Sarah M. Email & Phone Number

Austin, TX, US

Austin Private Wealth is an independent, fee-only registered investment advisory firm, focused on helping our clients prepare for a life of personal and financial growth. It’s our nature to build deep, trusting relationships. We take the time to truly understand your priorities and goals, providing professional insights and a global perspective on the.

• Manage workflow, provide onboarding and growth training, review/coach 5 full- and 2 part-time staff--receptionist, client service managers, scheduler, planning specialists, and misc. support personnel, such as building.
• To transition team from a reactive to proactive workflow, redesigned workflows resulting in improved productivity and compliance adherence at all levels, reduced team frustration, and improved job satisfaction for staff.
• Merged 2 teams while moving to a new office without losing any headcount and improved job satisfaction through listening to and addressing concerns, training and increasing responsibilities, and shifting from reactive.
• Completed compliance paperwork to move office, transition to a private wealth advisory practice, and developed plan and processes to transition acquisition of clients from three practices.

• Developed and maintained relationships with customers, conducted follow-up requests for information, and researched client requests. Ensured customers and advisors properly followed FINRA-compliant paperwork and.
• Supported acquisition of practice and managed customer relationships through transition.
• On boarded, trained, and managed a full-time advisor and two part-time employees. Managed remote employee in Corporate office.

• Stocked and managed inventory for 10 vending machines in the Austin area. Planned deliveries and verified shipment accuracy.
• Proactively assisted school administrators with compliance audits with Federal subsidy regulations.
• Optimized machine contents to buying behavior by location to increase weekly sales significantly.

• Conducted all customer service, primarily with residential contractors. Processed phone/fax orders for custom millwork jobs, communicated between contractors and mill shop, entered work orders and door manufacturing.
• Pre-configured all known door options as stored database records to reduce processing time of new orders by > 95%.

San Jose, CA, US

• Designed, coded, tested, and deployed Windows NT 4.0/Windows 2000 applications in C/C++ as part of a large multi-site, team-based development project. Developed MFC and STL-based user interfaces for proprietary.
• To overcome training constraints and to create visualization tool of the intelligent connections within an expert systems data store, self-taught C/C++ and STL and MFC APIs. This tool enabled developers to quickly.
• Designed/coded automated error reporting and notifications tools for on-demand, nightly, and weekly builds, which improved code check-in/unit test practices, reduced broken build down time, and improved team-wide.

Normal, IL, US

Oversaw 30-40 female residents at all times. Designed, Planned, coordinated, and facilitated hall activities, enforced policies, supervised 400 residents in 24 hour shifts, worked closely with building workers and residence hall staff to provide a quality living experience, and responded to emergency situations in the building.

Chicago, Illinois, US

Promoted from crewmember, to opener/closer, to crew trainer. Responsible for full range of fast food crew duties, including register, food prep, cleaning, drive through, dish washing, and training new crew members.