Robyn Wolverton Email & Phone Number

Greater Houston

• Assist with overall operational management
• Secure customer commitments to recurring revenue maintenance as well as ensuring contracts are renewed with accurate rates to include any upgrades and software costs of product
• Calculate contract rates for new installations, upgrades and annual renewals, generating increased revenue
• Manage all company financial transactions and invoicing, as well as follow up of customer payments, maintain multiple bank accounts, to include reconciliation of all accounts as well as review financials, coding of.
• Manage customer accounts, including handling any customer needs, sending quotes, contracts and invoicing for renewals
• Maintain software updates with vendors for active customers

• Supported growth of EAG Services in starting IT/Accounting outsourcing company; EAG 1Source
• Assisted in logistics of building out new office and expansion, among other special projects for COO
• Planned and managed company events and quarterly meetings, to include weekly catering, special meetings and volunteer events
• Managed month close to include working with managers, directors and VP’s on time and expense invoice approvals, invoicing clients, contractor payroll, reimbursements, and reconciliation of accounts
• Managed AP/AR, including reviewing and processing invoices, QuickBooks entry, journal entries, check runs, reviewing P&L and coding of accounts
• Audited weekly time and expense entries for 80+ consultants, including weekly metrics for reporting

Houston, Texas

• Managed day to day operations to include accounting, customer service, human resources, marketing, events, website, social media, and retail/supply inventory for two locations
• Processed payroll for both locations via ADP
• Managed and onboarded approximately 25-30 employees to include front desk staff, coaches, and event staff
• Generated sales to include facilitating membership renewals and membership upgrades
• Scheduled consultations with prospective new members to discuss goals, programs, and membership options
• Followed up with new, current, and potential new members

Houston, Texas

• Specialized in client service ensuring maintenance of an efficient, organized practice that allowed financial advisor to focus on building client relationships
• Liaised between home office, financial advisor, office support team and clients
• Maintained client case files by administering all servicing for client policies and investment accounts
• Coordinated marketing, new business activities and investment operations
• Prepared for client/prospect meetings by creating proposals for presentation
• Managed financial advisors calendar and scheduled follow-up appointments

Houston, Texas

• Served as the main contact for contract, license and registration information for firm, and coordinated the contracting process of new agents, associates and staff joining the firm
• Liaison to Director of Office Supervision, Chief Development Officer, compliance team, executive recruiter, home office, and Managing Partner, regarding any contracting and/or HR issues
• Processed background investigations and HR paperwork
• Facilitated contract changes for existing agents and associate financial representatives/staff
• Oversaw company specific training, licensing, and FINRA registration for all agents and associates, per their contracts
• Monitored communication (emails, calls, sites, ect) for company compliance

Houston, Texas

• Planned and coordinated all aspects of special events, to include client appreciation and recruitment events
• Maintained overall marketing budget, individual marketing budgets for 10-15 financial agents, and tracked expense reports
• Responsible for the coordination of marketing and business development initiatives
• Managed and coordinated the firm's suite at the Toyota Center for all events

Houston, Texas

• Liaised between investors, The City of Houston, lenders, clients, title companies, vendors and state departments
• Created and maintained relationships with multiple vendors, lenders, title companies, investors and clients
• Managed day-to-day operations within the office, and supported all departments
• Identified project needs and coordinated entire development process
• Reviewed and coordinated home warranty requests, and monitored purchase orders for accuracy of billing

Houston, Texas

• Ensured financing and completion of development for properties prior to construction
• Coordinated closings for all contracts with the title company, buyers, sellers, and/or real estate agents
• Supervised and coordinated development process with architects, surveyors, engineers, demolition, utility companies, environmental companies, City of Houston, etc.
• Created and maintained relationships with multiple lenders and title companies
• Processed and obtained financing for all loans, while negotiating line increases, rates and terms of loans
• Managed and maintained property loans, property taxes and project budgets

Houston, Texas

• Met with members to plan special occasions, including dinners, corporate events, tournaments, auctions, galas, rehearsal dinners and wedding receptions
• Planned and coordinated all logistics of events, and maintained budgets and processed billing
• Supervised events