Robin Winningham Email and Phone Number
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I am honored to serve as Director of Client Services for Scholar Advising. Having accumulated more than 15 years of experience in both back-office support and client-facing roles, my primary focus is delivering exceptional client experiences and cultivating long-term relationships.My career has been defined by my pursuit of excellence and innovation. I enjoy contributing to the overall success of the departments and organizations I am part of by enhancing operational efficiency and strategic partnership.My background across various industries includes document management in compliance and quality assurance, project management, leading administrative teams, and C-Suite support.
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Director Of Client ServicesScholar Financial Advising Llc Oct 2023 - PresentBuilding and maintaining client relationships while serving as a liaison between clients and managing advisors. Provides end-to-end support with a focus on delivering excellence in communication, organization, and client satisfaction and retention.
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Executive AssistantScholar Financial Advising Llc Nov 2022 - PresentProvides support through time optimization, email organization, and CRM workflows. Assists with invoicing, data collection, and calendar management.
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Executive AssistantTeguar Corporation Jan 2018 - Aug 2020Charlotte, North Carolina AreaReviewed and responded to emails on behalf of the CEO.Prioritized emails in order of urgency.Set daily calendar for the CEO including scheduling appointments and preparing for meetings.Coordinated travel arrangements.Compiled sales numbers and calculated monthly commissions for approval and disbursement.Front office contact between CEO and outside business partners including CPA, legal counsel,and commercial real estate representatives.Researched and applied for business building grants. Worked closely with city and countyofficials to represent Teguar.Assisted in payroll support, recruiting, HR, and business development meetings as needed on aweekly basis.Performed general clerical duties including filing, scanning, and digital record retention. -
Business OwnerIt'S An Art Party May 2016 - May 2020Charlotte, North Carolina AreaSpecializing in children's art birthday parties for ages 4 and up. -
Personal AssistantStar Enterprises Of Sc, Llc Feb 2017 - Nov 2017Fort Mill, ScOrganized, scheduled, and kept track of daily calendar of meetings, events, and appointments for the CEO. Researched events for new business endeavors and analyzed profit potential. Submitted emails on behalf of the CEO related to business inquiries and tasks, church ministry, and personal and household responsibilities.
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Loan Documentation SpecialistWells Fargo Jan 2011 - Sep 2015Charlotte, North Carolina AreaProcessed incoming counterparty and trade documentation for Wells Fargo Securities by tracking documents in Salesforce and uploading them into an electronic data repository including highly sensitive and confidential documents necessary for satisfying Dodd-Frank pre-trade requirements. Assisted in the hiring, training, and on-site supervision of four temporary employees for a nine month project of digitizing over 10,000 physical documents. -
Access Control Relationship ManagerSecurity Management Consulting Mar 2007 - Dec 2010Charlotte, North Carolina AreaProduced new and updated credentials for Wells Fargo Bank (legacy Wachovia Bank) personnel, contractors, and their vendors. Generated all approved history and SQL reports for Access Coordinators and Department Managers. Compiled KPI reports for designated regions. Assisted Corporate Properties and specific lines of business with setting up new facilities, areas, and departments.
Robin Winningham Skills
Robin Winningham Education Details
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Morningstar UniversityChristian Studies -
General Studies -
General Studies
Frequently Asked Questions about Robin Winningham
What company does Robin Winningham work for?
Robin Winningham works for Scholar Financial Advising Llc
What is Robin Winningham's role at the current company?
Robin Winningham's current role is Director of Client Services.
What is Robin Winningham's email address?
Robin Winningham's email address is rw****@****uar.com
What is Robin Winningham's direct phone number?
Robin Winningham's direct phone number is +170496*****
What schools did Robin Winningham attend?
Robin Winningham attended Morningstar University, Florida Atlantic University, University Of Central Florida.
What are some of Robin Winningham's interests?
Robin Winningham has interest in Artwork, Baking, Reading, Photography, Painting, Running, Pottery, Drawing.
What skills is Robin Winningham known for?
Robin Winningham has skills like Document Management, Data Entry, Database Maintenance, Event Planning, Party Planning, Art, Children's Parties, Birthday Parties, Working With Children, Art Parties, Tutoring, Creative Arts.
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Robin Winningham
Atlanta, Ga2att.net, azaleahealth.com -
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Robin Winningham
United States -
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