Manage cross-functional LA Region Client Support Services Team Cultivate partnerships with various business unit senior managers and provide key advisement on team's integration within their business strategyDevelop workshops and thoughtful recommendations for improvements based on the effectiveness, efficiency and usage of tools, applications and templatesAdvocate for and implement innovative technologies increasing the client and partner experience Serve as a key subject matter expert on a multitude of system

Cultivated recurring and additional revenue opportunities by coordinating the various members of the service team on the comprehensive execution of the client relationshipCoordinated preparation of asset allocation analyses and presentation materials for existing and prospective clients and ensure information is accurately and logically presentedResponsible for overseeing investment/trust account opening processProduced comprehensive research reports (via Bloomberg and Reuters Eikon), monitor outstanding capital structure offers and processing cash movement transactions Trained junior associates in performance reporting, wealth projections and fee analysis

Collaborated with 3 Senior Portfolio Managers (AUM ≈ $600 million, >500 accounts) to develop and recommend customized strategies to achieve client specific investment objectivesParticipated in client/prospect meetings to assess performance strategy and outlook, and build strong relationshipsMaintained extensive contact with clients while researching and addressing inquiries and discrepanciesResponsible for executing trades, compiling research reports (via Bloomberg, Reuters Baseline/Knowledge and Morningstar) and processing Reg. 9 compliance reportsDeveloped and maintained high level knowledge of governing documents and account agreements

Provided comprehensive investment/trust support to Scottsdale Region Portfolio Management TeamCollaborated with Portfolio Managers to ensure securities held in portfolios were aligned with the client specific goalsServed as a liaison for investment-related assistance between clients, prospects, Portfolio Managers, Trust Administrators and numerous internal partnersDemonstrated history of producing accurate highly customized reports meeting stringent deadlines and compliance guidelinesOversaw the Scottsdale Region Internship program Maintained an active role in developing/coordinating investment focused marketing initiatives

Oversaw the development and execution of the region’s tactical and strategic marketing strategies including: planning and overseeing over 50 events and managing the marketing collateral for the top revenue producing office in the regionBudgeted and successfully negotiated marketing and event-related vendor contractsCompiled and interpreted market research and competitor service/product offeringsWorked extensively with creative on artwork, collateral, and event related materials to create customized target print and digital advertisingCollaborated with partners to establish client tiering priorities, identify cross-sell opportunities and subsequently develop appropriate relationship management action plansSubject matter expert on CRM software used to organize, automate, and synchronize sales, marketing and customer service initiatives

Supervised development and deployment of national contractor networkManaged a network of over 500 contractors in 11 statesResponsible for contractor risk and performance coaching, monitoring and accountabilityCoordinated execution of biometric screenings for the Corporate and Community Wellness DepartmentDeveloped and presented action plans to senior leadership group based on screening KPI metric analysisMaintained medical supply inventory system and marketing materials for health screeningsSupport sales teams in gathering accurate, timely and quality information for RFPsServed as onsite lead and operated a wide spectrum of medical devices utilized for biometric screenings

Responsible for conducting the in-store accounting procedures

Administered inquiries regarding Humana Medicare products via telephone and in-personPrepared reports on health insurance industry trends and competitorsSupported sales associates in their preparation for seminars (composed PowerPoint presentations, maintained calendars and secured sales seminar sites)