• Proactively prepared for all assigned client review meetings by furnishing updated investment portfolio summaries, dedicated income allocation reports, and comprehensive financial statements illustrating net worth and projected 5-year cash flow.• Collaborated with Lead Advisors during client meetings to compile detailed meeting notes encompassing discussions on the client's financial plan and portfolio analysis.• Facilitated effective communication of actionable steps and follow-up procedures to the Operations and Advisory Services teams through the creation of structured workflow processes with specific action items.• Demonstrated a keen understanding of market trends and their impact on interest rates by closely monitoring the Federal Reserve's timeline and expectations for rate cuts.

Hire, train, supervise, and evaluate Associates • Develop, communicate, and adjust Associates’ work schedules to provide optimum coverage throughout the season• Assist in answering phones and process cruise reservations; direct calls to appropriate staff; provide customer service.• Work a regular shift at the Admissions window and Gift Shop as a working supervisor who leads Associates by modeling appropriate customer service behavior• Proficient with point-of-sale system; oversee its use to benefit operations• Provide direction and oversee Lead Associates to research and select merchandise for the gift shop • Oversee receipt and pricing of merchandise, and reconciliation with packing slips and purchase orders by Associates• Review invoices from vendors for accuracy. Approve payment in a timely fashion, in order to take full advantage of any discounts available• Oversee measures for spring opening by ensuring thorough cleaning of gift shop and preparing stock room for incoming inventory• Facilitate daily updates to Associates • Supervise the organization and visual presentation of retail merchandise • Direct annual end of season physical inventory count; record data and produce reports from point-of-sale system• Develop annual Visitor Services budget

Develop department budget and create work plan that insures fiscal stability.• Fully execute contracts and plan with outside vendors and customers to execute events and facility rental according to their specific needs.• Manage multiple departments’ master schedules using online calendar system.• Respond to all event and facility rental inquiries and questions via phone and person with a warm, friendly and accurate manner.• Respond with clear and accurate written communication on a daily basis to incoming inquiries via email.• Execute and implement contract specifications.• Manage deposit collection, payments and accounting paperwork.• Manage and oversee hired event staff.• Promote and market the McLane Center as a rental facility for meetings, conferences, weddings and celebrations.• Coordinate all program registrations for the McLane Center including school/youth group programs, birthday parties, adult/family programs, and vacation camps.• Manage program fee billing, accounting paperwork, and deposits.