Savannah Lanier Andersen, Cfp® Email & Phone Number

Atlanta, Georgia, United States

• Guide strategy for the Advisor practice (120+ Advisors across 15+ offices) and enact large-scale change across the organization (marketing, technology, HR, operations, investments, reporting)
• Project examples include compensation restructuring, quarterly business reviews, leading the Advisor workstream for integrations (M&A), launching an Advisor Development Program, integrating new technology (Salesforce.
• Project examples include compensation restructuring, quarterly business reviews, leading the Advisor workstream for integrations (M&A), launching an Advisor Development Program, integrating new technology (Salesforce.

Atlanta, Georgia, United States

• Led a book of 10 clients ($50MM) and supported tenured Advisors on an additional 25 relationships ($1.5B) with 100% client retention by delivering holistic wealth management and family office services through deep.

Atlanta, Georgia, United States

• Provided operational support to 55 ultra high net worth families including private investment subscription processing, money transfers, real estate financing, cash flow planning, etc.

Greater Atlanta Area

• Improved restaurant sanitation, consumer health, and food safety using biofilm elimination technology.
• Sales and Marketing: Grew year one revenue to over $60,000 YTD. Conducted relationship based and cold call sales to white table cloth and food service chain restaurants. Managed all client negotiations from initial.
• Sales and Marketing: Grew year one revenue to over $60,000 YTD. Conducted relationship based and cold call sales to white table cloth and food service chain restaurants. Managed all client negotiations from initial.
• Relationship Management: Managed 21 ongoing client relationships across 3 states which resulted in a client retention rate of 93%. Managed 12 vendor relationships from insurance providers to chemical suppliers.
• Operations: Performed 27 demos and 86 on-site cleanings with 0 reported safety violations or lost time incidents during year one. Responsible for on-site biological concentration testing and subsequent data analysis.
• Team Management: Managed selection, on-boarding, training, and coaching for a team of 6 employees. Show less

Greater Atlanta Area

• Completed 5 Organizational Transformation projects ranging from streamlining state assistance programs to implementing a financial database management system at a global hospitality and leisure client.
• Business Process Re-engineering: Improved customer satisfaction in welfare offices by 28% and reduced processing and wait time by 67% by implementing a video training system, new business processes, and work flow.
• Project Management: Mastered basic project… Show more Completed 5 Organizational Transformation projects ranging from streamlining state assistance programs to implementing a financial database management system at a.
• Project Management: Mastered basic project management skills through the development of project charters, governance structures, reporting cadences, and status reports. Conducted evaluation of more than 90 key.
• Training: Developed and delivered training to over 2,000 end users across 6 business functions using 4 video courses and 40 live training sessions in preparation for the launch of a new global chart of accounts.
• Communications: Developed, managed, and executed a communications plan to transform an outdated financial management system - this included ghost writing a monthly newsletter from the CFO to over 1,000 members of the.

Atlanta, Georgia

• Consulted for publicly owned investment firm headquartered in Baltimore, MD.
• Produced 4 learning solutions modules to help new and mid-level managers coach people, lead teams, and effectively implement organizational change.
• Developed a firm-wide goal setting tool used by over 5,200 employees to enter goals and plans for professional growth.
• Developed 4 sets of leadership training classroom materials and accompanying facilitator notes.
• Developed 2 business… Show more Consulted for publicly owned investment firm headquartered in Baltimore, MD.
• Developed 2 business scenario scripts with dialogue and talking points that were transformed into online leadership training modules. Show less

Atlanta, Georgia

• Habitat for Humanity International (HFHI) is a global non-profit organization that supports and provides affordable housing.
• Worked as in intern in the International Programs department to create a tiered service model to mitigate risk and strategically, effectively allocate resources to 80 international affiliates.
• Implemented 3 initial data gathering systems, conducted extensive analysis of over 3,000 unique data points, and drafted a tiered service structure for review by… Show more Habitat for Humanity International (HFHI) is.
• Implemented 3 initial data gathering systems, conducted extensive analysis of over 3,000 unique data points, and drafted a tiered service structure for review by Area Vice President board members.
• Communicated and worked in cross-functional, global teams, as well as with external consultants. Show less

Helsingborg, Sweden

• John Bean Technologies (JBT) is a leading global technologies solutions provider to high-value food and aerospace industries.
• Served as a financial analyst and in-house consultant while assisting in preparation for an upcoming external audit.
• Reconciled company general ledger, analyzed more than 100 customer contracts, reconciled 5 years of monthly trial balances, and reviewed over 150 issued letters of credit from 12 different branch offices.
• Gained valuable… Show more John Bean Technologies (JBT) is a leading global technologies solutions provider to high-value food and aerospace industries.
• Gained valuable experience working across cultures internally, and through communication with branch offices. Show less