Sara Mann Email & Phone Number

Vancouver, British Columbia, Canada

-Acted as the primary point of contact for clients, responding promptly to inquiries and assisting in onboarding by gathering documentation and facilitating account setup.-Coordinated client investment transactions, ensuring accuracy in trade processing and compliance documentation, while preparing meeting materials for client interactions.-Cultivated strong relationships with clients, demonstrating empathy, professionalism, and confidentiality.

Medellín, Antioquia, Colombia

Prepared quarterly and annual operating reports, bank reconciliation statements and budgets to support decision-making purposes, obtaining a 20% reduction in 2020’s annual expenses.

Shanghai, China & Taipei, Taiwan

-Supported professors with communications, logistics and advertising during the field school. -Attended negotiation meetings as a student representative between representatives of Shanghai University and Vancouver Island University with the intention of developing an academic partnership between the two institutions.-Guided students throughout their projects; particularly, creating WordPress websites and business plans.-Promoted a positive environment and students' engagement at all… Show more -Supported professors with communications, logistics and advertising during the field school. -Attended negotiation meetings as a student representative between representatives of Shanghai University and Vancouver Island University with the intention of developing an academic partnership between the two institutions.-Guided students throughout their projects; particularly, creating WordPress websites and business plans.-Promoted a positive environment and students' engagement at all times. Show less

Canada

-Oversaw all elements of planning, implementation and evaluation of the 5-day business conference, “Mark it Up”, alongside the Chamber of Commerce of Nanaimo, faculty members and business executives.-Developed partnerships related to workshops and sponsorships with distinguished executives of the local community who work for companies such as, Broadband TV, Tourism Vancouver Island, Tilray, VSP Media and more.-Created a website and worked with online ticketing platforms for the… Show more -Oversaw all elements of planning, implementation and evaluation of the 5-day business conference, “Mark it Up”, alongside the Chamber of Commerce of Nanaimo, faculty members and business executives.-Developed partnerships related to workshops and sponsorships with distinguished executives of the local community who work for companies such as, Broadband TV, Tourism Vancouver Island, Tilray, VSP Media and more.-Created a website and worked with online ticketing platforms for the registration of over 1.200 participants.-Organized events about conducting business with other cultures in order to become culturally competent. Show less

Canada

Coordinated weekly conversation clubs and workshops in Japanese, Mandarin, Spanish, and French.

British Columbia, Canada

-Performed operational duties at multiple workstations in a fast-paced environment under pressure.-Awarded the 2017 Service Star Award for the excellent service provided to clients and team members.

Bachelor Of Business Administration - Bba, Financial Planning And Services

With distinction

Explore Program, French Studies