● Coordinate and schedule all machine installations and on-site service trips in the United States and Canada● Collaborate with customers and cross-organizational teams to ensure successful job completion● Ensure accurate documentation throughout the project lifecycle, from quoting to service delivery to invoicing

● Developed and maintained a series of collaborative workflows to guide and document all administrative and clientservice processes● Ensured adherence to compliance procedures in accordance with FINRA/SIPC standards and broker-dealer policy● Provided outstanding customer support at a highly service-oriented firm with over 800 clients

● Onboarded all new clients and processed new brokerage and advisory accounts, including transfers● Responsible for client reporting, accounts payable, and budget monitoring● Facilitated stronger client relationships by planning and executing appreciation events and outreach initiatives

● Managed all aspects of foundation operations, including budget monitoring, volunteer schedules, and programs● Guided grant development from initial application to program management to final reporting● Represented institution as spokesperson/guest lecturer for local PBS documentary, area libraries, and C-SPAN

Planned and led trip to New York City for the United Nations Commission on the Status of Women, including lodging, transportation, NGO meetings, and food - for 13% less than the original project budget.Edited and designed book of interviews between program participants and local woman leaders, including SU Chancellor Nancy Cantor and Syracuse Mayor Stephanie Minor.