Sarah Jane Frazier Email & Phone Number

Georgia, United States

•Imputed client data into a customer relationship management software•Researched and gathered current information for prospective clients•Attended clients’ annual review meetings•Learned how client portfolios are created using software such as eMoney and AssetBook

Virginia, United States

•Networked with potential partners and sponsors through phone calls, emails, and in person conversations.•Researched statistics and other information to learn how to best serve our targeted demographic.•Created and posted content to social media platforms.•Developed a one sheet and intake form.•Established a cost analysis in excel.•Created a powerpoint presentation for meetings.•Took minutes for a board meeting.•Scheduled fundraising events with local restaurants.

Charlotte, North Carolina, United States

• Eight-week leadership and professional development program• Networked with leadership professionals from different industries to establish potential business pipelines• Attended weekly Zoom calls with leadership speakers to better understand the characteristics of a good leader

Virginia, United States

•Taught ballroom dance classes for teenagers and adults including: Swing, Foxtrot, Waltz, and more.•Demonstrated correct method and methodology in teaching dance steps.•Observed individuals dance technique to best offer suggestions for improvement.•Answered questions and provided information for those interested in joining.•Provided input into planning events and assisted in setting up and taking down various supplies and equipment