files that could be used to further promote the information presented outside of a class or meeting room setting

R. Emily Wolfe Daniel Education Details

Frequently Asked Questions about R. Emily Wolfe Daniel

What company does R. Emily Wolfe Daniel work for?

R. Emily Wolfe Daniel works for Johnson & Brannen Advisory Group

What is R. Emily Wolfe Daniel's role at the current company?

R. Emily Wolfe Daniel's current role is Director Of Operations at Johnson & Brannen Advisory Group.

What schools did R. Emily Wolfe Daniel attend?

R. Emily Wolfe Daniel attended University Of Alabama, Appalachian State University.

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